Kartra

Our Kartra integration allows you to send all of your new leads and customers directly into your SegMetrics account. You'll then be able to run reports to get better insight into your lead growth, customers/revenue, and advertising efforts.

Integration Overview

The Kartra-SegMetrics integration uses both API credentials and webhook functionality to sync your marketing data. This integration provides:

• Data sync for new leads and customers
• Revenue tracking from Kartra purchases
• Tag and list management synchronization
• Complete customer journey visibility

Important: This integration relies on Kartra's outbound API system, which sends data to SegMetrics whenever specific events occur in your Kartra account.

Connect Kartra API Credentials

Step 1: Access SegMetrics Integration Setup

1. Click here to integrate your SegMetrics account with Kartra: https://app.segmetrics.io/a/integration/create/kartra
2. You'll see the Kartra integration setup page

Step 2: Get Kartra API Credentials

1. Login to your Kartra account and navigate to Settings > Integrations (bottom left menu)
2. Click "My API" to access your API credentials
3. Copy your API Key and API Password from this page

> Note: You can access your API credentials directly at: https://app.kartra.com/integrations/api/key

Step 3: Complete SegMetrics Integration

1. Enter your Kartra API Key in the API Key field
2. Enter your Kartra API Password in the Access Token field
3. Click "Connect Kartra"

Configure Webhook Integration

Step 1: Access Kartra API Settings

1. Login to Kartra: https://app.kartra.com/login
2. Navigate to: Settings > Integrations > My API (from left sidebar)
3. Click "My API" at the center top of the page

Step 2: Enable Outbound API

1. Enable your Outbound API (must be activated to send data outside of Kartra)
2. Select "Yes, activate outbound API" option

Step 3: Configure Webhook URL

1. In the "URL to send the API call to" setting:

• Set the dropdown to "https://" (not http://)
• Enter the following URL: import.segmetrics.io//webhook/

2. Get your Account ID and Integration ID:

• Account ID: Available at https://app.segmetrics.io/a/account/edit
• Integration ID: Available at https://app.segmetrics.io/a/setup/instructions

3. Example webhook URL:
   1. https://import.segmetrics.io/aMpXg5/webhook/13345

Define Events to Send to SegMetrics

SegMetrics is compatible with the following Kartra event types:

• Lead subscribes to list
• Lead assigned a tag
• Customer buys a product
• Customer refunds a product

Configure Event Triggers

1. For the first event, select "Lead subscribes to list"

• When prompted to select a list, choose "Any List"
• Click "Add"

1. Configure additional events (when applicable to your needs):

• Lead is assigned a tag > No category in particular > Any Tag
• Lead subscribes to sequence > Any sequence
• Customer buys a product > Select appropriate product funnel > Select the product > Any price point
• Customer refunds a product > Select appropriate product funnel > Select the product > Any price point
• Customer refunds purchase > Select appropriate purchase > Any price point

Upload Historical Contact Data

Limitation

The webhook integration only captures new data from the point of connection forward. Historical data must be imported manually.

Import Process

1. Export from Kartra:

• Export a CSV file of your existing leads/customers from Kartra

1. Import to SegMetrics:

• Navigate to your SegMetrics Integration page: https://app.segmetrics.io/a/integration
• Click the Gear icon on the Kartra integration
• Click "Upload Historical Data"
• Select "Contact" for Data Type
• Choose your Kartra CSV export for Data File
• Click "Map Field Data"
• Map the fields between CSV and SegMetrics
• Click "Upload"

Configure Checkout Page Tracking

Purpose

Add JavaScript tracking to your Kartra checkout pages to improve attribution accuracy.

JavaScript Code

Add this code snippet to the Footer Scripts of your checkout, thank you, and upsell pages:

 jQuery(document).ready(function(){ var checkExist = setInterval(function() { if (jQuery('form').length) { clearInterval(checkExist); _segq.push(['identify', jQuery("input[name='email']").val()]); } }, 1000); });

Installation Steps

1. Navigate to the desired page editor in Kartra
2. Add a new Section with a form to the page
3. Set the Config delay to 99999 - on every visit (this delays the form from showing to visitors)
4. Copy/Paste the code snippet into the Footer Scripts section of your checkout, thank you, and upsell pages

Integration Limitations

Important: Understand these limitations of the Kartra-SegMetrics integration:

API Limitations

• No direct API endpoints available for data pulling
• All data must be received via webhooks
• Limited webhook endpoints provided by Kartra

Data Sync Limitations

• No historical data import through webhooks
• Historical data must be manually uploaded via CSV
• SegMetrics starts receiving data only when webhook is connected
• Certain contact/order updates might not be available through webhooks

Technical Limitations

• Advanced programming knowledge may be required for custom implementations
• Limited support depth from both Kartra and SegMetrics for complex API issues
• Dependency on external platform stability for reliable data transfer

Frequently Asked Questions

Q: What Kartra plan do I need for API access?

A: API access is included with Kartra Growth, Professional, and Enterprise plans. Basic plans do not include API functionality.

Q: How quickly does data sync from Kartra to SegMetrics?

A: Webhook data typically syncs in real-time or within a few minutes of the triggering event in Kartra.

Q: Can I import historical data from Kartra?

A: No historical data is imported through webhooks. You must manually export your existing leads from Kartra as a CSV file and upload them to SegMetrics through the integration settings. You can learn how to do this from our support doc on uploading historical data.

Q: What happens if my webhook stops working?

A: If the webhook connection fails, new data will not sync to SegMetrics. Check your webhook URL configuration and ensure SegMetrics is accessible from Kartra's servers.

Q: Can I customize which events trigger data sends?

A: Yes, you have full control over which events trigger webhook calls to SegMetrics. Configure only the events relevant to your business needs in your Kartra API settings.

Congratulations! Your Kartra account is now connected to SegMetrics and will start sending lead and customer data automatically.