Kartra’s forms feature enables users to easily create and embed forms onto webpages.
Once the lead’s information has been obtained, follow-up emails and outreach can be scheduled.
The platform provides numerous templates that are accessible at every subscription level to help you get started efficiently.
Key Takeaways:
- Kartra offers a wide selection of over 50 form templates for users to choose from.
- The feature is accessible to all subscription plans.
Third-party form software can be integrated with the platform.
Kartra Forms Feature
Kartra forms allow for the collection of potential customer and site visitor information.
The form feature can be utilized for both new site visitors and existing customers.
Customize your Kartra form using the platform’s features to personalize it to your preferences.
Below is a compilation of form tools.
- Form templates – The platform offers various form templates for businesses, such as opt-in forms and lead generation forms, to customize as needed.
- Customize fields – Forms can be customized to gather specific information from leads according to their requirements.
- Tagging – Once the prospect has completed the form, you have the option to assign a tag to them, which will activate email automation and other functionalities.
- Multimedia – Forms and pages can be improved by incorporating videos and images.
- Drag-and-drop builder – The platform provides a form builder that allows users to create forms without the need for coding or technical knowledge.
Kartra Plan Requirements to Create Forms
Kartra forms are available for all subscription plans, making them a core feature that all users can access and utilize.
A potential limitation of the Starter plan is a page limit of 100, restricting the number of unique form pages that can be published.
In addition, plans have the ability to generate forms, utilize drag-and-drop templates, and make use of customization options.
Kartra Forms Templates
The platform provides a variety of templates for creating forms, with over 50 options available.
Businesses can utilize customer information and enrollment forms during the sales process as they are highly versatile.
These are some commonly cited examples:
- Email capture – Provide your email for future communication and follow-up.
- Newsletter sign up – Provide customers with periodic newsletters and updates.
- App leads – Create a list of potential users who have shown interest in your app before its official launch.
- Free downloadables – Request contact information from customers in exchange for a digital download.
- Webinar capture – Customers are required to fill out a form in order to register for a webinar, whether it is free or paid, in order to assist with event scheduling.
How to Create a Kartra Form
One way to explain this process is through the use of an opt-in email form, chosen from a variety of template options.
Here’s how to create a form:
- To access the Forms section, locate it on the left side of your Kartra dashboard.
- When accessing the Form page, you will be able to view any previously created forms. To create a new form, click on the + Form option located at the bottom left corner of the screen.
- A prompt will display asking for the name of your new form.
- Next, click on the Create option located at the top right corner.
- You will be redirected to the form creation page, where you can choose from two pre-set fields: name and email. If you only need to collect that information, click confirm at the top of the page.
- To add custom fields, click on the + New Field box and select either a predefined field or a custom field.
- Upon completion, please click “Add field”. To proceed, click “Confirm” at the top left of the Form Fields section.
- To continue, choose the Save and Next option for the next step.
- There are two options for opting in: single or double. In the case of a double opt-in, a confirmation link will be emailed for validation.
- Select Confirm.
- Make sure to include a URL for the success page where customers will be directed after opting in.
- Click Save and Next.
- You have the option of sending a welcome message if desired, otherwise please indicate your preference by checking the appropriate box.
- Click Confirm.
- To set up automations, review each tag and enable any desired automation by clicking Change on the right-hand side to configure the settings.
- After finishing, click on the Save and Next button located at the bottom of the page.
- Indicate your preference for receiving the form: on a Kartra page, in a video, or embedded on your website.
Note!
The form builder can generate the code for embedding the form into your website, which can then be added to your page builder.
- To customize the form, click on Launch Your Form Builder if you’re embedding it.
- Navigate to the builder and adjust the types and settings in the Options menu to suit your requirements.
- After completing the task, select Actions, Save and Exit, Confirm, and finally Save and Exit again.
The form is now finalized and can be utilized within your Page Builder.
Looking at Form Analytics
Once your form begins collecting leads, you can view statistical data in the Analytics section. The top of the page will display a large graph with different data points.
