Kartra Documentation Technical Documentation for Kartra

Social Media Integrations

Social media integrations, what is this feature?

The Kartra software does not have a dedicated feature to manage social media. However, the already existing features Kartra includes do make use of social media to help with your content.

For example you may see icons such as this show up in your content:

Social Media 01

These make reference to various third-party social media services. (In order of icons shown above)

  • Facebook – A social media service dedicated to family and friend related connections.
  • Twitter – A social media service that allows individuals or groups speak quickly to large amounts of people in short messages.
  • LinkedIn – A social media service dedicated to work related connections and job applications.
  • Instagram – A service dedicated to having users share images and photos.

This documentation will walk you through the expected behaviors of these icons in the various Kartra features. As the functionality will vary from feature to feature.

*Please note: We will not explain what these social media services entail, as the nature of these platforms can change from day to day and how they are used vary from user to user.  And as their content is too vast we ask you reach out to their support channels if you have questions about their features.

Kartra Page builder (Social Media Icons)

The Kartra page builder (Sections / Footers):

The Kartra page builder is a feature you can find within the “My Pages” section of Kartra here: https://app.kartra.com/pages

Though there may be some icons located elsewhere, the most common feature to contain the social media icons will be the page footer.

Page Builder 01

Upon choosing a footer template for your page you can edit the various social media icons by placing your mouse over the icon and clicking one of the three editing options:

Page Builder 02

  1. The first icon allows you to clone the button and create more options.
  2. The pencil icon allows you do edit the button’s details. (Covered in more detail below)
  3. While the X icon will remove the button.

The clone and delete options are self-explanatory. So lets dive into the edit options for one of these social media icons.

There are three primary methods of updating this feature. Including the editing of the icon itself:

Page Builder 03

The ability to add an effect or animation:

Page Builder 04

And finally the most important feature, the ability to choose what behavior your icon will do. Technically this social media feature is not a fully fledged integration (such as an API) and it will behave similar to our “image” options. So if you want the social media icon to actually go to your social media account you will need to ensure you “Link to another page” and put in the URL for your social media content.

Page Builder 05

*Please note: The primary feature of these icons are to take a user to a specific destination just as you would with any normal URL link.

 

The Kartra page builder (Components / Social Share):

Within the Kartra page builder you can find a variety of social share options within the components area.

Page Builder 06

These features are a bit more complex then the simple URL links you will find in a typical footer as described in the previous instructions. As clicking any one of these features will automatically open the social media platform and allow your viewing lead / customer to share the page they are looking at via that particular platform. These particular buttons also do not allow editing options beyond the deletion of a particular social share icon.

So for example if I am visiting a page and click the Facebook share icon, a separate window will pop-up asking me to login to Facebook (if I am not already logged in). And once logged in, a post will be created that will link to the page where I just came from (the one with these social media icons). Allowing me to share the page with my social media groups with a simple click.

*Please note: The lead must confirm the post before it gets sent out. This feature just does all the work of creating the post for them, to then have them click accept and send to the social media platform they select.

*Please note: The primary feature of these icons is to allow the viewing user to share the page they are currently on (your Kartra page) with a social media service of their choosing as quickly as possible. It assumes they are already a member of that particular platform.

Email Editors (Social Media Icons)

Throughout the Kartra software our users will have the ability to edit emails to send to their users: (As shown in the image below)

Email Editor 01

These emails allow for simple text based functionality all the way up to advanced template design.

In the advanced email options there are a variety of footers and headers that contain social media icons.

Email Editor 02

Similar to the Kartra page builder icons, these merely function as links to a given page. And it is essential to the Kartra user to ensure there is a URL link to the matching content of the social media image.

Email Editor 03

* Please Note: In short, the social media icons in this context behave like an image with a URL shortcut link.

Membership Builder (Social Media Icons)

The membership builder allows our users a wide range of customization. And beyond the most basic image and URL options, the only feature within the membership builder to include social media icons would be the “host” feature.

Memberships allow our users to designate a “host” or “creator” to a given posts content.

Membership Builder 01

One of the features you can turn on and off for this “host” is the ability to have URL links to the host’s social media.

Membership Builder 02

As you would with any image URL, you need to update the URL to contain the appropriate social media.

*Please Note: You must turn on each social media icon one by one to ensure they show within the host window. As turning on the “Show social media Icons” button is not enough on its own.

Videos (Social Media Icons)

Within the Kartra video uploading options, users can add “call to actions” within a given video. This allows various features to pop-up within that video.

Most notably you can add a “Share to unlock” option.

Videos 01

Though it does not use all social media content, this feature asks a viewing lead to share the video on either their twitter account or their Facebook account.

*Please Note: This feature can be set as mandatory. Which would force any viewing leads to share the video in order to see it past the point you designate via this feature.

Surveys (Social Media Icons)

You can find the one instance of social media icons within a Kartra survey in the “congratulations” screen.

Survey Editor 01

Through a toggle you can turn on the social media share feature which allows your users to share their success via the included social media services. Similar to the Kartra page social share options, this feature will create a post within the social media service on behalf of the lead where the lead then just needs to send it off to show their followers.

*Please Note: Unlike the page builder social share that shares the active page the lead is on, you will need to define the URL destination of the share within the survey social media options.

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