Kartra How To Set Up A Sequence Tutorial
Kartra How To Set Up A Sequence
Setting up a sequence in Kartra is easy and straightforward.
The first step is to create your sequence. You can do this by selecting the “Sequences” tab in the sidebar of your account and then clicking the “Create Sequence” button.
This will bring you to the Sequence Builder page where you can start building your sequence.
Next, add emails, tasks, or automations that you want to be part of your sequence by dragging the relevant item from the left-hand menu onto your timeline.
Each item on your timeline has its own settings that you can customize according to what each email or task should do within the sequence.
After adding all of your items, you’ll need to connect them together so that they are executed sequentially.
To do this, simply click-and-drag a line between each element on your timeline where you’d like them to be connected.
Once everything is connected and set up just as you’d like it, click “Save & Activate” at the top right of the page and then confirm on the popup window that appears.
This will activate your sequence and it will now begin running every time someone takes an action related to one of its items (e.g., subscribes via a form).
And that’s it!
Setting up a sequence in Kartra is easy: just add some elements, connect them together, save and activate – and watch as automation starts working for you!