what is kartraWhat is Kartra? Is it Worth It?

If you’ve been hearing the buzz online about Kartra, you’ll know that it’s coming up as a major competitor against Clickfunnels, Kajabi, Infusionsoft and Leadpages. So, if you’re currently researching Kartra to find out whether it’s worth it, you’re in the perfect place! In this post, I’m going to give you the nitty-griity details on Kartra so that you can decide whether it’s the best fit for you. Most importantly, I’m going to help you decide whether it’s right for your business based on a number of factors. Are you excited? Let’s go!

But before we dive in, let me answer your question ‘what is Kartra?, so there’s no ambiguity.

What is Kartra?

Kartra is a page builder, sales funnel builder and marketing automation platform for online business owners who want to sell their products and services

It differs to other platforms because it takes the ‘whole-package approach’. Which means that it’s an all-in-one business platform that consolidates your landing pages, sales pages, online courses, membership sites, email system and payments in one place. 

So, instead of having to switch between several platforms that serve different functions, you can have one home for your online business. Does that make sense?

The advantages of this are:

  • You can have all of your systems in one place so it’s easier to manage your business.
  • You get to visually see the customer journey from the point of entry to moving through funnels, email sequences, to signing up to your products and memberships.
  • It’s easier to track your marketing goals because all of your systems, such as opt in forms, landing pages, courses, videos and payments are all in one place. 

The disadvantages of this are: 

  • If you’re a newbie or you don’t have an active email list, you’ll struggle to monetize and you’ll end up wasting money. I’ve seen it first-hand people investing in Kartra when they don’t have an active email list or game plan for how they’re going to use Kartra to make sales.

That’s why, if you don’t have a clear strategy to sell your products or you don’t have an active audience of people to sell to, I recommend that you focus on growing your audience first.

The more engaged your email list and the bigger in size, the more monetary success you will have later on when you decide to launch your digital products.

Put it this way: Kartra is built in mind for business owners who want to build sales funnels to launch and host their digital products. So, if you’ve not got an engaged email list of 2,500 email subscribers, I recommend holding off from signing up to Kartra. 

If you’re just getting started with list-building I recommend Mailerlite. It allows you to capture people’s email addresses and send people weekly newsletters and automated email series.

Alright…I think I’ve stressed enough the importance of having an active email list and product suite before signing up to Kartra. I’m saying this because I have your best interest at heart! 

Now, onto today’s post. Let’s start with the features that you get inside Kartra and their pros and cons.

1. Funnel Builder

Kartra’s funnel builder let’s you build sales funnels by dragging and dropping objects to a canvas.

This allows you to create sales funnels and it’s fairly intuitive and easy. To create a sales funnel you would create a starting rule for your sequence, for example, this could be someone filling out a form.

Next, you would add an email object and configure the day it’s sent, who it’s from etc. Then you’d add the content to your communication. Here you have two options, you can choose between basic or advanced.

This comes in handy if you’re doing a product launch and you’re going to be using features, such as images, testimonials, videos, call to actions and countdowns.

After you’ve created your steps, you need to connect it to the other steps in the funnel until a yellow arrow is shown. Then you need to activate your step so that it goes live when you publish it.

Here’s a brief video of the sequence builder in action:


  • It’s easy to create a sales funnel with the drag and drop function, so you can set up a funnel fairly quickly.
  • You can visually see the flow of your funnels so you can see the bigger picture of your customers’ journey.
  • You can do split tests to optimise your open rates and conversions. This comes in handy if you want to test different headlines and email text. Kartra also gives you the option to set a percentage on this. For example, you can split test a variable such as your headline for the first 100 people and then based on that result you can edit your headline.
  • You can leverage advanced features for your product launches, such as testimonials, call to actions, countdown timers, videos and testimonials.
  • You have the option to “split” your emails. For example, if you’re sending out a few freebies, instead of your audience receiving a few sequences from you, alternatively you can create a “split” after a welcome email. As a result, people who opt in to receive a few of your lead magnets, would only receive one sequence from you.
  • Every step in your funnel generates metrics for open rates, click rates and the amount of income generated. This comes in handy when you want to see which emails brought in the most sales.


  • If you’re a beginner at funnel building, it isn’t super clear that you need to link steps with the yellow arrow as there aren’t instructions or tips shown on the page. (I know this as I’ve seen many people get stuck on this). However, once you learn this, you get the hang of it.

2. Email Marketing

Another key feature that Kartra offers is email marketing. Inside Kartra you can create email campaigns and email broadcasts pretty easily. Broadcasts are one-time emails that you send out to your email list, for example this might be a one-time offer or a weekly newsletter.

Kartra’s email builder is intuitive and it makes it easy to create a custom email with components like header images, testimonials, buttons, videos and call to actions etc.

Here’s a glimpse of what creating an email broadcast looks like.


