Kartra Features
What are the features of Kartra?
Email Marketing
- Building and Personalizing Emails
- Sending Outbound Emails
- Manage Email Deliverability
- Automated Email Responses
Online Marketing
- Landing Pages and Forms
- Dynamic Content
- Mobile Optimized
Lead Management
- Marketing Lead Database
- Data Quality Management
- Segmentation
- Lead Nurturing
- Automated Alerts and Tasks
Campaign Management
- Program Management
- Calendaring
Reporting & Analytics
- Basic Reporting
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Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. | Not enough data | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data |
Platform
Customization | System provides sufficient customization to meet business requirements | Not enough data | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | Not enough data | |
Data Synchronization | Syncs lead data within the sales database for consistency and accuracy | Not enough data | |
Analysis | Provides analysis on lead scores, funnel insights, and both open and closed opportunities | Not enough data |
Email Marketing
Building and Personalizing Emails | Based on 21 Kartra reviews and verified by the G2 Product R&D team. Create and design emails with an editor; manage templates; personalize dynamically | 77% (Based on 21 reviews) | |
Sending Outbound Emails | Based on 21 Kartra reviews and verified by the G2 Product R&D team. Create targeted lists, schedule and manage bulk email sending. | 78% (Based on 21 reviews) | |
Manage Email Deliverability | Based on 20 Kartra reviews and verified by the G2 Product R&D team. Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. | 77% (Based on 20 reviews) | |
Automated Email Responses | Based on 19 Kartra reviews and verified by the G2 Product R&D team. Set up automated nurturing emails based on events, online activities, and lead scores | 81% (Based on 19 reviews) |
Online Marketing
Landing Pages and Forms | Based on 19 Kartra reviews and verified by the G2 Product R&D team. Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. | 82% (Based on 19 reviews) | |
Dynamic Content | Based on 17 Kartra reviews and verified by the G2 Product R&D team. Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. | 75% (Based on 17 reviews) | |
A/B Testing | Based on 12 Kartra reviews and verified by the G2 Product R&D team. Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. | 76% (Based on 12 reviews) | |
Mobile Optimized | Based on 14 Kartra reviews and verified by the G2 Product R&D team. Support mobile-optimized emails, online forms, and landing pages. | 82% (Based on 14 reviews) | |
Search Tracking and Optimization | Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. | Not enough data |
Lead Management
Marketing Lead Database | Based on 16 Kartra reviews and verified by the G2 Product R&D team. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. | 83% (Based on 16 reviews) | |
Data Quality Management | Based on 14 Kartra reviews and verified by the G2 Product R&D team. Data quality consists of deduplication, cleansing, and appending your marketing database. | 74% (Based on 14 reviews) | |
Segmentation | Based on 16 Kartra reviews and verified by the G2 Product R&D team. Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. | 80% (Based on 16 reviews) | |
Lead Scoring and Grading | Based on 12 Kartra reviews and verified by the G2 Product R&D team. Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. | 68% (Based on 12 reviews) | |
Lead Nurturing | Based on 15 Kartra reviews and verified by the G2 Product R&D team. Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. | 84% (Based on 15 reviews) | |
Online Behavior Tracking | Based on 12 Kartra reviews and verified by the G2 Product R&D team. Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. | 69% (Based on 12 reviews) | |
Automated Alerts and Tasks | Based on 16 Kartra reviews and verified by the G2 Product R&D team. Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. | 69% (Based on 16 reviews) | |
CRM Lead Integration | Based on 11 Kartra reviews and verified by the G2 Product R&D team. Sync lead, contact, account, and opportunity information with your CRM system. | 76% (Based on 11 reviews) |
Campaign Management
Program Management | See feature definition | Based on 14 Kartra reviews and verified by the G2 Product R&D team. Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. | 67% (Based on 14 reviews) |
Event / Webinar Marketing | Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. This feature was mentioned in 10 Kartra reviews. | 83% (Based on 10 reviews) | |
Calendaring | Based on 15 Kartra reviews and verified by the G2 Product R&D team. Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. | 64% (Based on 15 reviews) | |
Budgeting | Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. 10 reviewers of Kartra have provided feedback on this feature. | 53% (Based on 10 reviews) |
Social
Social Listening | Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. | Not enough data | |
Social Sharing | Based on 10 Kartra reviews and verified by the G2 Product R&D team. Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. | 47% (Based on 10 reviews) | |
Social Campaigns | Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. | Not enough data | |
Social Media Engagement | Based on 10 Kartra reviews and verified by the G2 Product R&D team. Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. | 53% (Based on 10 reviews) | |
