Congratulations! Your organization is signed up and ready to get started with Keela...but you may be asking, where do we start? Don't worry, that's what this article is for! We are going to walk you through a brief overview of the steps and resources that will support your organization in getting set up in Keela!
Getting Started Guide
The first thing we recommend is working through our Getting Started steps which you will see outlined below. These steps support your organization in getting set up in the system and familiarize your team with Keela's features. You can also find these steps outlined in more detail in our Getting Started Guide.
Step 1 Head to Getting Familiar with Keela and Settings for information on logging in, Keela's support, an overview of navigating the Keela platform, and getting your settings set-up!
|Step 2 Head to Contacts and Emails for a more in-depth overview of managing contacts in Keela and sending emails to your contacts.|
|Step 3 Head to Getting Ready for Donations to learn how to set our account up to start accepting donations. Exciting stuff!|
Step 4 Time to get creative! Head to Create and Share your Donation Form for steps on how to create a Donation Form and start collecting donations right away!
Note: if you purchased Professional Onboarding services for form creation, you can skip this step.
Step 5 Now, let's get all of your historical data into Keela! Head to Data Imports where you will find steps on formatting your data spreadsheets and importing them into Keela.
Note: if you purchased Professional Onboarding services for data clean up and import, you can skip this step.
If your organization feels like they might need a little support with some of these steps, we have a couple of options for you!
The Professional Services option is great for organizations who feel like they might need an extra hand with some of the onboarding steps. Professional Services include data prep, data import, form creation, and form publishing. Head to What are Professional Services for more information on the services we offer.
Note: if you have already purchased Professional Onboarding services, and you are not sure what the next steps are, please head to I've Purchased Professional Services - What Next?
There’s nothing 'standard' about our included support! It’s the same high-quality, fast-paced, and detailed support that our customers have come to know and love for years. We happily provide every Keela customer unlimited email support and full access to our comprehensive online training and support resources that can be found in our Knowledge Base!
If you are feeling as if you would use a bit more hands-on support, we have an option for you! Premium Care includes our email support as well as live chat, live training, and phone support! Browse our Premium Care article to find out more.
Ready to dig in? Awesome! Head over to Step 1 - Getting Familiar with Keela and Settings