My Funnel Script

Survey Funnel Kartra Integration

Kartra Surveys but first, what is Kartra?

Kartra is a suite of essential business tools that help you run an online business. It’s all neatly integrated into a single platform, making it easy for you to manage everything from one place.

It was created by Mike Filsaime, an Internet marketer who has successfully launched WebinarJam among the top online webinar tools available today.

You know right away this tool is going to feel different than some tools from the past. It gets even more interesting.

Let’s get started!

Kartra’s Page Builder

Since Kartra is directly competing with Clickfunnels and lead pages, it makes sense to start by using the page-building function.

Kartra Survey gives you a WYSIWYG (what your eyes see is what your web browser sees) front-end editor for creating surveys. From Day One, there were over 100 pre-built page templates ready to be imported with a single click.

Here is an example of a very basic opt-in form I created in about ten minutes using Kartra‘s page builder from scratch!

Split Testing your Funnels

Split testing is all the rage among geeky digital marketers. Kartra has an extremely powerful split-testing tool. You get full flexibility when testing.

If you want to change just a few of the words in the headline, you can. No problem. Redesign the entire page and test radically different designs? Go for it.

It’s nice to be able to split test multiple modules simultaneously. Ain’t nobody got time for that!

Kartra Surveys Page Builder Pro’s

  • Built-in photo library for pulling images from the web directly into your pages
  • Thousands of icons can be searched for to add some color to your sales pages.
  • Pre-built pages and sections
  • It uses a very logical section, row, module structure to easily create responsive web pages.
  • Let’s save sections to your library so you can use them again later.
  • You can organize your web pages into folders on the main interface so they’re easier to find.

Kartra Surveys Page Builder Con’s

  • Some pages can look a little different on mobile than they do on desktop. Alignment can be slightly off from what you’d expect to see.
  • Some page builders are starting to include fancy dividers between sections of their templates. Kartra has not implemented this feature yet.

There are tons of page builders available today. Kartra can be an effective tool for managing your social media presence, but there are features that I’d like to see Kartra implement.

But Kartra makes sure that they don’t leave out anything important when writing their sales copy. Instead of just providing you with some icons and Lorem ipsum text, Kartra gives you full-blown examples of e-commerce sales pages written by Frank Kerm.

Kartra Email Campaigns

Kartra Surveys

It’s one of those key features you’d never expect a company to be capable of pulling off.

Including a full-featured email marketing platform and CRO is no simple task, but Kartra pulls it off well for an all-encompassing solution!

Kartra combines its email marketing into three parts: a broadcast tool, an automation platform, and a lead management area Let’s take a quick look:

Email Broadcasting

The main measure of the success of an email marketing tool is how often your emails get delivered to the inboxes of recipients.

You can create a variety of email types within Kartra: Plain text or beautifully designed:

Kartra Dashboard
You can build beautiful email campaigns with Kartra

For most people, I prefer to keep email messages short and text-based, however, there is one killer feature of Kartra that I break that rule for.

Kartra has an incredible integration throughout its platform, and this allows it to do something extremely powerful.

You can set up an offer where you give a special discount to new customers.

And that deadline can appear dynamically anywhere in your Kartra campaigns, including email messages, sales pages, and any of your other parts of your Kartra campaigns. And they always stay synchronized with each other.

Have you ever visited a site where there‘s a countdown timer, and when you refresh the page, the timer resets? That’s a deal-breaker for me and you won’t find that with Kartra!

It’s not easy to integrate an email marketing system with a page builder. There are other solutions out there that cost $70 per month for this single feature alone!


Automations are one thing that can intimidate new marketers. Once you figure them out, however, automation is an essential part of any marketing strategy.

You can add several elements to your automation:

  • Adding/removing members from tags, sequences, list memberships, and sequence members
  • Lead points are the number of points given to or taken away from your subscribers.
  • Automatically unsubscribe from cold email lists
  • Creating “subsequence” within your automation so that they can take complex paths while keeping it visually simple for you to manage.
  • Solid analytics to show which emails and steps within your automation are working and which ones aren’t

Managing your leads

You can drill down and manage leads deeply under the Campaigns area of Kartra.