  • You can easily save them email templates so that you have a consistent look and feel. So, you can have your emails created and sent out quickly.
  • It’s easy to customise your emails with custom headers, images and fonts so that you can give personality to your communications.
  • Ability to organise your broadcasts with categories. This comes in handy when you want to duplicate emails, reuse promo emails, repurpose content or get inspiration!
  • Segment your email list so that people receive tailored communications based on their behaviour. For example, whether they subscribed to your list, filled out a form, purchased an offer or didn’t purchase an offer).

Kartra gives you recommendations on the best times to email your list based on open rates and (CTR) Click Through Rates.


Probably one of the biggest downsides of email marketing that I’ve seen people discuss is the branding. For most email providers, you can remove the branding, especially when you’re paying for the service. However, Kartra has its logo on the bottom of each email. Now, this might be a deal breaker for some people because it suggests that Kartra puts it’s own brand before the needs of their customers. I said I’d be honest didn’t I?

3. Kartra landing pages

Another core feature that Kartra has is landing pages.

Kartra’s landing pages are organised by categories so you can organise your pages into various categories. This comes in handy when you want to quickly find a page to edit it or clone it. I’ve duplicated my pages a few times and it’s so much quicker!

For example, to organise your pages you might create categories based on the type of page that they are, such as ‘opt in pages’, ‘thank you pages’, ‘payment pages’, ‘webinar pages’ and ‘sales pages’ etc.,

Kartra has a ton of stunning high-converting pages, so you can choose a page and easily customise it.

Once you’ve started to create your own landing pages you can save them as templates. Again, this means that you can build a page and get it up and running fairly quickly.

what is kartra


  • The page builder is easy to use and intuitive. So, you can build a page, give it a name, publish it and get a page up and running fairly quickly.
  • It’s easy to drag and drop components onto your page, such as opt in forms and call to actions.
  • You can embed videos onto your page using Vimeo, YouTube or Kartra. Kartra video comes in handy when you’re doing a launch and you want to see at what point did they leave the video or at what point did they purchase during the video.
  • It’s easy to create a sales page and link it to a checkout page. This is far better when you have your sales page and checkout pages in one place. As opposed to having to link your Leadpages with Sam Cart. What a drag!
  • In the settings, you can easily add SEO or a tracking code if you’re running Facebook ads.


  • Unlike other tools, Kartra doesn’t automatically save your content. This can be irritating if your browser disconnects and you lose your content. To prevent this make sure you click save progress when you’ve built your page.
  • It’s easy to create a page, save your progress, visit the link only to see it showing a previous version of your page. Make sure you click ‘publish’ after each revision so you see the latest version of your page.
  • It isn’t clear what your font or line height is in your text because Kartra doesn’t label it for you. So, to make sure that it is consistent throughout the page, keep a note of it or duplicate text elements.
  • Each time you create a page with Kartra, you need to create a form and go through a series of steps before your form is completed. For example, if you are creating a landing page for your opt in then you’ll need a thank you page, landing page, a form, a list etc. As a result, you can end up doing everything at once and it can feel overwhelming.

4. Products and Payments

If you’re looking for a platform that has products and payment functionality, Kartra is perfect for you! In Kartra, you can create a range of products to suit any product type, such as ebooks, online courses and done for you services.

Each time you create a product, you’ll need to go through various steps before it’s up and running. First, you’ll need to name your product and then configure payment processing. You can easily set up payment processing and you have a few options such as Paypal, Stripe, or credit card.

Next, you can set product pricing. You can set payment options like one time payment, recurring payment or limited number of instalments. These options come in handy for when you do product launches!

You can also have an initial payment so people get a taste of your product e.g., $10 for the first 30 days. Recurring payments are great if you have a membership platform. You can also set sales tax and create a refund policy.

If you have different price points you can create customised pages. For example, if your offer includes a 1:1 session, after someone purchase this, you can add a ‘Book a Call’ call to action on your thank you page. To do this, you just go to your product > contents > The Thank-You Page and for each price point select the thank you page.

Or, if you someone purchases your VIP membership, you might give them access to a different community. Again, you’d have a different price point for this and you’d link it to a thank you page with a link to access the community. Pretty sweet, huh?


  • You can set payment options like one time payment, recurring payment or limited number of instalments. Pretty useful for when you’re doing a launch and want to offer multiple pricing options!
  • It’s easy to customise how people access your product, for example, through a Kartra membership, custom link or downloadable file.
  • You can create tags and send specific communications to those tags. For example, you might create a tag called “abandoned cart”, so if someone viewed a page but didn’t purchase they will receive a sequence of emails. This gives you a great opportunity to address objections people might have towards buying your offer. Again, this is amazing for when you’re launching a digital product!


  • The downside of products is that when you create a product, you have to go through several steps before you can edit it.