Social Media Advertising | Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time | Not enough data |
Reporting & Analytics
Basic Reporting | Based on 17 Kartra reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. | 74% (Based on 17 reviews) | |
Web Analytics | Based on 13 Kartra reviews and verified by the G2 Product R&D team. Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. | 64% (Based on 13 reviews) | |
ROI Analytics | Based on 12 Kartra reviews and verified by the G2 Product R&D team. Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. | 64% (Based on 12 reviews) | |
Revenue Analytics | Based on 11 Kartra reviews and verified by the G2 Product R&D team. Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. | 62% (Based on 11 reviews) | |
SEO / Keyword Analytics | Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. | Not enough data |
Attribution
Lead Opportunity | Aligns lead scores with predefined lead distribution criteria | Not enough data | |
Lead Assignment | Matches and assigns leads to the correct sales representative | Not enough data | |
Pipeline Acceleration | Determines which leads should be prioritized and then accelerates them up the pipeline | Not enough data |
Discovery
Lead Management | Integrates with lead capture and lead intelligence tools to discover leads | Not enough data | |
Scoring/Ranking | Creates and assigns scoring system to rank the viability of leads | Not enough data | |
Lead Context | Integrates with CRM or marketing automation tools to contextualize lead data | Not enough data |
Management
Conversion Viability | Reports on and analyzes lead scores to determine the conversion rate of lead opportunities | Not enough data | |
Workflow | Aligns lead scores and strategy with existing sales operations | Not enough data |
Communication
Pop-up Chat | Enables a popup chat window on company websites to encourage interaction between website visitors and designated company representatives. | Not enough data | |
Notifications | Delivers notifications to both sides of the conversation. | Not enough data | |
Targeted Emails | Sends automated emails to further engage clients and potential clients. | Not enough data | |
In-App Messaging | Allows for live chat to be enabled within the app for customer help. | Not enough data | |
Co-Browsing | Allows agents to join a customer's browser session and navigate through the website with them. | Not enough data |
Internal Use
Customization | Allows users to customize chat colors, text, logos, and branding. | Not enough data | |
Conversation Archiving | Archives conversations in a separate location for later reference. | Not enough data | |
Lead Development | Enables employees to denote potential customers. | Not enough data | |
Knowledge Base | Establishes a knowledge base for employee reference during conversations. | Not enough data | |
Team Inbox | Provides a central location for help requests, helping employees respond sooner. | Not enough data | |
Customer Profiles | Allows for the creation of profiles for contacts and customers. | Not enough data |
Customizations
Templates | Provides ready-made templates for simplified website creation. | Not enough data | |
Drag and Drop | Allows users to drag and drop items and content to customize their site's look. | Not enough data | |
HTML Input | Permits HTML-savvy administrators to input code to uniquely customize their website. | Not enough data | |
Domain Name | Offers customers the option to purchase a unique domain name. | Not enough data |
Growth
SEO | Provides insight into words that would increase search engine optimization. | Not enough data | |
Site Analytics | Gives users insight into unique pageviews, subscribers, location of viewers, etc. | Not enough data | |
Marketing Tools | Provides tools that aid in user marketing efforts. | Not enough data | |
E-Commerce | Allows users to turn their website into an online store by offering e-commerce capabilities. | Not enough data |
Content
Email Integrations | Provides an email for users to field communication within their website builder too. | Not enough data | |
Content Management | Manages content such as blogs, marketing tools, newsletters, etc. | Not enough data | |
Permissions | Allows administrators to create role or password-based permissions to ensure users see only what they should see. | Not enough data | |
WordPress Tool | Website Builder | Not enough data |
Templates
Text and Themes | Allow users to edit text and themes on email templates | Not enough data | |
Mobile Responsive | Provide mobile responsive email templates | Not enough data |
Edit
Pre-Made | Offer pre-made email templates | Not enough data | |
Build | Allow users to create their own email templates | Not enough data | |
HTML | Use drag-and-drop HTML editing to create email templates | Not enough data |
Logistics
Analytics | Provide analytics reporting so that users can see how their campaigns perform | Not enough data | |
Issues | Allow for users to identify potential issues that would stop their emails from sending | Not enough data | |
Integrations | Integrate with email software or email marketing and marketing automation platforms | Not enough data | |
Shareable Link | Ability to share email templates via a link to collect feedback on the created emails easily | Not enough data |
Design and Customization
Pre-Designed Templates | Provides pre-designed themes and templates for pop-up messages | Not enough data | |
Pop-Up Types | Offers a variety of different pop-ups such as opt-in forms, welcome mats, top bars, CTAs, etc. | Not enough data | |
