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Kartra Beginners Guide: How to Get Started with Kartra

by Matthew Carter | Last Updated: February 22, 2024
Kartra Beginners Guide: How to Get Started with Kartra

If you’re new to Kartra in 2023 and not sure how to get started, then this Kartra beginner guide is for you. You’ll learn how to get a quick start, and which are the key features to learn right away. 

What is Kartra?

In the competitive world of online sales and marketing, having a powerful all-in-one tool can make all the difference. Kartra is that tool!

kartra tools

What Does Kartra Do?

With its wide range of features, Kartra allows you to streamline your processes and skyrocket your success.

Whether you're in eCommerce, a coach, a course creator, or a membership site owner, Kartra has everything you need to thrive. From selling products and building email lists to creating affiliate programs and hosting online courses, Kartra has it all.

And the best part? You can get started with a Free trial (normally a 14-day trial). There’s no Kartra coupon needed. For a limited time, simply click here to learn more about the 30 day Kartra Free trial.

Starting the Free Kartra Trial

Kartra pricing has 3 membership tiers.

The tiers increase in functionality and also price. The bigger and more complex your business, the higher the tier you should select.

You can use the limited-time Kartra Free Trial deal to join any of the plans for 30 days. After the 30 days, your plan will automatically renew.

kartra pricing
Pro Tip: "The main difference or restrictions that will affect you at an early stage is the number of leads that you have in your email list. If you already have an existing business with 5000 customers in your email list, then the starter plan will be too limiting. So, choose a Kartra pricing plan according to need."

The Kartra starter plan is great for beginners.

Kartra 30 day free trial

Quick Start Guide For Kartra

Let's explore how Kartra can revolutionize your business.

Setting Up Your Products and Payment Processors

One of Kartra's key features is its ability to seamlessly set up products for sale.

The first thing you need to do is to integrate payment processors like Stripe or PayPal.

kartra payment gateway

Then, simply navigate to the Products section, click on New Product, and provide all the necessary information, including description and images. Your product can be anything including physical products, coaching, online courses or eBooks.

kartra course builder

Once your product is set up, you can easily select your chosen payment processor(s) and start promoting to generate sales.

Streamlining Product Communication

Now you've set up your products, it's important to ensure smooth communication with your customers.

kartra crm

Kartra simplifies this process by enabling you to set up post-sales processes, such as:

Sending out customer log in details to a membership site
Sending a secure downloadable link (e.g. for an a eBook)
Adding customers to the correct email lists
Tagging customers so they can be segmented

The awesome thing is that all this can be automated. So, you can build a relationship with your customers on autopilot. 

Learn More About Kartra

Harnessing the Power of Kartra's Email Builder

Email marketing is a crucial aspect of any successful sales and marketing strategy.

Kartra's email builder makes it easy for you to create and send professional emails to your subscribers.

kartra email automation

By integrating a professional email address under the Integrations section, you can choose recipients who are subscribed to your lists and effectively engage with them through broadcast, sequences, and automations.

kartra email broadcast

With Kartra's drag and drop blocks, you can:

Personalize emails with customer names
build visually appealing emails
and even conduct A/B testing to optimize your email performance
kartra split test feature

Designing Stunning Pages with Kartra's Page Builder

First impressions matter, and with Kartra's Page Builder, you can make sure your squeeze and sales pages leave a lasting impact.

kartra landing page

Choose from a variety of templates and customize everything from colors to graphics.

Kartra's text and image editing tools allow you to personalize your pages, giving them a unique touch.

Organize your pages in a way that aligns with your business goals and create a seamless user experience.

Additionally, Kartra integrates with Canva, a free graphic design tool, allowing you to effortlessly upload designs and further enhance your page aesthetics.

30day kartra trial

Unleashing Your Creativity in Customizing Pages

Kartra offers incredible flexibility in customizing your pages.

kartra page builder

Whether you prefer starting with pre-designed templates or building pages from scratch, Kartra can handle it. Customize templates to match your brand's aesthetics or build pages from scratch and add pre-built sections and components.