5. Courses and memberships

If you’re looking for a platform to deliver your courses and memberships, Kartra is a great fit fot you. Kartra has a membership portal management system to deliver your courses and memberships. It makes it fairly easy to deliver your content to your members and manage how they receive your content.

When you create a membership in Kartra you have two options on how people can access it. You can give them full access to your content or you can drip one module at a time to your members using Kartra’s automation features.

To set up a membership in Kartra, simply go to my memberships and Kartra will take you through a series of steps until your membership is up and running.

1. Set access levels

2. Set up email sequences

3. Add content

To begin building your membership, you need to create a post. To do this, go to the banner on the left and under ‘post contents’ drag an element, such as a header or text box.

Next, keep adding different content elements that you need to deliver your content.

Kartra gives you a range of elements to choose from that you can add to your post. These are:

  • Headline
  • Text
  • Image
  • Videos
  • Audio playlist
  • Divider
  • Button
  • Download box
  • Links box
  • Remember box
  • Important box
  • Checklist box

After you’ve added all the elements to a post, you can add your host bio. To do this, simply go to the banner on the left and where it says ‘sidebar contents, drag and drop host into your sidebar area.

Finally, if you want to create separate modules for your membership you can do this using categories. To do this, simply go to ‘new category’ and drag it into the canvas. Next, you’ll need to label the title of your module.

Once you’ve created your membership, you can change the structure of it so your modules appear on the left. To do this, you can go to preview and select a style and colour for your membership.


  • Kartra gives you plenty of content styles using the drag and drop feature such as text, headers, audio playlists and video etc. This is great if you want to give your audience an immersive experience.
  • You can organise your courses into modules using the categories in the sidebar and you can change where these categories are displayed.
  • The portals give you a chance to showcase your courses that you have. This is great for up-selling because if one person purchased an offer and they got value from it, they’re likely to purchase your other courses.


  • As you might already notice, the membership builder doesn’t have as many customisation features as the page builder. For example, there is a limited amount of font styles to choose from. So, Kartra still has a long way until it’s a fully customisable learning management system.

Related: How To Create An Online Course: A Step-by-Step Guide

6. Analytics

Finally, one of the best features in Kartra is the integrated analytics.

Essentially, you have a complete track of your customer’s journey from the point of entry through funnels, email sequences, membership and products. Pretty sweet, huh?

Kartra has a dashboard where you can view and measure key metrics, such as sales, subscriptions, traffic and conversions. So, it makes it really easy to check-in and keep track of your traffic, list growth and sales.

Above that, Kartra has analytics for most of your features, such as open rates, click through rates, video views and sales.

This takes the guesswork out of your business and allows you to make informed business decisions based on data.

So, Kartra has got some super cool features but will it help you achieve your marketing goals?

Will Kartra help me achieve my marketing goals?

If you’re an aspiring course creator and you want to sell online courses then you probably have 3 goals. 1) generate leads, 2) sell online courses and 3) increase conversions. So, let’s discuss how Kartra can help you achieve this!

1) I want to generate leads

Before you create passive income products, you need to have a sufficient and engaged email list that you nurture consistently.

If you’ve already got an active and engaged email list, then you’re probably thinking will Kartra help you continue to generate leads.

Kartra can help you generate leads in a number of ways.

A) List-building funnel

Once you’ve signed up to Kartra you get access to several done for you campaigns. One of these campaigns is the list building funnel. It’s worthwhile starting off with this campaign as it will populate everything as a template to get you started faster.

Meaning, you’ll have a list building funnel up and running quickly so that you can up-level your list-building game and generate leads every single day.

B) High-converting landing pages

Kartra has expertly designed landing pages that are proven to convert in the online marketing space. So, that gives you a head start because you know that a good offer with Kartra landing pages are going to convert really well.

C) Pop ups

If you want to optimise your lead generation strategy, it’s worth adding pop-ups your website. Pop ups are amazing for growing your email list because it gives people another opportunity to sign up to your email list.

It’s really easy to create a pop up form in Kartra. Simply, go to the page where you want a pop up appear and click on ‘pop ups’. Kartra will show you a dozen of pop up templates to choose from. This means that you can have a pop up up and running fairly quickly. Kartra also gives settings for your pop up to be activated on the first visit or every visit.

D) High value opt-ins

Another strategy to generate leads is with high value opt-ins. Once you’ve created a lead magnet for your audience, you can up-level your lead magnet with a high value opt in, such as a free course or masterclass.

The great thing about this is that it showcases your value, delivery style, mission and personality. It creates an immersive experience for your audience to see your value first-hand. As a result, it becomes a no brainer for a student to “upgrade” to your paid products or courses.

E) Webinar pages

Webinars are incredible if you want to massively grow your email list. They’re amazing for capturing your audience because they humanise your brand and build trust quickly.