No-Code Customization | Allows users to customize pop-up designs through a drag-and-drop editor or other no-code interface | Not enough data | |
Mobile Optimized | Pop-ups are optimized to display correctly on mobile devices | Not enough data |
Campaigns
Targeting | Ability to target specific visitors based on referrer, geo-location, cookies, or previous history | Not enough data | |
Triggered Campaigns | Ability to trigger time-based or behavior-based pop-up campaigns | Not enough data | |
A/B Testing | Tools for creating split A/B tests | Not enough data | |
Analytics | Measure and visualize campaign performance and conversion rates | Not enough data |
Integrations
CRM/Email Integrations | Integrates with popular CRMs and email marketing software | Not enough data | |
WCM Integrations | Integrates with web content management systems | Not enough data | |
E-Commerce Integrations | Integrates with e-commerce platforms | Not enough data | |
Social Media Integrations | Integrates with social networks | Not enough data | |
E-Commerce Integration | Integrates with e-commerce platforms. | Not enough data | |
Email Marketing Integration | Integrates with email marketing providers to share captured lead data. | Not enough data | |
Domain Integration | Allows companies to connect landing pages to their existing domain. | Not enough data |
Page Customization
Drag and Drop | Allows users to drag and drop items and content to customize their site's look. | Not enough data | |
Templates | Provides ready-made templates for simplified landing page creation. | Not enough data | |
Advanced Customization | Allows users to edit a page's HTML or CSS code, or add custom code. | Not enough data | |
Content Library | Allows users to upload and manage content such as photos, videos, and audio. | Not enough data |
Page Optimization
A/B Testing | Enables users to test changes to a page by administering the change to a portion of visitors and measuring conversion. | Not enough data | |
Mobile Responsive | Creates mobile responsive pages for optimized viewing on mobile devices. | Not enough data | |
Web Analytics | Gives users insight into unique pageviews, conversions, visitor location and device type, etc. | Not enough data | |
SEO | Optimizes content to increase search engine result rankings. | Not enough data |
Lead Monitoring
Features | Provides features to create and manage lists of potential customers | Not enough data | |
Performance | Monitors form’s performance and contribution to the sales pipeline | Not enough data | |
Identification | Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page | Not enough data |
Data Capture
Websites | Captures form submissions from existing forms on websites or landing pages | Not enough data | |
Social Media | Captures leads across social media channels | Not enough data | |
Data | Captures measurable, real customer data gathered directly from a website | Not enough data |
Analytics
Export/Import | Exports and imports lead data to and from various formats like plain text, spreadsheets, etc. | Not enough data | |
Reporting | Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc. | Not enough data | |
Reporting and Analytics | Provides reporting and analytics tools to quantify the results of the experiment. | Not enough data |
Customization
Forms | Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter | Not enough data | |
Personalization | Changes colors, calls to action, or form length to personalize lead capture | Not enough data | |
Templates | Provides pre-configured templates that can be customized by users | Not enough data | |
Integration | Integrates with sales and marketing software solutions to transfer lead data between them | Not enough data | |
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates | Not enough data | |
Conditional Logic | Enables forms to hide or show certain fields based on respondents' answers | Not enough data | |
Multi-page Forms | Allows users to create forms with more than one page | Not enough data | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) | Not enough data |
Support
Customer Support | Customer Support | Not enough data |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch | Not enough data | |
Offline Capability | Can used without an internet connection | Not enough data | |
Notifications | Sends notifications when a completed form is recieved | Not enough data | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms | Not enough data | |
Mobile Forms | Allows users to build, distribute and access forms from a mobile device | Not enough data |
Experimental Design
Multivariate testing capacities | Allows for the testing of multiple variables at a time during a single test. | Not enough data | |
Concurrent Testing | Allows multiple experiments to be deployed simultaneously. | Not enough data | |
Mobile Testing | Allows mobile web pages to be tested during A/B experiments. | Not enough data |
Computing
WYSIWYG | What You See is What You Get (WYSIWYG) features allow the editing of web pages without HTML. This means you can directly edit pages with images and text without any coding. | Not enough data | |
AI/Machine Learning | Uses algorithms and continuous data entry to enable the technology to develop insights and optimize testing. | Not enough data | |
Little to No Coding | Requires little to no knowledge of coding. Usually this means it comes with prewritten code. | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |