Manual processes making it hard to keep up? Learn how to create sequences in Kartra and use automated tags to get back in the game.
Introduction
The prior Kartra post gives you a solid introduction to not only Kartra, but also why you would choose a variety of CRMs to resolve many needs of your business. Kartra may assist in specific tasks such as prospect engagement through contact forms and landing pages and later with sales sequencing to retain the relationship after the prospect submits their information and hopefully performs one of many transactions. I highly suggest deferring to the previous post for that CRM context and what niche each platform fills vs an all-in-one.
For those of you who are already advanced enough in your education and general experience with the Kartra CRM product, continue below. We will discuss the nuts and bolts of tagging from other posts and how to create sequences in Kartra. You’ll also discover how a more robust platform like Kartra, Hubspot, Salesforce, and Pipedrive can automate sequences and many other client interactions and keep client engagement going FOREVER.
Why is Tagging Important?
Some of you may be wondering why I would tag or label something. We list resources below to help you understand the concept, even if you haven’t yet gotten around to using automated tags. But for those who live and breathe this stuff, you know the challenge: Tag and sync the data for firing off that sales sequencing.
However, if you’re getting the hang of organizing your leads and clientele or you’re trying to utilize the power of tagging to help get those sales sequences up and running, you may want to check out some of the resources that we’ve listed for you below:
Basic Concepts of Tagging
Basic Concepts of Sequences
Migrating your data and associated tags to another platform
The Alternative to Tags. How to Label in Pipedrive
Tagging and Syncing Data
We have illustrated several core Kartra features regarding populating leads, tagging the leads through a manual process, or creating automated tags with some workflow rules. Still, applying the sync to “tagged data” in an e-commerce platform like Configio or whatever is a tedious and painful process of downloading and uploading reports between the two platforms unless an API integration is involved.
Do you need to figure out what an API integration is, or do you want to learn more about why so many businesses are using them now? Don’t worry; we’ve got you covered. Check out any of these articles or contact us to see what we can do for you.
API Integration Resource List
Automation through API integration with Kartra CRM is necessary for any business to optimize its operational efficiencies. While the Kartra CRM platform excels as a marketing, sales funnel, and sales sequencing platform in the “Learning Center” spaces vertical, it is not an e-commerce platform or an event management system.
Hint: If you came to this article looking for information on e-commerce, queue the Configio platform. Configio fills the e-commerce and registration void necessary to complete the sales cycle. You can check out more in this article on Configio and how we combined marketing and e-commerce using API integration.
- Integrate and Connect Applications with a Software Developer – Learn why the best businesses integrate their applications with a professional software developer.
- Business Operations Consultant Who Knows IT – Find out how a business operations consultant can save you time, money, and headaches.
- Why You Need API Integration for Your Business – Discover what businesses are doing to cut revenue losses and streamline workplace efficiency with API integration setup.
- Zoho Books API Integration: Our Review, Plus How We Improved Our Invoices in 6 Steps – Everything you need to know about Zoho Books API integration and how NetworkAntics used it to solve a common bookkeeping problem.
How to Add Tags and Create Sequences in Kartra
The best idea for tagging is to create tags based on themes related to your sales sequences. Tags may be applied when someone signs up for a specific course or curriculum.
When you create sales sequences in Kartra, you’ll send off a series of emails that trigger after a client performs a specific action on your website. You’ll be able to adjust the options around the sales sequencing, including the email address from which you’ll be sending the emails, what event will trigger the email, the content of the email (you can also learn how to create sequences in Kartra that will send different versions of the email), and more.
Follow the steps below to learn how to use tags and sequences, or contact us if you have any questions.
The best idea is to create tags based on themes related to your sequences. Tags may be applied when someone signs up for a specific course or curriculum.
- Return to the communications screen for selecting and reviewing “sequences”.
- If you go to the related “sequence” illustrated below, you will see a list of sequences of events or actions that are taken once that tag is applied.
3. Apply “tag” and the related sequence rules underneath it.
That’s it! Now you know how to create sequences in Kartra.
Lifecycle of the client
There are many stages of the client’s journey, but being able to implement an API and automate the data sync from the e-commerce platform focused on course curriculum or eLearning, like Configio, and continue to follow the students’ educational journey through additional tagging and sales sequencing automation is priceless.
Learning is a highly individual process, as each person has different needs and circumstances surrounding their learning. Utilizing Kartra’s customization features allows your business to personalize your communication with each student. When you learn how to create sequences in Kartra, you’ll find it gives clients a better experience, allowing them to benefit more from your services while boosting your business’s reputation for serving its clientele.
Kartra Tags: How to Create Sequences in Kartra and Create Automated Tags Summary
Of course, Kartra may not be your ideal fit for automating your e-commerce platform in the future. Even though it is fairly simple once you know how to create a sequence in Kartra, there are hundreds, if not thousands, of CRM options that may be more suitable for you. The article below lists a few of the common ones we see in the marketplace daily.
Choosing the Best CRM Software for a Small Startup – Network Antics
No matter the CRM you choose, automation is changing how businesses run. Embracing these new processes saves your business valuable time and creates consistency in your professional communications. Contact us today to see how our development team can help your business get automated.