Once you have an idea of the General Navigation of Keela, you can start taking a deep dive into each tool found on the left-hand sidebar of your account. Below are the central tools in Keela and resources to learn more about them. Start by picking a few tools you are interested in learning more about and go from there.

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Contacts

The Contacts tool is where all contact and donor information is stored. In the Contact tool you can:

view, add, and update contact and donor information
view contacts' transactions, interactions, memberships, volunteer activity, and more
group contacts based on companies or households they belong to
create labels (tags) or lists (segments) of contacts to target your outreach

For more information on Contacts, head to our Contacts Overview Video located in the Contacts section of our Knowledge Base.

Fundraising

The Fundraising tool is where all fundraising progress and transactions are found. In the Fundraising tool you can:

customize fundraising goals and view progress
forecast predicted income with our intelligence tools
view, add, and create lists of transactions
view and manage scheduled recurring series (e.g. monthly donations)
log promises to give (pledges)
generate, view, send, and download transaction receipts

For more information on Fundraising, head to our Fundraising section of our Knowledge Base.

Impact Areas

Impact Areas are labels that can be applied to Donations, Revenue, or Volunteer records in Keela, so you can track funds and efforts towards a specific area or cause within your organization. With impact areas you can:

track transitions associated with the impact area
track volunteer activity associated with the impact area
view donation forms where this impact area is an option for donors to contribute to
create custom receipts & letters for those who contribute to this impact area

For more information on Impact Areas, head to the Impact Areas section of our Knowledge Base.

Campaigns

The Campaigns tool allows you to create fundraising campaigns, set campaign goals, track fundraising progress, and more. The tool includes the ability to:

create Peer 2 Peer campaigns
set campaign goals and track fundraising progress
track email marketing linked to this campaign
track transitions associated with the campaign
track volunteer activity associated with the campaign
view donation forms where this campaign is an option for donors to contribute to
create custom receipts & letters for those who contribute to this campaign

For more information on Campaigns, head to our Campaigns Overview Video located in the Campaigns section of our Knowledge Base.

Forms

Forms are stand-alone web pages or embedded pages in a website that collect information and payment. Keela has donation, revenue, membership, subscription, and custom form types. With the Forms tool you can:

create and design forms
view and track form responses
automatically send out receipts and letters for payments
view transactions that come through donation and revenue forms

For more information on Forms, head to our Forms Overview Video located in the Forms section of our Knowledge Base.

Communications

The Communications tool is the hub for mass outreach. The tool includes the ability to create and send mass emails as well as direct mail letters that can be printed out and sent via physical mail. The Communications tool includes the ability to:

create and customize mass emails such as newsletters, fundraising emails, calls to action, etc.
create and customize direct mail letters for end-of-year thank you letters, donation summaries, etc.
track the success of your email marketing through detailed statistics
automatically send out receipts and letters for payments
view transactions that come through donation and revenue forms

For more information on Communications, head to our Communications Overview Video located in the Communications section of our Knowledge Base.

Memberships

The Memberships tool allows you to create memberships plans for contacts and donors to subscribe to. The tool includes the ability to:

create and customize membership plans
create membership forms for the public to subscribe to membership plans
automatically generate membership confirmation and receipts

For more information on the Memberships tool, head to the Memberships section of our Knowledge Base.

Reports

Reports allow you to break down transaction, contact, and volunteer data based on various criteria. The tool includes the ability to:

view one-click reports on your transaction, contact, and volunteer data
create custom reports on your transaction, contact, and volunteer data
export your reports
create report calculations so you can see totals and metrics at a glance

For more information on Reports, head to our Reports Overview Video located in the Reports section of our Knowledge Base.

Projects

The Projects tool is a project management tool that supports you in keeping track of day-to-day tasks and updates associated with a particular project or program your team is working on. The tool includes the ability to:

create a project and tasks associated with that project
assign Keela users to specific tasks
set notifications for project tasks
change the status of tasks and the overall project to track progress

For more information on the Projects tool, head to the Projects section of our Knowledge Base.

Events

The Events tool is specific to the platform Eventbrite. The tool allows you to:

sync Eventbrite ticket order and attendees into Keela
create a segmented contact list of attendees
report on event attendance

For more information on the Events tool, head to the Eventbrite Events section of our Knowledge Base.

Automation

The Automation tool is an add-on feature that allows you to set up workflows that automate tasks for you and lead your Contacts through a series of actions in Keela. Some examples of how you can use the automation tool:

create a welcome email series
create automated campaign emails
set up donation submission follow-ups
manage event registrations and reach outs
collect and review volunteer interest

For more information on Automation, head to our Automation Explained Video or head to the Automation section of our Knowledge Base.

What's next?

Once you have explored an overview of each tool, we recommend reviewing the types of tasks you will need to complete in Keela for your organization and familiarizing yourself with the tools that will help you accomplish these tasks. To guide your learning, head to In my role I will need to....