How to Create a Contact Form in Kartra: Complete Guide 2025 📝


Need to set up a contact form in Kartra that actually notifies you when someone reaches out? While it might not be the most intuitive process, I'll show you exactly how to get it done step by step! 🎯


Why This Guide Matters 🤔

Many Kartra users struggle with setting up a simple contact form, it's not as straightforward as you might expect. But don't worry! We'll break down the entire process into manageable steps.


Step 1: Create Your Thank You Page First 🙏

Yes, you read that right! Here's why:

  1. Navigate to "Pages"

  2. Click "Add New Page"

  3. Select "Thank You Page" template

  4. Create a simple message like:

    • Your logo

    • "Thank you!"

    • "Your message is received"

    • "We'll be in touch shortly"

  5. Publish the page

Pro Tip: Creating the thank you page first saves you from backtracking later! 💡


Step 2: Building Your Contact Form 📋

Now for the main event:

  1. Go to Forms section

  2. Create new form

  3. Add standard fields:

    • First Name

    • Last Name

    • Email

  4. Add Custom Message Field:

    • Click "New Field"

    • Select "Custom Field"

    • Name it "message"

    • Choose "Text Input"

    • Make it mandatory

    • Save field


Step 3: Form Configuration ⚙️

Configure these important settings:

  • Confirmation Settings:

    • Choose single opt-in (unless compliance requires double)

    • Select your thank you page

    • Skip welcome message (optional)

  • Automation Settings:

    • Add tags if desired (e.g., "contacted")

    • Keep it simple for basic forms


Step 4: Setting Up Email Notifications 📧

Here's the crucial part:

  • Navigate to Email Notifications:

    • Click your avatar

    • Select "Email Notifications"

    • Go to "To Your Team"

  • Configure Notification:

    • Find "Lead fills in an opt-in form"

    • Select your specific contact form

    • Choose team members to notify

  • Customize Notification Email:

    • Add custom fields using curly brackets

    • Format: {message}

    • Test the notification

    • Save settings


Step 5: Implementing Your Form 🎨

Two ways to use your form:

  • Direct Page Embedding:

    • Edit your page

    • Add form element

    • Select your contact form

  • Pop-up Implementation:

    • Create a link

    • Choose "Pop-up opt-in form"

    • Select your form

    • Style your pop-up


Viewing Form Submissions 📊

To access submissions:

  1. Go to Analytics

  2. Find contact entries

  3. Click individual submissions

  4. View custom fields and responses


Pro Tips for Success 💪

  • Testing:

    • Send test notifications

    • Verify all fields work

    • Check mobile responsiveness

  • Organization:

    • Use clear form names

    • Tag submissions appropriately

    • Keep email notifications organized

  • Optimization:

    • Minimize required fields

    • Use clear call-to-actions

    • Make forms mobile-friendly


Common Mistakes to Avoid ⚠️

  1. Not creating thank you page first

  2. Forgetting to enable notifications

  3. Missing custom field setup

  4. Not testing the complete flow

  5. Overlooking mobile optimization


Ready to Launch Your Form? 🚀

Follow these steps in order:

  1. Create thank you page

  2. Build your form

  3. Set up notifications

  4. Test everything thoroughly

  5. Implement on your site

Remember: While the process might seem complex at first, it becomes second nature once you've done it a few times!

Need more Kartra tips? Check out our other tutorials covering landing pages, automation, and more!

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