Here you will find a step by step walk through of our campaign builder and funnel mapper (visual map) features. This will allow you to build and share your campaigns and content as a marketable product within the Kartra software.
Before we begin, there are some notes and terminology to consider:
A campaign is a collection of Kartra based content that can be shared with other Kartra users. They can import the content into their own Kartra account from a campaign; such as sequences, broadcasts, checkouts, and any other Kartra based feature. A campaign can also have a “visual map” attached to it to show how the campaign’s content is intended to function.
A “Visual Map” or “Funnel Mapper” is a graphical representation of a funnel. This is not a feature that has a tangible action within the Kartra software like a campaign would have. To clarify further, this visual map is more akin to a image rather then an actual funnel used to show how a funnel will function; and is often attached to a campaign.
You can find full procedures on the content within this technical documentation:
This walk-through will be a step by step guide on how to create a campaign within the Kartra software. A campaign being a Kartra feature that allows you to combine a variety of Kartra based assets to share with other users or to organize content on your own account.
*Please note: User created content within a campaign such as a uploaded image in a Kartra page is not duplicated when you provide a campaign to another user. If you delete that image in your content on your account as an example, it will remove the image from all other users that are utilizing that campaign. This is important to know when managing / deleting past campaigns as this can drastically affect existing campaign users. If you use stock images and content from Kartra then this behavior should not occur, even if you delete the campaign on your end. We highly recommend the use of stock images and Kartra based templates to ensure continued campaign functionality even in the case of removal or account closure.
The first step will be to access the campaign tab via the left menu within Kartra and clicking either the “+ campaign” button to create a new campaign or editing an already existing campaign.
Once you name and describe your campaign the first step will be to provide a preview for the campaign. This will be a image or video that will display on the campaign itself within the Kartra interface.
Once you have created a campaign preview you can then click “Save and next” to move on to the next step.
*Please note: In order for a campaign to be created and show in Kartra you must complete all steps of a campaign builder until you reach the “finish” step. If you do not go through all the steps on your first campaign creation at least once the campaign will not be saved or created (despite clicking “Save and Next” multiple times).
The “Assets” tab is where you will add your Kartra based content into the campaign for sharing. Whatever content you put within this feature will be the content that is uploaded into any user who downloads / uses this campaign.
*Please note: Just because you add content to a Funnel (Visual map) does not mean it will be added to the assets of the campaign. Since the Funnel (Visual Map) is a separate feature, you will still need to add any pages or other content into the “Assets” tab to ensure they will be given to anyone who uses the campaign.
The “Marketplace” tab is how you will set your privacy options for the campaign as a whole. You can keep the campaign private, which means you need to utilize a sharing code to give access. Or you can list the campaign on the Kartra marketplace where it will be available to the public.
*Please note: Keeping a campaign private does via this step does not mean it cannot be shared. Private vs. public is merely when relating to the Kartra marketplace only.
Upon setting a campaign to be shown within our marketplace, you will see a variety of new tabs to manage your content via our public forum.
Free or Paid
Pitch your campaign
Share Visual Map (Funnel)
Send the campaign share code
Share code email
Free or Paid:
When sharing your content via a public forum you will have to choose whether or not customers will have to buy the campaign or if they merely have to opt-in.
Paid services will require the customer to purchase via a product you have setup on your account while free options require them to fill out an opt-in form. Either way a lead will be added to your Kartra account.
We also allow our users to setup a user-locked share code. This is on by default and ensures only one person can use a given code. Turning this off will allow people to share the code around to multiple users.
Pitch your campaign:
The pitch builder will be the content shown to leads before they opt-in or purchase your campaign. In short, this is the information that will show when the “click” the campaign to see more information.
Users can add elements such as images, video, and text to create a short “blog” about their campaign.
*Please note: You are not limited to one of these options and can add multiple ones as different elements.
*Please note: You cannot move sections within this mini-builder and you will want to ensure you add each section in the correct order / location.
Share Visual Map: (Also known as a Funnel)
This step allows for a variety of options on how to share / use the Visual Map (Funnel) created within the Funnel builder. This includes showing the full visual map (Funnel), the visual map (Funnel) with a simulation of the data within it, and not sharing any visual map (Funnel).
A visual map (Funnel) is a graphical representation of a campaign. This has no real affect on any Kartra content and is meant to create a means to show how a campaign will function. Most notably when you complete and share your visual map (Funnel), it will have different viewing and download options when presented to users via the marketplace.
Though separate sections these two tabs are related to each other. When a user opts-in or purchases a campaign via the Kartra marketplace our system will need to send them a share code. “Send the campaign share code” involves setting up the email gateways that will be used to send the email. The “share code email” tab is a typical email editor that will allow you to customize the email your leads will receive when getting the email for the share code.
*Please note: It is important that the campaign_code dynamic variable be added to the email, otherwise the leads who purchase or request this campaign will not be able to see a share code in the emails they receive.
Once you “Save and Next” via the sharing section of the campaign builder your campaign should be completed and will show up within the “campaigns” tab located here: https://app.kartra.com/campaigns
And with that you are done! Congratulation on setting up your campaign!
This feature allows our Kartra users to create a visual representation of a campaign; known as a Funnel. This visual representation can also be downloaded as an PDF or shared as a Kartra URL if the Funnel designer so chooses.
*Please note: This is not a functional bit of content and is more akin to a image or a simulator. As actual campaign content will still need to be added separately during the creation of a campaign; the creation of a Funnel will not create the campaign.
To begin editing this feature you will need to select “+ Funnel” button on the Funnels tab under campaigns, then you will have to create a name with a description, and finally where you will then be redirected to the Visual Map (Funnel) builder (a feature similar to our Page and Sequence builders).
*Please note: This builder does not have an auto-save feature and you will want to save your content periodically via the “Actions” drop-down menu to ensure you do not lose your progress on designed content.
Here is an example of what the builder will look like:
In the left hand column via “Assets” you will find any assets that can exist within the Kartra software:
As you drag any of this content into the builder you can either reference an already existing Kartra based asset or you can create a “placeholder” (in case you have not created the asset yet).
*Please note: You can toggle a view to see placeholders via the menu option at the top of the screen.
There is also the “Actions” option which allows you to set markers that create a graphical representation of a consumer behavior:
And finally you can add graphical representations of where your lead traffic is coming form via the “Traffic” options:
Once you drag your assets, actions, and traffic icons into the main body of the builder you can then proceed to connect them via the arrow options on the sides of the boxes.
*Please note: This is just a graphical representation of a funnel’s design and there is no direct functionality tied to the arrows mentioned in this image.
Upon completion of your design the final step will be to click “Save and Exit” from your “Actions” menu in the top right.
This should then exit you out of the builder and take you back into the Funnel tab. Where you will see your funnel shown in the list.