It’s relatively easy to set up a webinar inside Kartra and you have two options.You can either pre-record your webinar and upload the video to Kartra and embed the video into a page. Or you can sign up to a webinar tool such as Webinar Jam and integrate Webinar Jam with Kartra.

To do this simply, go to pages, choose a webinar landing page, create a form that links up to a separate email list. Next, upload your video to Kartra, create a new page and embed your pre-recorded webinar on a landing page. Alternatively, you can create a button for people to watch a live Zoom or Google Hangout.

2. I want to sell online courses

If you’re looking for a platform to sell online courses, Kartra might be a good fit for you. However, there’s other platforms out there that have a better learning management system, such as Teachable and Kajabi.

I’ve been a student for various courses that were hosted on Teachable, Kajabi and Membervault. I’d say that I found Teachable the most intuive to use as a student but I still thought Kajabi was good tool. I’d say before you invest in a tool, look for free courses on each platform to see which one has the best user experience.

3. I want to amplify my profits

If you’ve already got several products, you might be looking to find out whether Kartra can help you amplify your profits and increase your conversions. Kartra has a few features so that you can optimise your conversions.

A) Tagging and segmentation

One feature that Kartra has which beats other platforms is its tagging and segmentation feature. Basically, after someone has signed up to receive your offer or watch your webinar, you can create separate tags based on how people behave.

As a result, you can attach these tags to separate email sequences so that people receive specific email communications from you.

This is an amazing tool to optimise your conversions, such as email open rates, click through rates and sales conversions. Meaning that you’ll be able to create intuitive and fine-tuned emails based on how each customer behaves.

B) Urgency components

Kartra also has other features that are proven in the online marketing space to increase sales conversions, such as split testing, call to action buttons, countdown timers, money back guarantees and testimonials. Again these features in Kartra will help you optimise your sales conversions to sell more of your digital products.

Wrapping up

So, is Kartra worth it? My answer? It depends…If you’ve already got several products that you’re selling on a similar platform then it’s a “no brainer” to upgrade to Kartra.

Let’s say you’ve got a product suite and you’re already spending a hefty amount of money ($200-$800) on business tools for page building, funnels and sending emails. If this is you, then it makes perfect sense to switch to Kartra because it will lower your costs and simplify your systems.

On the other hand, if you’re just getting started and you don’t have a product suite or an engaged email list, then you’re better off focusing on growing and nurturing your audience.

The reason I say this is because your bottom line is directly tied to the strength and quality of your email list. You could have the most amazing and valuable product ever, but if you don’t have an audience to promote to, then you’re going to struggle to make sales.

Plus, it’s going to take time to build your audience and create products, so I wouldn’t want you to waste money on something that you could invest in list-building.

For that reason, when a client mentions Kajabi or Kartra for their business – I encourage them to shove everything else and hone in on list-building first. Instead of spending $90 a month on a platform when you have NO audience or NO product, use that money to invest in list-building to grow your email list. Specifically, focus on growing an ideal audience of people specific to the course that you want to launch.

This is a biggie because it’s something that will move the needle forward in your business more than any fancy platform will ever do.

Once you’ve got an engaged audience of 2,500 subscribers that you’re nurturing regularly, you’re in a stronger position to launch your digital products.

Here’s why:

On average, 1% of people on your email list are going to convert into paying customers, so for every 1000 people who are on your email list, 10 people are going to become paying customers. So, if you’re launching your product for the first time, you want to aim for at least 1,000 people on your email list if you want a minimum of 10 sales. Or, if your strect goal is to make 20 sales, then you’ll want to aim for 2,000 people on your email list. Make sense?

Only when you’ve launched 1-2 times and you’re ready to add more bells and whistles should you consider Kartra.

What are the next steps?

1. Make list-building your number 1 priority

If you’re simply looking for a tool to grow and nurture your audience, I recommend something as simple as Mailerlite for now. It’s simple and easy to use and it will help you focus on your highest priority before you do anything else — growing your email list 🙂

One of the best ways to grow your email list and build engaged audiences for your launch is with Facebook ads. The aim of the game with Facebook ads is to grow your email list by at least 50 people a week, so that you are consistently growing your email list before you launch.

2. Plan your first launch

Once you’ve got an engaged audience of 2,500 subscribers that you’re nurturing regularly, you’re in a stronger position to launch your course or program. Mark a day in the calendar that you want to launch your course and start planning your launch content.

Next, you need to create a game plan for your launch. What will you offer your audience? Will you do a webinar? How will you fill up your webinar? What emails will you send?

If you’re overwhelmed and you need help with planning your next launch, I can help you launch your course or program in the next 90 days. Get in touch here.

And finally, a few questions to leave you with.

Where are you in your business journey? What are you looking to achieve? Do you REALLY need Kartra to help you achieve that?