You can:

  • View all their tags, categories, and information.
  • View an entire history: Which pages they viewed, which form submissions they made, which help desk tickets they submitted, which videos they watched, and how much, which product purchases they made or refunds they requested…you get the picture
  • If you want to add or remove any information about someone, just edit their profile.
  • Allow them access to products or give them refunds

There is a ton you can do in this area, but the key takeaway is that it is directly tied into the entire platform, so it gives you superpowers when it comes to selling.

Selling superpowers

If you get an email from someone who wants you to lower the price for them, imagine what would happen if you did.

Before you just say “no” and move on, you might want to take a look at their entire journey.

Maybe you find out they have a particular interest and you can offer them something cheaper.

By having context around the user instead of just saying no, you can maneuver your path to the sale.

Kartra Email Pro’s

  • Great email deliverability
  • Deep integration between email and webpages so that you can put countdown timers directly in emails.
  • Create highly-styled newsletters or simply plain text messages.
  • If-this-then-that (IFTTT) functionality
  • A visual automation builder with subsequences (sequencing), triggers, delays, and fork logic (forking)
  • You can track every lead’s entire customer journey by looking at their behavior across all channels.

Kartra Email Con’s

  • It doesn’t offer as many features as Drips or ActiveCampaigns. You need to click through several steps before you get to the next one.
  • Currently, there is no way to remove a Kartra logo from the bottom of an email. This is a feature found in free versions of email software but has never been forced on paid tiers.
  • They charge you a little bit extra for every email you send beyond the limit they set. On the Silver plan, you can send up to 125,000 emails per 30 days. Not ideal if you want to send out emails every day.

Kartra does a great job with its email marketing. I honestly feel that it competes with the big boys when you consider all the data sharing that Kartra can do between their emails and your funnel pages.

Email Opt-In Forms

Kartra Surveys Rose

Before you can start sending emails to your leads… you need first to generate them.

With Kartra’s survey forms, you can create surveys that are optimized for mobile devices and get them out there without having to spend a lot of time designing them.

Let’s take a look at the design options and functionality and features of the Opt-In Forms separately:

Kartra opt-in form design

With Kartra you can design several types of opt-in forms:

  • Inline forms
  • “Click Pop” forms linked to buttons
  • Slide-in forms
  • Pop-ups on exit intent
  • Banners at the top/bottom of pages
  • Without design, naked HTML forms for integration with other tools.

Kartra continues to help newbie marketers by providing them with templates for each of their form fields.

Once you’ve selected your templates and made your tweaks, you’re ready to start building your email list!

Kartra Opt-In Features

Kartra has some nice tricks up its sleeve. Check it out:

Kartra can pre-load your info!

I’m not sure if you realize how important this gif is. Let me explain.

Smart opt In Shapes

As a managed solution for mobile app development, Kartra has clients in every industry and across all verticals.

Because of this, you can semi-share cookie information for your opt-in forms.

If a reader opts into your survey, but later on comes across someone else’s, they’ll be able to see your responses.

He will receive his information before signing up, so all he has to do is click the ‘Sign Up’ button.

This is important because removing one more piece of friction from the signup process should result in greater conversions.

Embedding forms

Having these forms show up all over your Kartra funnel pages is great, but what if you already have a WordPress blog?

No worries!

With Kartra, you can create forms for any type of content, whether it be text, images, videos, audio, or anything else. You can then embed these forms into any page or post on your site.

What’s cool is that if you accidentally make a typo or want to change the design, the code snippet on your site doesn’t need to be adjusted at all! Changes are kept in sync between your blog and Kartra at all times. Very convenient.

So let’s recap:

Kartra Email Opt-In Pro’s

  • A good selection of opt-in forms
  • Drag-and-drop editing is
  • Can add automation directly to the opt-in sign-up forms for Kartra Surveys
  • Sync readers’ names and email addresses across any Kartra user’s forms so they don’t even have to enter them in!
  • Can embed forms into any website
  • Can quickly plugin forms to your existing landing pages without having to do any design work on the form itself.

