Step-By-Step Guide to Creating a New Campaign with Kartra Integration
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Inbound’.
2. Navigate to 'Campaigns':
In the 'Inbound' application, find and select the 'Campaigns' tab, which is located between 'My Leads' and 'Reporting'. Once on the 'Campaigns' screen, go to the top right corner and click '+ New Campaign'.
3. Select the Integration Type:
You will see a list of available integrations. Select the 'Kartra' icon and then click 'Continue' at the top of the page.
4. Fill in Campaign Details:
In the 'Campaign Name' field, input a descriptive name for your 'Kartra' campaign.
5. Enter Kartra Page ID:
Enter your Kartra page ID.
6. Add Leads to CRM and Type of Contact Record
You can select the option to automatically add leads to the CRM by changing the toggle to 'On'. If 'On' is selected, you can select the type of contact record that you would like created. The toggle allows for either 'People' or 'Business'. When done, click 'Continue'.
7. Decide on Deal Creation:
You have the option to auto-generate new deals within the 'Deals' app each time a new lead is integrated. If you wish to auto-generate deals, select 'Yes, Create New Deals' and proceed to the next step. If not, select 'No, Don’t Create New Deals' and skip to step number 9.
8. Specify Deal Pipeline and Stage:
If 'Yes, Create New Deals' is selected, a new menu will load, asking you to choose a Pipeline and the Deal stage for your new lead. After making your choices, proceed to the next step.
9. Set Sales Rep Distribution:
Select the Sales Representatives from your team that you want to assign to new leads. If you select multiple individuals, the system will alternate lead assignments between them. After this, select a phone number for SMS notifications (to be sent to the reps).
10. Setting up Email Notifications
The 'From' field displays the name of the sender in the email. You can select the name from the dropdown menu.
In the 'Reply To' field, input the desired email for receiving responses.
The 'Subject' field should contain the topic of your email, like “New Lead from X Campaign,” for instance.
An open text field is provided for the body of your message with no character limit.
Attachments must not exceed a total file size of 20MB, although there's no cap on the number of files, provided the size limit isn't exceeded.
'Personalize' helps you to automatically input lead-associated or team member-related data.
Use the 'Use Template' option to expedite message setup using a predefined template from our Templates app.
After setting up the email notification, validate it by sending a test email. Once satisfied, click 'Continue'.
11. Setting up SMS Notifications
The SMS notification setup is similar to the email process, excluding a Subject field and support for attachments. You can still personalize your message or use an SMS template.
Note: SMS notifications incur charges per credit, where one credit equals 160 characters. Test messages also cost credits.
Click Continue at the top of the page.
12. Copy Webhook URL:
Find and click the button that says 'Copy' to copy our webhook URL. This is crucial for the integration with Kartra.
13. Log Into Your Kartra Account:
You'll need to log into your Kartra account. From the main menu, navigate to 'My Integrations'. Then, go to 'My API' > 'Outbound API'.
14. Activate Outbound API:
Check the circle that says 'Yes, activate outbound API'.
15. URL for API:
Below, find the text that says 'URL to send the API call to'. Paste the copied URL from your dashboard into this field.
16. Confirm Setup:
Click the 'Save' button at the top of this section. After completing this process, your webhook setup is complete. Click back to the 'Inbound Application' page, and click 'Continue' at the top of the page. This should complete the process.
Step-By-Step Guide to Verifying Your Campaign Setup
1. Access Campaigns Tab:
Navigate back to the 'Campaigns' tab within the 'Inbound Application'.
2. Check Campaign List:
You should now see your new campaign at the top of the list. Individual leads will now appear under the 'My Leads' tab.
3. (Optional) Test Form Submission:
If desired, you can complete a test form submission within Kartra. Your 'Inbound' app should update shortly with your new lead information.
4. Verify Campaign and Lead Assignment:
Check that the right campaign is displaying and that the lead is assigned to the appropriate representative.