Kartra WordPress Tutorial: The Best Way To Capture Kartra Leads with Your Blog

what's going on YouTube John here from
in kamesh com and in today's video you
are going to learn the quickest and
simplest way of tying cartridge and
WordPress together to build a very
conversion optimized website on your
WordPress blog without increasing all
the complexity that you sometimes get
when you try to bring in a ton of
different plugins for your WordPress
website and by the end of this video
you're going to have a fully built
funnel using Carter with their email
autoresponder landing pages Thank You
pages all sorts of great stuff but
you're also gonna be able to seamlessly
rope them into your funnel using a
wordpress website with pop-ups slide ins
exit intend to all sorts of cool things
and we're gonna do this with two simple
tool are you guys ready let's go ahead
and dive right in alright so to begin
this tutorial let's just go ahead and
take a look at our extremely plain
vanilla blog this is just a blog with a
bunch of dummy posts there's not a whole
lot going on here in the back end of
this website the one tool we're gonna
need on the wordpress side to make this
all work seamlessly is a thrive plugin
called thrive leads now this plug-in is
I think is around $60 to get an app to
get access for a lifetime so it is
extremely worth it
whether or not you're using Carter this
is probably the best lead capture tool
available for WordPress today so I
highly highly recommend that and if you
use my affiliate link which it's in the
description below and you send me you
know the receipt that you used to sign
up with it you'll get access to my full
thrive bonus course where I help you
walk you through exactly how to use this
in much more depth than I'll use in this
video okay so we're gonna use thrive
leads as one of our tools and I'll just
show you if we go to income mesh calm
slash thrive leads this is the sales
page of thrive leads and it does a ton
of different things you know advanced
targeting design and deploy split
testing your forms and all this is
perfectly integrated with Cara which
I'll show you as the tutorial proceeds
okay and that's one of the examples of
probably the most annoying to type of a
spinning in pop-up but you know it
probably works for them a third if
they're using it is because it works and
so for the tutorial let's go ahead and
say we're going to use a screen filler
overlay
so that as our going through the page
this is going to kind of overtake their
blog post or their screen or anything
they want to be viewing on and it'll
give them the opportunity to sign up for
your cartridge email list okay that's
one of those where it's been really
difficult to do up until this tutorial
alright so in our cart row
dashboard what I'm going to do cartridge
is an amazing all-in-one tool it's
you're always nervous to recommend
all-in-ones because you're afraid of
them being you know mediocre at
everything Karcher has done a very good
job they've got great backers great
founders and they're built by marketers
so they're focused on just that sales
funnel aspect selling digital products
and if you want to keep your business as
super simple as possible this is a
strong option to consider let me show
you one of the big benefits of getting
into car true versus some of the other
platforms out there is in there my
campaigns section you don't have to
start from scratch you don't need to
build every single page and you don't
even have to bring in pages and emails
and all this to build a sales funnel
they'll do it for you in just a few
clicks so let me go to my campaigns and
done for you and now here you've got one
two three four five current options but
there's an entire marketplace to get
additional funnels like this and what
we're gonna do is be able to import
eight different assets which will show
you what the assets are in just a second
but you'll be able to build an entire
email capture form complete with tagging
list building and email autoresponder
follow-up sequences with a single click
so we'll view the assets we're gonna
pull in four different pages you get the
squeeze page the thank-you page the
couple other pages the tags of when they
sign up and what they signed up for the
email list if all this is absolute
gibberish go ahead and be sure to click
the link below to sign up for cartridge
hero because I'm putting together an
entire companion guide to this car trip
product that is going to absolutely help
you simplify and accelerate your
cartridge knowledge email sequences and
forms a lot of stuff let's just go and
stop talking and do it so I'll click
here and I'll say deploy this campaign
and when I do that I'm just gonna give
it a quick name here so I'll call it
thrive
Cara huh there are K
and then the campaign name let's call
this list building with Cara and I'll
import it and this will take a little
bit because it's pulling in a ton of
different assets into your dashboard so
I'll pause the video real quick and come
right back okay and here we go so it's
deployed and it'll give you a little
tutorial here on how to set it all up
but I'll skip over that because I know
what I'm doing what you will notice
though is pretty cool they actually give
you an entire walkthrough so if I move
my screen over here you can see
everything that been happened when they
when you pull in this campaign is you
pulled in tag so we can actually take a
look at this tag and you say okay let me
go and update this tag or at least
review it make sure we're good so you
click on the button and boom it takes
you directly to where you need to be so
now we have our three okay simple list
builder opt-in we can take a look at it
by clicking on the pencil here and edit
this and you can rename it if you choose
to this is good enough for me but if
you're building your own business you
obviously want to make sure that you are
setting up your tagging system and your
email list system in a way that makes
total sense and I go into that a lot in
my course okay so we'll skip over some
of that but essentially you can go
through and work on every single piece
of this funnel the tags the list the