- Visitors, or those who viewed your form
- Subscribers, or those who filled out your form
- Pending, or those who have not yet been processed
- Opt-in ratio, or the percentage of those who signed up after viewing your form
The graph can be adjusted using the two bubbles at the bottom, and specific form and time frame selections can be made using the drop-down menus. All available forms and associated data are listed below.
- Form name
- Ratio (Opt-In Ratio as shown earlier)
- Visitors
- Subscriptions
- Today (Subscriptions from today)
- Yesterday (Subscriptions from yesterday)
- Confirmation (whether you have chosen single, or double opt-in for the form)
- Pending (how many leads are currently being processed)
Alternative Software for Creating Kartra Forms
If the Form Builder in Kartra does not meet your requirements, you may need to consider using a different form-building software that is compatible for integration.
Here are some alternative form options that work with the platform:
- Paperform – They provide scheduling, integration with other platforms, order form creation, and sales capabilities through forms.
- PDF filler – This software allows for integration with Kartra, enabling customers to annotate, edit, and sign PDF forms. It is best suited for formal documents.
- Elementor forms – For those who prefer WordPress and are familiar with Elementor forms, submissions can be easily forwarded to the Kartra lead database.
Conclusion
Kartra’s incredible forms feature revolutionizes digital marketing, unleashing unparalleled creativity and efficiency. With an impressive collection of over 50 stunning templates, available to all subscription tiers, the process of creating captivating forms is effortlessly seamless. Empowering users to capture vital customer information, this platform ignites a wave of possibilities for targeted follow-up and engaging experiences. Get ready to embark on a thrilling journey of marketing excellence!
Kartra’s forms are more than just data collection tools. They’re like super-powered transformers that can integrate with any form of software, think intuitively with conditional logic, and even run A/B tests. With a treasure trove of features to meet all your marketing needs, Kartra makes collaboration a breeze, empowering teams to create captivating forms with real-time finesse.
In a world filled with digital challenges, Kartra emerges as the fearless hero, armed with SSL encryption and data protection regulations, to bring peace and security to businesses traversing the treacherous digital landscape. Trust in Kartra to shield your sensitive information and keep you compliant, guiding you through the ever-evolving realm of form security.
Kartra’s forms feature is more than just a data collection tool; it’s a powerhouse for captivating customers, nurturing leads, and optimizing campaigns. In a world where marketers are constantly searching for innovative ways to connect with their audience, Kartra shines as a dynamic and intuitive platform that unleashes the full potential of your digital strategies, leaving an unforgettable impact in the
Frequently Asked Questions
Is it possible to customize the appearance of Kartra forms to match my brand’s identity?
Absolutely! Kartra provides a range of customization options. From the form builder to advanced styling and mobile responsiveness, you have the creative freedom to design forms that align seamlessly with your brand. Add background images, customize fields and labels, and even personalize the success page to create a cohesive and immersive brand experience for your audience.
Are there limitations on form creation based on my Kartra subscription plan?
While all Kartra plans can create forms, the Starter plan has a page limit of 100. This means you can’t publish more than 100 unique form pages with this plan. However, all subscription tiers, including the Starter plan, provide access to the essential and powerful features of Kartra Forms, ensuring flexibility for businesses of all sizes.
How many form templates does Kartra offer, and can I customize them?
Kartra boasts over 50 amazing form templates across various categories. These templates serve as a starting point for your creativity, and yes, they are fully customizable. Unleash your imagination by modifying colors, fonts, and layouts to align the templates with your brand and campaign objectives.
Can I integrate third-party form software with Kartra?
Yes, you can! Kartra understands the importance of seamless workflow integration. The platform allows you to connect with third-party form software, ensuring a cohesive data management system and enhancing your overall marketing strategy. This flexibility enables you to leverage your preferred tools in conjunction with Kartra’s robust features.
Is it possible to customize the appearance of Kartra forms to match my brand’s identity?
Absolutely! Kartra provides a range of customization options. From the form builder to advanced styling and mobile responsiveness, you have the creative freedom to design forms that align seamlessly with your brand. Add background images, customize fields and labels, and even personalize the success page to create a cohesive and immersive brand experience for your audience.