From buttons to images, you have full control over every element. With Kartra's editing features, you can also control background settings, ensuring every detail is perfect.

Creating Engaging Membership Sites with Kartra's Membership Builder

If you offer online courses or group programs, Kartra's Membership Builder is perfect for you.

kartra membership templates

You can easily host and manage your content, providing a seamless learning experience for your students.

Create custom membership titles, upload your own logo, and protect your content with passwords for paid products.

With various design options, including progress bars and featured posts, you can create engaging and impactful learning environments.

Pro Tip: "Create a template for each lesson and then clone the design across your course. This will help you to quickly build you course, but will also help create a consistent user experience."
Learn More About Kartra

The drag and drop functionality allows you to effortlessly build courses, and the option to categorize modules and choose different icons for different lesson types enhances organization.  

Easily add text, images, video content. Upload videos directly to Kartra or connect to other video sharing platforms like Youtube, Vimeo or Wistia.

karta hosted files

One of the newest features includes drip feeding content so that any new member receives access to content over time. This not only creates a better user experience, but also ensures that members continue paying for subscriptions for a longer period.

Kartra 30 day free trial

Automate Your Online Business with Kartra

One of the biggest advantages of using Kartra is its automation capabilities.

By automating various aspects of your online business, you can save time and focus on what matters most: growing your business.

In-depth Training on How to Use Kartra

Once you’ve signed up with Kartra I highly recommend that you join their FREE Kartra training program called “Kartranaut”.


There are a large number of features inside the Kartraverse. The Kartranaut course will guide you through every single one of them! Click here to start your journey!

Pro Tip: "To get quick hands on experience and to save time. I recommend that you have two screens open. On one screen have the video tutorials running and on second screen open your Kartra account, so you can start setting up Kartra as you go through the course."

You can also learn more about Kartra in our Kartra Review article.


In conclusion, Kartra is a game-changer for anyone in the sales and marketing industry. What I’ve shared in this Kartra beginner guide, is only the tip of the iceberg!

With its wide range of features, you can streamline your processes, engage with your audience, and boost your sales. From setting up products and payment processors to designing stunning pages and automating your business, Kartra has it all.

And with a Kartra Free trial, there's no reason not to give it a try.

Don't miss out on the opportunity to take your business to new heights. Get started with Kartra today and unlock the full potential of your sales and marketing efforts.

30day kartra trial

At Hustle Life we love bringing you well-researched content to help you online side hustle grow into a thriving business. So that we continue to create great content without opening the site to annoying advertising, we accept affiliate payments. Thank you for using our Kartra affiliate link.

If you enjoy our content, please remember to like, and follow us on Facebook.

Matt Carter

Matthew Carter is our Hustle Life funnel building go-to-guy. His expertise across Kartra, ClickFunnels, and Leadpages has proven to be an invaluable resource!


Is Kartra Mobile Friendly?

Absolutely! You can preview your pages on desktop, tablet, and mobile devices to ensure an optimal user experience. Once you’re happy with how a page looks, then it’s easy to publish them and share the links with your audience.

How Much Bandwidth is Included with Kartra Hosting?

The content you upload will consume bandwidth. Every time any content is downloaded it will also consume MORE bandwidth!

Bandwidth is restricted to 50 GB with the current Starter Plan. Which could quickly become a problem if you are loading video content. However, Kartra are reviewing this restriction and it may increase during 2023! Watch this space.

The Kartra Silver and Platinum Plans have unlimited bandwidth.

How to Cancel Kartra Membership?

All Kartra pricing plans come with a 30-Day Money Back Guarantee.

If for any reason you’re not satisfied with Kartra you can receive a full refund within 30 days. So it’s totally risk-free.

After the 30 days, you can still cancel your subscription and stop any recurring payments.

What is the Best Kartra Alternative?

In my experience, the best alternative all-in-one digital marketing software to Kartra is ClickFunnels. The latest release of the platform: ClickFunnels 2.0 is now available on a free trial. Read more here in our ClickFunnels 2.0 Review.

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  • We don’t accept any payments to do review articles. Our opinions are our own.
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  • We have either hands-on experience or conduct our own user testing.
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