sequences the pages in the forms so what
I do want to do let's go ahead and take
a look quickly at the pages and these
are the pages that were automatically
imported and you can categorize them
with this drop-down here down to the
simple list builder so if I click here
you can see these are all the pages that
were brought in that you've got a 1 a 2
step email opt-in form a one-step email
opt-in form and then the Thank You pages
here so let's quickly simply take a look
at our Thank You page and let's just go
here to this Thank You page here well go
to edit so if you haven't used car trip
before it's a pretty pretty simple cut
and cut and dry you click on the thing
you want to change you click on the text
edit the text and we'll just say here's
your ebook and let's add in kind of an
image up here so let's go ahead and go
to components and images and you can
just take this little image placeholder
and drop it right there
and let's edit this image get my mug out
of the way here for y'all and let's go
here we're going to select an image and
what's awesome about Carteret is little
time savers hey now that's that's not
appropriate but you can go through and
let's say we're gonna search for ebook
and now you have stock images that are
ready to go for your eBook so let's say
that looks like I'd like to be hanging
in a hammock right now so we'll select
this one confirm and apply and this will
pull your image in so if you're working
for clients and there and you don't
don't have custom assets you know custom
even images and all that stuff to work
with and this is a great option for you
okay so let me do a little customization
here just to make sure you see this is
our page just say my ebook and etc you
get the idea we'll go ahead and save
this page by saying publish live and
we'll get the page link for this page
you don't really need this yet but I
want to show you there's multiple ways
you can utilize these funnels using your
WordPress site if you have custom domain
names you can link this up to a specific
custom domain name using this drop-down
whenever you set up etc etc but we'll be
happy with this one just call this thank
you okay
so save URL and now if we were to view
this copy this let's exit to our
dashboard we published it live so we
should be good to go and in a new tab
I'll just enter that URL and here's the
Thank You page that will happen as soon
as they sign up for our list okay so we
have a Thank You page and that will work
for us now now let's go ahead and review
also the form that was built with this
so we'll go here to the forms and click
into it let's go to take you to the
forms itself
all righty and now here's our simple
form here we'll go and just take a look
at what they've done for us okay so
we're getting the first name and the
email address for our visitor that's
perfect
we're doing a single opt-in that's also
just fine and the Thank You page is that
Thank You page that we just built so as
you can see there's a ton of configuring
that you would have to do if you were
doing this by scratch so Karcher is
saving you a ton of time with this
process if you wanna send them a welcome
email but this is kind of kind of lame I
would recommend you don't send welcome
emails from here I'd recommend you do
all of that through the automations
which will be another tutorial for
another day automation so you can see
they're automatically giving you tags
they're automatically subscribing to
lists they're doing everything you would
expect them to do which I'm quite quite
appreciative of now here is where we
want to make a little change here now if
you want to duplicate this form and have
one that's built for the opt-in page and
one that's for your a WordPress page
that would make a lot of sense I'll
probably do that let me let me do that
because that is the right way to do I
don't want to show you guys a shortcut
here but when you're doing your form
design you have the option of do you
want to use it within the Karcher pages
like we did in that opt-in page to the
Thank You page or do you want to embed
it on your own website in which case
they it will be devoid of all of its
styling and it's that's what thrive
leads is going to do for us so let's not
make a change here let's actually
duplicate this form so we can have both
working perfectly well together so we
should be able to come here to our
simplest builder and simply clone it and
we'll call this simplest builder or
WordPress and this will make a ton of
sense just follow along with the year so
we're gonna click through everything
again everything is still the same all
the tagging everything is set up exactly
the right way so this is a huge huge
time-saver trust me I've done enough of
this to know and then now on the form
design we were gonna change this from
the cart page now we're gonna embed it
on our own website and it'll give you
the option to launch the form builder
you can skip that and I'll show you
exactly why so now okay so we have no
styling on this form and what we're
gonna want to do is this naked HTML is
going to be the gobbledygook
I cannot read this I have no idea what's
going on here but I know this is what we
need to make it all work nicely with
WordPress so let's go ahead and just
copy this copy all that gobbledygook and
we'll head back over to our website here
our blog and I think my blog is so here
we are on our blog we have again just a
whole lot of nothing so what I want to
do today is let's go into thrive leads
and we're gonna create a lead group and
this is basically a set of pop-ups a set
of fun things that can you know help you
optimize your conversions at any place
on your website
so we'll come down here to the thrive
dashboard we'll head over to thrive
leads and I have an entire tutorial an
entire review I'll link to in the
description here if this looks like
another complicated mess it is not it is
a beautiful beautiful system but it
takes a little bit of indoctrination if
all they understand so I'll link to that
tutorial and the reviews down below but
what we're gonna do here is kind of skip
through some of the the basics and go
straight into our lead groups and we're
