You're here because you just signed up with Keela, or maybe you're just poking around our Knowledge Base to get a feel of what it's like to join the Keela family. Well, hop right in and let's discover a day in the life of onboarding to Keela!
We know that having a choice is important when it comes to starting out with a new system! Some folks like to jump in and begin from the ground up - completing every step themselves! Other folks like a little bit of support here and there to make their set up a breeze.
That's why we offer a variety of self serve and paid services so you can pick and choose what works best for you!
Want us to complete your Data Imports only? No worries - we offer a Professional Service just for this.
Want to do this yourself? No worries - we have oodles of resources to support you through the process!
No matter what you choose, it's important to know that you will be supported EVERY step of the way.
Onboarding
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Welcome Call Once you sign up with Keela, you'll receive an invitation to join us for a complimentary welcome call to kick off your Keela journey! In this call, we'll cover everything you need to know about getting started and all the different resources available to you, in case you need some help along the way. We definitely recommend taking advantage of this call, especially if you are subscribed to our Standard Care package (email only support). |
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Your Relationship Manager Within a day of sign-up, you'll receive an email from your relationship manager to welcome you to the system and provide all the relevant information to begin. In this email, we'll provide a run down of the Getting Started Guide and all the great resources available if you have any questions along the way. We have specific steps we recommend that you complete to fully utilize the Keela system and your relationship manager will be checking in throughout your onboarding journey to provide next steps and also celebrate your successes! |
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Getting Started Guide We've compressed everything that you should know and do within your initial weeks of onboarding into a handy Getting Started Guide. These steps focus on getting you setup in the system as quickly as possible, while also familiarizing yourself with all of Keela's features. |
Ongoing Learning
The Getting Started Guide is a great way to get setup in Keela quickly, but the learning doesn't stop there! We have a plethora of resources available, so you can get to know the system inside and out whether you are a new customer or are just catching up on some new tools from recent releases.
Keela Knowledge Base - Our full suite of articles, videos and helpful links to become a Keela master!
Video Training Suite - Check out all our training videos available on demand for all Keela customers. We also have live training available for any customers subscribed to Premium Care.
Keela Community - Network and build new connections with other organizations using the Keela system! Share and learn from tips, tricks and advice from other users just like you!
Keela U - Want to expand your fundraising knowledge? Sign up for Keela U and take the nine-chapter course to take your fundraising to the next level. Did we mention, it's also completely free and you can earn 15 CFRE points towards your CFRE accreditation?
Optional Services
Premium Care
All Keela packages include email support free of charge but we also offer an optional Premium Care plan, for customers that are looking for more ways to communicate with our team in order to meet their goals.
Premium Care includes all the services in Standard Support with the addition of unlimited live chat and scheduled phone support, plus a monthly one-on-one training session from our learning suite.
Learn more about our support packages here
Professional Services
Sit back and relax while the Professional Services team takes care of some of the onboarding tasks on your behalf. If you're running short on time (who isn't in the non-profit world?), don't feel like getting your spreadsheets up to snuff to our import requirements, or just want to get setup quickly with little effort, we recommend purchasing some professional services for a head start in Keela.
Learn more about Professional Services
Keela Consultants
We offer a variety of services focused on training and support for the Keela system but if you want to go one step further and are looking to hire a non-profit consultant, we have a comprehensive directory to help your organization reach its goals.