Training Videos

CareLabs Best Practice Webinars

• End of Year Webinar Series: Part 4 - EOY Receipting
• End of Year Webinar Series: Part 3 - Donor Stewardship at End of Year
• End of Year Webinar Series: Part 2 - Planning Your Email Marketing Strategy
• End of Year Webinar Series: Part 1 - Getting Ready for Fundraising Season
• Organizing Your Data in Keela
• Keela's New Donation Forms

See all 21 articles

Getting Started

• How to Navigate the Keela System
• Updating your Organization and/or Personal Settings!

Contacts

• How to Manage your Contacts in Keela
• Tags, Custom Fields, Segments and Filters - Bringing It All Together
• Creating Segments

Fundraising

• Starting the Year with Keela - Fundraisers
• How to Navigate the Fundraising section of Keela
• Receipts and Letters - Campaign & Impact Area Customization

Impact Areas

• How to Manage your Impact Areas

Campaigns

• How to Create and Connect a Campaign in Keela
• Create a Peer-to-Peer Campaign
• Navigating your Peer-to-Peer Fundraiser Account

Forms

• Embedding Keela's New Forms on Wix Websites
• Creating & Sharing a Keela Donation Form
• Smart Ask - Personalize Your Donation Asks!

Communications

• An Introduction to our Communications Tool
• Creating & Sending Email Marketing Templates
• Creating Direct Mail Communications

Memberships

• Memberships

Projects

• Creating & Managing Projects

Filters

• Using Filters in Keela

Reports

• How to use the Reports Dashboard Tool

Automations

• How to Create a Workflow

Integrations

• Integrating & Activating Double the Donation
• Best Practices for the Quickbooks Integration