Once you've purchased our Premium Care subscription package, you'll have access to a bunch of new ways to communicate with our Customer Support Specialists.
One of the most popular ways to learn the new system is by scheduling a monthly one-on-one training session from our Learning Suite.
We have spent hours curating a suite of training sessions that cover one important component to the Keela system at a time. You can sign up to any and all of the sessions but our general recommendation is to start at the top and work your way down as they do build on each other.
Your package comes with one 45 minute long session per month, but you can always grab some extra booster packs if you think you need more training as you get started or just want to pack more than one into a month.
Book a one-on-one Training Session
If you are subscribed to Premium Care, you can schedule a training session by following the below steps:
Click on the ( ? ) icon the top-right hand corner anywhere in your Keela account > Locate Schedule Training at the bottom of the drop-down menu and click on it > Select the topic that you would like to be trained on from our learning suite and schedule a meeting with us.
Training Schedule Hours
Monday to Friday, 10am - 2pm PST (1pm - 5pm ET)
What Training Sessions are available in the Learning Suite?
Introduction to Keela
This is your go-to live training if you are looking for an overview of navigating the Keela system. We will walk through the basics of navigation, such as the toolbars, search functionality, notifications, and more! We will also work through Organization and Personal Settings, so you can make sure your Keela settings are up to date and set up to match your preferences. By the end of this session, you will be a master navigator of the system!
This session will walk through all things contacts including where to find contacts in the system, adding contacts, the difference between individual and company contacts, how to track contact interactions, create to-do reminders for contacts, how to add volunteer activities and membership subscriptions, how to filter out contacts on specific criteria, and more! We will also touch on the Tags and Segments tools which will be your go-to for creating lists of contacts so you can stay organized and strategically correspond with your contacts.
We work with enough organizations to know how important managing your fundraising activities and recording transactions is! This session will walk through the difference between donations and revenues, how transactions are recorded and managed in Keela, and how to set fundraising goals. As a bonus, we'll also introduce you to our fundraising report that is automatically generated for your organization, as well as our forecasting tools which will support you in making predictions about your organization's income (with the help of AI)! Sounds pretty cool right? You don't want to miss this one!
What kind of forms does Keela have? How can I create one? What happens when someone submits a form? Where can view transitions and responses that were submitted through a form? If any of these questions ring a bell for you, this training session is for you! We will touch on the types of Keela forms, the entire form setup, publishing, and sharing process, what happens in the system when a form is submitted, and how you can view and download form responses. By the time the session is over, you will well on your way to creating a stellar Keela form!
Want to learn how to send newsletters, run email fundraising campaigns, reach out to volunteers, or update RSVP'd contacts with event details? These are only a few of the possibilities of Keela's E-blast tool! In the session, you will learn what E-blasts are, how to create a stylish email, and most importantly, how to track your E-blasts success! If you are ready to bring your organization's marketing to the next level and strategically target your donors and contacts, this session is for you!
Does your organization have a membership program to support you in generating revenue for all that amazing work that you do, or are you interested in setting this kind of membership program up? In either case, this is your go-to training for all things memberships! This training will provide you and your team with an in-depth overview of how membership work in Keela including how to create and manage membership plans and subscriptions, how to report on and export memberships, how membership forms work, and how to manage membership receipts. By the end of this training, you will be well equipped to offer enticing membership options to your stakeholders along with newfound knowledge to support you in keeping those memberships organized!
Reporting! We all have to do it, and we certainly all want an intuitive system that makes it easy for us, am I right? You're in luck! Keela's reporting tool allows you to report on your transactions, contacts, and volunteers with ease. We have all sorts of filters that you can use to break down your data so you can view and analyze the information that is important for your organization. This session will walk you through the 'Reports' tool from start to finish. You will learn how to create all kinds of reports (custom and pre-made), how to use filters, how to view report calculations at a glance, and how to export your reports to share with your team & stakeholders. You are one session away from becoming a reporting expert, what are you waiting for?!
Need to import data into the system, or pull data out of the system, and not sure where to start? No worries! The purpose of this session is to give you an overview of how to organize and import your data, as well as how you can export your existing data from the system (including reports)!
- When it comes to imports, we will outline the steps for exporting from a third-party system, cleaning up your data, formatting your import files to match Keela's requirements, and using the import tool in Keela.
- When it comes to exports, we will outline what data can be exported from Keela & how to export that data! Fun fact: you can create custom exports, so you only pull the fields that you need. No more bulky export files!
By the time you complete the session, you will be ready to conquer those import spreadsheets and impress your colleagues with polished exports!
Key Performance Indicators
What on earth are Key Performace Indicators, and why should you care? Great questions! To keep it simple, KPIs are indicators that allow you to identify goals that you have and track your progress towards those goals. Keela's KPIs can support your team in skyrocketing the effectiveness and productivity in relation to nonprofit fundraising, marketing, donor management, and more by showing you where you're doing really well and where you might need a little extra push to move closer to your targets.
This training session will provide more detail on what KPIs are, why you should care about them, how to use them, and how Keela's intelligence tools can automate KPI measures for you. When you're ready to take your organization to the next level, we'll see you in our KPI training!
Interested in finding out who of your donors are most likely to give, which donors have the most social and financial interaction with your organization, which donors you should focus your energy on, and which donation amounts you should ask for? Save yourself the brain energy, and let us show you how Keela can do all this for you! This session will explore how Keela uses artificial intelligence to provide donor insights and recommendations that guide your organization to understand which donors bring the most value, how to inspire disengaged donors, how to make strategic donation asks, and more. What are you waiting for, come explore the power of Keela's AI!
Automation (Premium Feature)
Explore Keela's Premium Feature - automation! Our automation tool allows you to create custom workflows that will send your contacts through a series of actions determined by you! The workflow follows IF/THEN logic statements, so when one thing happens, you tell the system exactly what you want to happen next. For example, an automated workflow might go from a volunteer filling out an interest form → receiving an application form via email → filling out an application → users are notified there is an application to review → and then accepted volunteers are added to a volunteer Tag. And that's just a simple workflow example...skies the limit!
Ready to see this automation in action? This session will educate you on how the automation tool works while walking through a workflow example. As a bonus, we will then be building a mock workflow together, right on the spot! You won't want to miss this one.
*We are working on additional training sessions to add to our Learning Suite. Stay tuned!
How can I book more training sessions this month?
Training Booster Packs
Hungry for more learning? Get the most out of Keela by adding a booster pack to your Premium Care features for a one-time fee of $400. With each pack, you will receive three additional training sessions that can be used at any time!
Reach out to us at firstname.lastname@example.org to learn more!
Looking for Phone Support?
Sure thing - head over to our Phone Support article here to learn more.
Looking for Live Chat?
Sure thing - head over to our Live Chat article here to learn more.
I can't see the Schedule Training option in my account.
If you haven't purchased our Premium Care package yet, you won't be able to see this option in your account. Head over to our Premium Care article here to learn about how you can sign up!