When you start at Keela, one of the first tasks you complete is adding your organization's information to your Organization Profile. If this information ever changes, it's important to update your profile in Keela, as we use the data in these fields for communications with your contacts, such as donation receipts and Email Marketing.
To access and edit your organization settings, follow the steps below:
At the top right of your screen click your User Name > Organization Settings > and you'll automatically be directed to the first tab, Organization Profile.
To make edits, click Edit on the top right of the screen. An information box will appear for your edits.
Once you are happy with your edits, just click Save.
Here you can upload a Profile Phot and adjust your organization's name and email.
Note: Upon upload of your profile photo, you will be prompted to resize your logo into a square 1:1. This makes your logo compatible will all areas of the app, including your donation receipts.
Outbound Email Settings
When you first sign up with Keela, we will provide you a Keela email address but if you own your own domain, you can also use your own emails by setting up the SendGrid integration.
Learn more about sending emails in Keela here.
Fiscal Year End
Here you can specify your own fiscal year-end for reporting features in Keela.
Note that this will not affect some features in Keela, including the following:
- Fundraising Report - this is based on calendar year
- Cumulative Receipts - these are sent according to compliance requirements of your region (Canada, US, Australia, New Zealand)
- LYBUNY/SYBUNT Filters - this is based on calendar year
However, some features that will be affected in Keela are:
- Total Donations This Year (as a Contact Column in Keela)
- Total Donation Last Year (as a Contact Column in Keela)
- Donations Forecasting
- Donation and revenue goals (under the Fundraising Tab > Click the Summary Tab > View the Monthly Goal, Quarterly Goal and Yearly Goal(s)).
Indicate details about your organization, such as cause area and organization revenue size, so that Keela can adequately calculate benchmarks for your KPIs (Key Performance Indicators).
Social Links & Usernames
Social Media Links and Usernames
Fill in your Social Media Links and Usernames so that the Footer on the bottom of your Forms, Email Marketing Icons and Footers are automatically filled in.
Form FAVICON Image
Often, when an internet browser page navigates to a website, a little icon will appear on that browser tab. In the above screenshot, you can see Keela's FAVICON - this will appear whenever you access the Keela system or our website.
This Form FAVICON Image allows you to choose what little icon will appear when any Forms that you create in Keela are opened in a browser.