gonna call this our Carter pop-ups
it'll add this lead group into our
system okay so now what a lead group is
is you know at a very basic level it's a
group of pop-up forms a group of
different things that can be dynamically
shown to your audience based on your
display criteria so we'll go here into
our our gears and for the sake of
demonstration we'll just say it's going
to show up on all on the front page on
all posts on all pages on the index on
the 404 page and on the search page I
don't want to do that you probably want
to select a category of posts to show it
on to make it relevant but for the sake
of demonstration let's just show this
everywhere we are and we'll add a new
opt-in form to this to this combination
and I think we said in the beginning
we're gonna do a scroll mat or a screen
filler I can't remember which one but
let's go for the scroll map and we want
to display this on desktop and mobile
but we need to add the form first before
we do that okay so now we've added a
scroll form that has no styling yet so
we're gonna create a form and we'll call
this scroll Matt or Karcher demo I
highly recommend you actually talk about
what it is in the form and not how
you're connecting it
so here we're going to it shows you some
statistics to help you optimize it shows
you how many impressions have seen and
impressions basically somebody coming
across your a scroll Matt how many
conversions meaning how many people
submitted the form and it'll do the math
for you to help you understand your
conversion rate which will help you do
split testing in the future and display
frequency if you only want to show it
once every 2 3 4 5 days you can set that
there but for demonstration purposes
we'll say show it all the time
and now let's design this sucker and
this will take us directly into the
thrive leads builder and you have a
bunch of awesome templates so you can
start immediately using start working
the right way I like this one black and
red super aggressive you're either gonna
convert your people or intimidate them
but if the choice is yours
okay so we have this here and let's just
take a look at what we have in this one
this is a two-step opt-in form so when
they click that button it's gonna ask
for the email addresses you can change
all of this just to show you so it's
click and drag is very similar of an
editing experience as Cara I think this
is slightly more advanced but Carter has
everything to say together that you need
which is great so now here on our lead
opt-in form we're gonna go ahead and
connect this form to a service and this
is where you'd be able to set up an API
connection to like a MailChimp or mailer
light or an active campaign or things
like nature but they have this nice
little hidden button down here that says
switch to HTML integration and this is
where that gobbledygook from over here
in our Karcher area is going to come in
handy we're just gonna paste this and
look at this what a hot mess oh yeah yay
luckily systems like thrive leads smart
enough to know what the heck to do with
all that so when you add it in it
doesn't look like anything's really
changed but all of the settings that
were here in our cartridge Aria have
been brought over into this lead magnet
form so it should redirect us to the
correct Thank You pages should do
everything you want for it all in one
little copy and paste
so we've added this form we're gonna go
and save and exit it so you can see how
it will work you click the button it
goes to the opt-in form lovely let's
head back here to our dashboard and
within thrive leads let's make sure this
is displaying so we have our car trip
pop-ups and we'll display it on desktop
and we'll display it on mobile and
depending on how I feel at the end of
this tutorial I may go ahead and do a
different one to show you how multiple
opt-ins can work together but let's go
ahead and just show you this that we
have now let me clear my cache just in
case and now this should show up
automatically everywhere so one thing I
want to check do I have a timing delay
on this let me go back into edit real
fast I can't recall as we're going
through here it's gonna display all the
time so let's just go ahead and see what
we get here so go to view the site and
because this is up boom so as soon as it
loads the site it overtakes a screen
that is the screen scroll Matt you may
think they're annoying I kind of think
they're annoying but I know they're
effective so alright here we have our
forum and what I want to do is show you
on the cart reside I'm gonna go over to
my communications area this is where
your email lists and everything is and
we have this new list called the thrive
cart wrote list builder opt-ins so
you'll see this is the list that was
built as part of that one click import
deployment of the campaign so right now
we have 0 active leads because we just
brought it in but what I want to do is
go ahead and opt-in to this form and
I'll just use my name John Deutch income
match + Cartwright test and let's go
ahead and submit this and bada-bing
bada-boom so this page here you notice
in the thrive lead group I never told it
where to send me all that is within that
big chunk of HTML that we brought in
from the one-click import of the funnel
so now we here here's an e-book has all
of our content here which is great so
building the funnel is not a matter of
really connecting all these pieces you
can find the funnel that works for you
or sign
for some of the funnels I'm offering
here as part of my cart right here of
course in hand and you'll have access to
all of this with a simple copy of Hayes
of HTML so now let's look at some of the
other benefits of doing this we'll go
back to our card trick communications
area and now you can see we also have
visibility to our one active lead and if
I were to click on this guy you can see
here's in kamesh plus card for tests at
gmail.com he's part of the list and you
can also see which tags he has pretty
stinking cool right I also get click
into him it should give me even more
rich data I can add tags to him I can
give him a score I can see what
memberships he's a part of there's a ton
of things that Carter gives you access