Kartra Email Opt-In Con’s

  • You cannot easily split test opt-ins like you can with Thrives Leads.
  • Currently, exit-intent only works for Kartra landing pages. It didn’t work when I put an exit pop-up on the WordPress site.

With Kartra, you can easily create high-converting landing pages. It doesn’t have all the features of some of the other platforms, but what it does offer, it offers well.

Kartra Video Hosting

Kartra Surveys now offers a marketing-focused video-sharing platform for business owners and marketers.

Kartra’s video hosting platform brings some innovative features made specifically for marketers:

Kartra Video Hosting Pro’s

  • You can embed videos directly on the site.
  • You can get access to detailed analytics like the average length of people to watch, when they drop off, etc.
  • See every video watched in your subscriber’s customer journey.
  • Video actions: require your viewers’ attention by requiring them to share, subscribe, or do anything else to continue watching the video
  • Organize your videos by folder so that they’re easier to find.
  • Quickly embed your video content into Kartra pages – without having to hunt down URLs.

Kartra Video Hosting Con’s

  • Video buffering. When there are lots of usages, the video pauses to catch up.
  • Storage limitations. With the Silver plan, you get 125 GB of bandwidth for video streaming. Because of this limit, I recommend you only host your critical videos (opt-in videos, sales page videos, one-time offers, etc) on Kartra, and use Vimeo for any membership videos. Before uploading your video, compress it.

Kartra’s video hosting platform has some interesting features like their calls to action in the middle of videos but overall, I wasn’t impressed by this tool.

Compressing my videos before uploading them was an extra step and added some time to the upload process. Because I don’t care for the restrictions on bandwidth, I use the hosting rarely.

However, if you want to optimize your funnel and conversions, they do offer some great features.

Kartra Products

Kartra Surveys Selling Products

The whole point of the Kartra Survey is to sell products, isn’t it? Kartra Survey says they’re most interested in supporting the sales of digital goods (eBooks, courses, memberships) and don’t have physical products on their road map. If you want to sell physical products as part of your online business, I would recommend you look into Thrivecart or WooCommerce.

Kartra has an intuitive wizard that guides you through the entire process of setting up your survey templates.

  • Is it a download or a membership?
  • Will it have an upsell, downsell, or bump component?
  • And will it have coupons?
  • Will you accept affiliates?
  • How to tag your customers?

There are so many different options available, that it’d be best to just start with the “Done for You” campaigns and learn about the settings first before diving in headfirst into product development.

Hosting your files on Kartra

If you want to store an ebook so you can sell it later, you can use Maybe a cheat sheet to give away as a sign-up incentive?

Kartra lets you easily store all your downloadable files in one place and makes them easy to access.

Selling your products with Kartra

Kartra lets you customize your checkout pages from the templates they provide.

You can also customize the checkout flow. If someone buys something from you, which URL would you like to send them to? For example, if they buy a product, you could send them to a page where you advertise another product.

If they say no to the survey, do you want to give them a free trial or Kartra? You have complete creative freedom with designing your custom funnel.

Analytics with Kartra Selling

You can also create special tracking links for any link you want.

One way to improve conversion rates is by setting up a special link for each product page and then running some split tests to see which one converts better. With Kartra, you can create an entire website in just a few clicks.

There are lots of things you can do with Karta – let’s go through them one by one.

Kartra Products Pro’s

  • Kartra Surveys can host all your products directly from their server.
  • Can provide upsells, down­sells, and bump offers
  • With customizable checkout pages (with templates), you can create a checkout page that’s customized for each individual
  • Tracking links to help monitor your product sales
  • A simple dashboard on the home page showing you how your sales are progressing
  • You can accept any type of payment you want, including one-time payments, monthlies, trials, etc.

Kartra Products Con’s

  • Can’t sell physical products
  • Paypal purchases still redirect you off the site to check out, which can impact customer experience

Kartra Memberships

Online courses are a booming industry, and some big companies are already in the market.

  • Teachable
  • Thinkific
  • WordPress solutions (LearnDash, LiferLMS, Th

Membership is a great way to make learning Kartra Survey easier, more premium feeling, and more beneficial for you.

