Where to Start
So you just started a new role with an organization that uses Keela and they are encouraging you to get the hang of the system, but you have no clue where to start? Below you will find a few recommended training videos and articles from our Knowledge Base. Feel free to pick and choose which resources to take a peek at depending on what you hope to accomplish in the system and your learning style!
Before you dive in, we recommend checking out our New User Guide to Navigating Keela Training Video below. This will give a general overview of the tools in Keela and how to get around. Think of it as a roadmap and then you can go ahead and dig more into the tools!
(Visual / Auditory Learners)
Rather learn about Keela via video rather than articles? If so, our Training Videos are going to be your go-to! They will walk you through the ins and out of Keela's features. Here are a few videos we recommend for new users who want to get up to speed with Keela!
Tip: want to speed up your learning, feel free to click the gear icon at the bottom of the videos and change the playback speed!
- Add & Manage Contacts
- Organize & Segment Contacts
- Track & Manage Fundraising
- Create & Share a Keela Donation Form
- Create & Send Email Marketing
- Create a Report
If you prefer to browse articles or are looking for resources to supplement the training videos listed above, the articles in our Knowledge Base will be super helpful. To save you time, here are a few articles we recommend for new users.
- Personal Settings & Profile
- Contacts Overview
- Logging Donations
- Creating & Sending Receipts
- Volunteer Management
Still feeling overwhelmed and not sure where to start? No worries, that's exactly what our Customer Care Team is for! If you are interested in a bit of additional guidance to help you get started, take a look at our Training and Support options! You can email us, live chat us, and even call us depending on your organization's support package. We hope to see you up and running on the system soon!