to even their log which is pretty
awesome so their log system is a full
kind of like a journey map of where
everybody went so you can see they
completed this form which was the form
we built they then got subscribed to the
list they were assigned the tag they
visited the page all these things have
happened simply due to the fact that he
opted in to that form and I brought in
the funnel from Carter oh okay so that
is pretty cool I hope you're getting
excited because I have struggled in the
past when I first got started and I was
building funnels for clients so I was
building funnels of my wife and I when
we built an amazing business allowed me
to quit my job in 30 years old this was
not as easy to do as I'm showing you
right now so I hope you're really
getting this and this is making a lot of
sense let me show you what else happens
when they sign up for that list is they
have an email sequence automatically set
up for them
so here the thrive list builder sequence
if I click on edit and edit again this
will show you the all the emails that
are going to happen oops
let's okay that's the first time I'm in
this area for this account so let me
just click through here give you a quick
little overview of the system okay so
once they have enrolled they'll receive
this email and I can edit this email
entirely it'll wait for another day send
more so this is where you can do some of
your offers if you have a product to
sell you can set all this up and you can
set up even your products selling within
cartridge as well
so a lot of different things that are
done with just a single click let me
show you since we have a little bit of
time here I don't wanna make this video
too long let's also show you a different
way of pulling in the form all right so
we're back here in our thrive leads
dashboard let's one more time go into
our lead group and within this lead
group we have the scroll map but let's
also put something that shows up at the
bottom of all your posts it's called a
post footer this just shows you how
different opt-in forms can actually work
really well together and it doesn't have
to be an all-or-nothing type of
situation so I'll create this form here
which should show up at the bottom of my
blog posts because this is going to be
our most engaged users you know the
scroll Matt can I hit some immediately
so you don't know if they're really
interested in what you have to say the
one at the bottom of the post though
means actually read through or least
skim through the entire post before they
saw it so they're much more likely to
convert okay and once again we have all
sorts of great stuff so let's just do a
very simple one-step opt-in form here's
download our free report so we'll do
that and you can again style it however
you like but let's just go here and
connect it to the same HTML alright
continue and you can see here it
actually is set up the first name and
email address and submit so it changed
the styling a little bit because it knew
it needed the name as well so it knows
what's going on here and we'll save an
exit let's head back to our dashboard
here and go back to thrive leads and
let's make sure this is showing up on
desktop and mobile and now we're ready
to rock and roll so let's do this one
more time with a different email address
so we have our slider and let's say I'm
not gonna take this one so I'll hit the
the down arrow should brings it back and
now I'll go into one of my posts just a
little hello world and be cut again so
take a look at your settings I showed
this to display all the time which would
be super annoying and it would kill your
business if this showed up every single
page load so don't do that so here we
are hello world there's the end of my
blog posts and you have here download
our free report so this is a 2,000 word
article if they saw at the end
I do want to get more from this guy let
me do it let me do test two
all right put in some information I'll
click Submit and follows good in the
world it Wilson is right back so you
have multiple ways of getting people to
loop into your funnel and and many many
different ways to take them from there
using cartridge automation system all
right guys so that was a pretty in-depth
tutorial of how et you can use WordPress
and Cara as a really nicely knit team
using thrive leads as the bridge between
them so now with these I guess three
tools you got WordPress you've got car
truck and you've got thrive leads with
these three tools you can have all your
blog posts on WordPress and you can
optimize your conversion rate of people
who are on your blog post you don't need
to always send them off over to a
dedicated opt-in page you can have them
right there with a pop-up with end of
post footers screen fillers also is
great ways of collecting their email
address and sending that email address
directly into cart row which can then
power your membership site it can power
your checkout experience it can power
your upsells and down cells in your
sales funnel it can power your email
autoresponders it can do all of the
other stuff which tends to bog down
WordPress users when they try to do
everything on WordPress I do it myself
and I wouldn't advise it to everybody if
you like that stuff go for it but if you
just want the simplest way to get action
happening in the simplest way to build
your product and sell your product
all-in-one solutions like Karcher are a
very great option and if you enroll into
cartridge using my affiliate link in
kamesh common cartridge there's a link
in the description below I will give you
access to cart for hero which includes
several full deployable campaigns
several which I've used myself in a
different business model to build a
business that I could quit on and do
stuff like this which I love to do so if
you enjoyed this video please click that
subscribe button and the like button and
leave a comment and let me know what you
think about car truck and if you have
any questions about it can you know
comparing to other tools let me know I'd
love to help you find the perfect tool
for your next project and until the next
time I'll see you in the next video take
care