What makes Kartra different from other membership solutions?

Kartra Memberships Pro’s

  • Kartra memberships are super simple to use.
  • Can quickly create lessons for your courses
  • You can use any video hosting service you want, including YouTube, Vimeo, Dailymotion, etc., and even upload audio lectures to learn on the go.
  • With Kartra, you can put ads for your other products in the sidebars of your lessons.
  • Kartra allows you star lessons so that they’re easy to access.
  • It creates a nice membership portal where users can sign up for multiple courses or memberships with a single login.
  • Kartra automatically handles most of the technical aspects of integrating the purchase process into the membership access. When someone buys access to a membership, they receive their login details and links for their purchase straight away! It’s so convenient!

Kartra Memberships Con’s

  • Kartra lacks some of the engagement features found in other Learning Management Systems. For example, you cannot show a student what percentage of the course they have completed, but you can see if a lesson has been watched before or not by using a visual eye icon.
  • Kartra offers several membership themes, but they all follow the same basic structure. You’re limited in how you customize your membership site layouts.

Kartra’s membership site is another very good example of a tool that is perfect for entrepreneurs who are looking to get their business off the ground.

  • Sell courses
  • Publish restricted content just for members
  • Offer group coaching behind a paywall

Like other parts of the Kartra platform, the membership area removes some of the more advanced features that best-in-class solutions offer.

But when you think about what you need to run a successful membership business, you’ll realize that Kartra has everything you need.

Kartra Helpdesk

Kartra Surveys Help Desk

As your business grows, it becomes increasingly difficult to manage all your requests via email.

That’s where helpdesks shine.

They let you create a trackable ticketing system whenever your customers or guests have questions about your business

Switching from email management to ticket systems gives you several distinct advantages:

Kartra Help Desk Pro’s

  • Gives your customers the option to contact you via ticket, live chat, Skype, or phone call.
  • Keeps track of the status of tickets so you always know where they stand.
  • Let your customer rate their experience to see if your customer service team is doing a good job.
  • Kartra analytics lets you measure the average time to resolve an issue – a useful way to manage your team as your business grows.## Output
  • You can automatically add people who submit help desk tickets to your email list and assign special tags so you know which ones were in your help system when they submitted their tickets.
  • As you answer common customer questions, you can easily write a wiki page that your customers can refer to and avoid asking the same questions over and over again.

Kartra Help Desk Con’s

  • Currently, there isn’t an app for a live chat, so you need to have the computer open. They are working on one though!
  • Some help desks look better than Kartra’s. It’s very functional, but as an integrated system, I don’t think they put the most effort into designing the chat experience

Kartra Calendar Review

Kartra Booking Calendar

One of the most popular upsells for info products is private one-on-one coaching with your students.

Emails back and forth between you and the client.

Scheduling meetings in different time zones can be confusing for some people.

Or, if you want to give your customers an incentive to stay longer, you could bounce them to external sites like Calen­daly where they might be able to continue to use your service without paying for it.

Kartra has once more come to the rescue with a new feature called “Calendar Booking”.

Let’s take a quick look:

With this new scheduling feature, you can continue scaling your sales funnels while keeping your calendar under control.

Let’s take a look at the good and the bad of the Kartra Calendar feature.

Kartra Calendar Pro’s Kartra Surveys

  • You retain full branding control – you may use your custom domain, logo, color scheme, etc. on your calendar page.
  • If you offer free or paid appointments, you can use them to upsell info products.
  • Set up your pre­determined work schedule so you never end up having to say no to people who want to meet on Saturday or during your gym time.
  • Automatically send pre­meeting emails and SMS messages to your customers so they don’t miss their meetings.
  • Make sure you set up your vacation and holiday schedule ahead of time so that you don’t ever have to cancel on a customer while you’re visiting family.
  • Manage them from a single dashboard so that you can keep track of everything.
  • Set up 4 different calendar types: Consultant model (for one-on-one sessions), recurring classes (for weekly or monthly classes), gym model (for group classes), or live events (for specific dates).

Kartra Calendar Con’s

  • Kartra is still working on Google Calendar 2-way sync, but they have promised that it will come out soon!

