Kartra
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Written by AEvent
Updated over a week ago

New leads generated for your AEvent timelines can be sent via API to your Kartra account at the time of registration.

Then, through AEvent, you can initiate timeline actions, triggering the right message for the right audience at the right time, with your email sequences fully customized and dynamic, unlocking full evergreen automation potential.

Timeline Actions:

Adding your Kartra Account to AEvent

In order to add your Kartra Integration, you will need to first navigate to Integrations within AEvent, click Add Integration, and then search / select Kartra.

Then, name your integration as you see fit, and click 'Add.'

When you click on 'Add,' a pop-up will appear. Please open a second tab and log in to your Kartra account.

Once logged in, you will need to click on Integrations -> API -> My API.

Then, copy your API Key and API Password into the AEvent Popup.

Once your Kartra account has been successfully added, you will see its Connected state, and you will be able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your Kartra account is now successfully connected to AEvent!

Configuring your Kartra Integration within a Timeline

In order to utilize your Kartra Integration within AEvent, you need to activate it within the timeline you are working with. To do this, open the timeline you are working with.

Then select Integrations, set your Kartra Integration as Active, then click on the cogwheel to define your settings.

Within the Integration Settings, we can select a list, sequence, or Tag to add the registrants to (when they register).

We HIGHLY RECOMMEND clicking on Custom Fields (Personalization) - Show, and setting up some custom personalization fields.

These are values that include not only email and name (Join Link, Replay Link, Day of Webinar, Day of Week, Time, UTM Tracking Parameters, etc.) and are sent along with the new subscriber information to Kartra.

We've made the creation of these fields easy, and by clicking the 'Create System Fields button', AEvent will automatically create within Kartra the needed Custom Fields, while selecting those values within AEvent.

You can also use the Create Single Field to create a single Custom Field within Kartra. OR you can manually create fields / use pre-created fields. If you manually create a new field within your Kartra integration, you will need to click on Refresh for it to appear here.

Once you create your custom fields, you can click out of the pane, as the initial setup of your Kartra integration within THIS AEvent timeline is now complete!

Creating a Timeline Action to Add (or Remove) a Kartra Tag

Setting up a timeline action to Add or Remove a tag from a contact within Kartra is Easy.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Kartra Integration, and Add (or remove) Tag.

Then, enter the desired tag name to use. (DO keep a note of what you used for your reactive campaign within Kartra)

Once you've created or selected the tag in which you want to add, just click on Create.

Your Add Tag (or Remove) Action has now been created, and you can view it on your timeline. Per the example above, 15 minutes prior to the event starting, an action will occur that will add a tag to all registrants registered for the scheduled event.

Creating a Timeline Action to Add to (or Pause or Remove) from a Campaign

Setting up a timeline action to Add or Remove From a Sequence is fairly easy.

Within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Kartra Integration, and Add to Sequence OR Remove From.


If you have created the automation since your last integration refresh, you may need to refresh your integration before finding the newly created sequence. (you can do this within Integration Kartra Settings.)

Once you've selected the Kartra Sequence that you wish to Add To Or Remove From, just click on Create.

Your Kartra Sequence Action has now been created, and you can view it on your timeline. At the date/time you selected, the subscribers matching the audience you selected will now be added to this campaign.

Creating a Timeline Action to Remove a Subscriber From a List

First, within the timeline builder, start by creating an action and selecting the date and time that you wish the action to occur. Select the audience you are targeting, then select your Kartra Integration and Remove from List.

In this example, we will remove all registrants from the general list when they become attendees. So we'll set an action to occur 5 hours after the start of the webinar.


After clicking on Create, your action will be viewable on your timeline.

Using AEvent Custom Fields as Personalization values inside your Emails

When registrant information is sent to Kartra on registration, any custom fields that you have set up will be sent along as 'Personalized Content' or 'Dynamic Variables.' You can use these dynamic tags to not only populate the normal fields like First Name, but you can also use Join URL, Replay URL, Day of Webinar, Time of Webinar, etc.

Below, we are in the Kartra email editor, and here, using the Dynamic Variables
-> Custom Fields, we can search out all of the fields that are being sent at the time of Registration.

You can also use these values within your email editor as hyperlinks (Join US button). If you click on Insert, Kartra will paste into your email editor the short-code (the example above would be {{ subscriber.joinURL }}).

Then, we can highlight a word within the email editor and paste

{{ subscriber.joinURL }} as the Web Address.

Clicking insert creates an HTML link for the Join Us HERE text in our email. Now, when someone clicks the link, it's their join link, and will take them into the event!

How to reconnect your Kartra Integration

If you are encountering issues with your Kartra integration, it is possible that the API key issued from Kartra has been reset or changed. If you click 'Test' and it is NOT successful, the first step we recommend is reconnecting your integration.

Click on Re-Connect, then open a second tab and log in to Kartra.

Once logged in, you will need to click on Integrations -> API -> My API.

Then, copy your API Key and API Password from Kartra into the AEvent Popup.

Once reauthorized, your integration will show as Connected, and you will be able to click on 'Test'.

A successful connection will yield a positive test result. Congratulations, your Kartra account is now successfully Re-connected to AEvent!


How to remove your Kartra Integration from AEvent

If you want to remove your Kartra integration from AEvent, you need to navigate to Integrations, locate your Kartra integration, and click on the trashcan icon.

You then will be prompted to confirm deletion.

(NOTE: Removing this integration will immediately affect its use with any timelines that it is active in.)

If you are experiencing issues with this integration but do not desire to REMOVE it, we recommend reconnecting it instead. This will allow it's configuration to

continue as set within your timelines.

Once you confirm removal, the integration within AEvent no longer exists.


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