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Kartra: Managing Your Members

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Once you have set up a Kartra Membership, you will start having Kartra members. This article will help address some of the common questions you may have.

 

Where Can I See Members?

To find your Kartra Members, you will need to go to "My Memberships" on the left sidebar (Marked #1 Below). You should see a list of Memberships, but if you don't, click "Content" and then "Memberships" (Marked #2 Below).

Kartra Membership

 

Once you are on Memberships, you'll see a list of your Memberships as below. You'll see four icons:

  1. Edit: This allows you to edit your membership
  2. Moderation: This allows you to Moderate your Comments. If you have comments as must be approved by an Admin, in which all comments will be reviewed and approved by an admin before they're posted.
  3. Login: You can log in as an Admin or Member
  4. Members: Allows you to look at all the members.


You want to click the "Members" button marked #4 below.

Kartra Members

 

Now you'll be able to see your members as displayed below.

Search 

Marked #1 Below. You can click the magnifying glass, and add a name or email to search for a particular member.

Advanced Filters

Marked #2 Below. Click the dots to get the advanced filters that will allow you filter your search to those who either subscribed to a specific list, or are not. Those who have a specific tag, or those without that tag, Subscription Date or IP. 

Name

Marked #3 Below. These are the names of your members. 

Access levels

Marked #4 Below. This section shows the name of the access level. Click the key Icon to either change the access level or remove access to all levels.

Resend Login

Marked #5 Below. Press this button to resend a member's login information.
 

 

Kartra Members Check

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How Do I Resend a Login?

Click the magnifying glass icon (Marked #1 Below) to search for a specific member.

Next, beside the member who needs their access information, click the print icon (Marked #2 Below).

This will resend their login email which will include the Membership Login link, their membership email address, and the password to log into the account.

Kartra Members Check

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What If I Need to Change a Member's Password?

Kartra memberships send a password automatically when a membership is created. If one of your customers' has lost their membership, you want to use the step above, to resend their login information.

Members can change their own password.

Once your member is logged into their account, they can click the profile icon, (Marked #1 Below) and then edit their password (Marked #2 Below).  Your member can also change the email used for the membership account, and add address information. 

 

Kartra Academy Profile

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What If I Need to Change a Member's Email?

Use the search button (Marked #1 Below) to search for the customer. Then from the search results, click their name (Marked #3 Below).

 

Kartra Members Check

 

Now you will see that Member's Profile. This is also their Lead Profile. You will be able to change their email here.

Kartra Lead Profile

Members can change their own email as well.

When your member is logged into their account, they can click the profile icon, (Marked #1 Below) and then change the email used for the membership account, and add address information.

Kartra Academy Profile

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Can I Change an Access Level?

Use the search button (Marked #1 Below) to search for the customer. Then from the search results, you can see the members access level beside their name (Marked #4 Below). Click the key icon if you need to change the level.

 

Kartra Members Check

 

Now, you will see the different access levels that membership has. Flip the toggle off (gray) to turn off a level, flip it on (blue) to turn a access level on. If all the levels are off, the status will display as a red light which means the member is inactive.

 

Kartra Members Check

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How Can I Add a Free Member?

Within the list of all your members is a button that allows you to add a new member (Marked #6 Below). Click this button to add a new member.

Kartra Members Check

On the new member popup, you need to add your member's name, email and access level. Once those are entered, press save.

Kartra Members Check

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What If I Want to Offer a Free Membership?

Create a Form. During the form creation, you can choose different automations. Set up the "Advanced Automation" (Marked #1 Below) to when "Lead Fills this Form" (Marked #2 Below).

Then you will choose "Grant Access to Membership" to your Membership program. You can then choose which level, (Marked #3 Below) so you can choose different membership levels for free users and charge for other users. 

Be sure to press add beside both lines, and then you can press confirm (Marked #4 Below).

 

Kartra Advanced Automation

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