Kartra Integrations Review

Kartra Integrations Or Analytics

You might wonder why you need integrations if Kartralive is an all-in-one platform.

There are several reasons why you might want to add additional integration features to Kartra.

  • Increase your email bandwidth.
  • Connect with your existing WordPress blog to create advanced connections
  • If you don’t want to consolidate, connect Kartra to your existing course platform.
  • Send text messages (yep)
  • And many more reasons why you should use this service.

Alright, so no freaking out because Kartra may not be the only tool you need in your belt. Let’s quickly review the integrations available in Kartra.

So which Kartra integrations do you need?

Of course, every business is different, but there are a few key integrations to consider.

You first need to set up your payments gateways so you can receive money. As long as you’re not targeting the UK market, I’d recommend using PayPal and Stripe because they cover most of the US customer base. Also, Kartra enables the beautiful one-click to upsell functionality that we’re famous for.

Then, you’ll likely find a tool that you want to use with Kartra, and that tool is called Zapier. You can use simple if/then logic to set up some amazing automation that makes your business life easier.

If you want to send emails to your subscribers every day, you’ll quickly run into overage charges if you stick to the default email limits with your account settings.

However, the simple solution is to integrate with a transactional email service like SendGrid. The way this works: Your insurance against fees by routing emails through their servers, not Karta’s.

So let’s summarize:

Kartra Integrations Pro’s

  • Kartra offers everything most online businesses will require – but they also provide a lot of 3rd party integrators so you can connect directly to your tools.
  • If you’re sending a lot of emails every month, connecting to email services like PostMark and SendGrid can save you money.
  • There are lots of ways to collect payments effectively and inexpensively.

Kartra Integrations Cons

  • A direct WordPress plugin for Kartrasurveys would be nice to have better control over the way Kartra email opt-ins display on your blog posts.

But wait for a second… is there a catch?

Kartra is a great platform, but these tools are specialists. They’re designed for one purpose and they do it very well.

Don’t expect Kartra’s help desk feature to be superior to Intercom’s offering, or for Karta’s email marketing service to be superior in every way to Drip’s. However, in some cases, I think Karta’s is more advanced!

What you’re getting is an incredible value for the price because of its integrated nature

By overlooking some of these fancy features, you will end up with a powerful platform that can help you reach new heights without the tech stress!

Who is Kartra For?

Best Fit Kartra

This is the million-dollar question. Is Kartra for you?

Kartra Surveys is an excellent option for:

  • Entrepreneurs who already have a product idea but no existing audience
  • People who get frustrated by the technology of connecting together a lot of different systems
  • Bloggers who don’t necessarily want to write every day to create traffic for their funnels
  • Influencers who use social media heavily (YouTube, Instagram, Pinterest) can send people directly from their social media accounts into their funnels.
  • Agencies who want their clients to be able to sell digital products online. Kartra provides them with a single service that can perform all the necessary functions.
  • Those who want to concentrate on the actual marketing customer support, and not get bogged down by the technical details.
  • If you’re looking to sell your funnel, you’ll need to create an affiliate program.

Who should avoid Kartra?

It’s not safe to completely ignore Kartra, but I don’t think it’s necessary either.

After all, $10 for a full 14-days trial is entirely risk-free, and you may find it pushes all the right buttons for you in an uncomplicated package.

However, here are some people that I could see struggle with Kartra Surveys:

  • People who like to send out emails to their list of subscribers every week or two. Kartra is better suited for folks who keep their list clean. If your leads don’t convert after a certain point, it’s better to move them to a cheaper email provider or unsubscribe them altogether.
  • People who like to email daily. Unlike other providers, Kartra puts a cap on how many emails you can send. You can always send more, but the additional emails will cost you.
  • People who HAVE to have physical products to sell. This is made for digital products only.

    If you’ve ever sat down to write a blog post for your website, you know what the dreaded “blank page” feels like. Yikes!

    Luckily, we’ve taken all the hard work out of it for you with these 12x responsive blog post templates. Just enter a few details about your products and services, and copy and paste the article onto your website. It’s easy! just click “My Funnel Script”