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Kartra: How to Connect A Membership to a Product

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I created my membership site, but how do I sell it with Kartra?

 

Once you have created a membership, if you wish to sell it via one of your products, this article will cover the steps to help you get that done!

 


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Product

To connect your product and membership go to Sales & Products (Marked #1 Below). 

Go to Products (Marked #2 Below).

Pick the product to which you want to link your membership from the product drop down  (Marked #3 Below).

Click Edit (Marked #4 Below).

 

 


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Post Sale

One you are in Edit Mode go to "Post Sale" (Marked #1 Below).

Choose "Accessing your product contents" (Marked #2 Below).

 

 


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Choosing Your Content

From here, choose one of four types of content. In this case you will choose Kartra membership. By choosing this, Kartra will automatically send your customer a protected login account (Marked #1 Below).

Choose a membership program from the drop down (Marked #2 Below).

Choose an access level (Marked #3 Below).

Be sure to confirm and click to the finish.

 


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Tracking Code

On the Finish tab you will see a tracking code. If you are using the tracking code on your landing page, copy that now.

 

 


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Memberships

Now that you are done setting up your product, go back to Memberships.

Click Memberships in the left sidebar (Marked #1 Below), then Content (Marked #2 Below).

There you will see the different Memberships you have available.

Click Edit on the Membership you want to finish setting up (Marked #3 Below).

 

 


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Membership Post Subscription

Go through the pages until you reach the Post Subscription Page (Marked #2 Below).

On the Welcome email click the Change button (Marked #3 Below).

 

 


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Add the Information

Add the shortcodes for the Login Page, Username, and Password.

You can see the different shortcodes at the top (Marked #1 Below) and in the email (Marked #2 Below).

Be sure to save until the end. Your membership and product should be connected.

 

 


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