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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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Filter for Features

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 ManagementView full feature definition

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