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Step 3 - Getting Ready for Donations

Thomas
  • Updated

Welcome to Step 3 of Getting Started! In this step, we're going to get you ready to accept transactions in Keela. These are the preliminary steps to get ready for a Donation Form and to accept payments if you ever need to manually log a donation and process the payment.

 

 

1. Customizing Receipts

The first step to accepting payments through Keela is setting up your receipts and confirmation emails for donations, revenues, and memberships. All the customization is available in your Organization Settings in the Receipts & Emails tab.

For more information on managing your receipts, review Receipts.

 

2. Setup a Payment Processor

Through our integrations with PayPal and Stripe, you'll be able to easily collect online payments for donations, revenues, and memberships. Once a payment processor is integrated, any payments submitted through a Keela Form will be automatically logged in Keela and a receipt sent to the contact.

Here are the links to guide you through this step:

  1. Choosing a Payment Processor (note that you don't need to choose just one!)
  2. Setting up your Payment Processor - Navigate on over to Organization Settings and Integrations to begin connecting PayPal and/or Stripe to Keela!

Note - Payment must be received via Keela to be automatically logged in our system. The integration with PayPal and Stripe is one way, so we are unable to automatically log any existing or new payments made directly via Stripe or PayPal. You can manually log these payments, though!

 

3. Impact Areas

Customize the specific areas or causes that your donor’s can contribute to and track all your progress in Keela. With Impact Areas, your donors will have the opportunity to specify exactly where their hard-earned money will go to! Head over to Impact Areas in the left sidebar and start adding them now.

For more information on Impact Areas, visit Impact Areas in Keela or watch the video below! 

And that wraps up Step 3! This is the first step to start setting Keela up in order to accept payments.  Completing these steps right away will save you and your organization heaps of time in the long run. Next up, Step 4!