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.
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....