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Step 4: Let’s Set Up - Customize your Account

Stefania
  • Updated

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This is an Art Attack.

This is my favorite part of the journey and I don't care who knows it.
This is the part where you and your team members (if you have them, you might be a one-person-show!) sit down and think about exactly what information you want to track in Keela.
This is where you establish exactly WHAT, WHERE, and HOW you are going to segment your Contacts, Donations, Volunteer records and more.

Feeling the pressure? Don't! You can always add this stuff later down the track if you miss something or want to track something new.
But I still recommend putting your art smock on and diving in, even a little bit.

Let's create something beautiful.


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Chapter Goal/s

At the end of this chapter, you will:

  • Understand what Tags and Custom Fields are
  • Understand what Impact Areas and Campaigns are
  • Feel confident brainstorming ideas for each of these labels
  • Be able to create Tags and Custom Fields in your Keela account

Chapter Task/s

Watch this medium 5-minute video to learn how about Tags, Custom Fields, Impact Areas and Campaigns.

 

Read All About It

Prefer a more detailed, step-by-step guide? Check out these articles:

 

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What's Next?

It's time for a cuppa! Take a break. Pat yourself on the back. Do some star jumps. 

And then scoot on over to Step 5: Let’s Set Up - Forms (The Most Important Part!).

Yes, you read that right. It's the MOST IMPORTANT PART!