Kartra

Welcome

Our Kartra integration allows you to sell your Kartra products from our hosted checkout pages, using any of our supported payment gateways and payment options.

What you'll get

  • Easy setup and full control over the payment options available to your customers
  • Automatic management of member access to your Kartra courses and materials
  • Fully secure checkout experience for your customers
  • Reporting and notifications on payments received

How does it work

Kartra uses tags to allow powerful automations to be executed on leads and products. CheckoutJoy uses this concept to grant access to memberships and products when a customer completes a purchase through our checkout pages.

Your setup will include creating a Tag, and setting up an automation that grants access to a product when a lead is assigned this specific tag. In CheckoutJoy, you will set up a checkout page which is also linked to the tag that you created in Kartra.

When a customer completes a checkout on your checkout page, CheckoutJoy will create the lead in Kartra (or update if it already exists) and assign the tag to the lead. This will kick-off the Kartra automation to grant the lead access to your membership, and any other automation that is linked to that membership.

And that is it! You have now completed a sale for your Kartra membership using a payment option that your customers know and trust!

This guide assumes that you already have a product set up in Kartra.

Step 1 - Create a Tag

In your Kartra dashboard, navigate to My Communications and select Tags from the top navigation.

Finding your Kartra api credentials

Enter a unique Tag name and select the appropriate tag category.

Finding your Kartra api credentials

In the next step we'll set up an automation to give access to a product when a Lead is assigned this tag.

Step 2 - Set up an automation

Now set up an automation to grant access to a membership if a lead is assigned that tag. Remember to click the Add before saving.

Finding your Kartra api credentials

That's it for your Kartra setup! Now move over to CheckoutJoy to set up your checkout page.

Step 3 - Connect your Kartra account in CheckoutJoy

See this page on how to connect your Kartra account.

Step 4 - Create your Offer in CheckoutJoy

See this page on how to set up your offers in CheckoutJoy.