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.
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)
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)).
Navigate to Organizations Settings > Profile tab > Select Upload Profile Photo
Social Media Usernames
Scroll to the bottom of your Organization Profile to Edit your Social Media Usernames
Enter your Twitter handle here. This information will be used to automatically populate other areas of Keela where Twitter is referred to. For example, the Footer on the bottom of your Forms and the Websites icons in a new Email Marketing.
Enter your URL here. This information will be used to automatically populate other areas of Keela where Facebook is referred to. For example, the Footer on the bottom of your Forms and the Websites icons in new Email Marketing.
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.