Training Videos

CareLabs Best Practice Webinars

• KeelaPay: Introducing Our New Payment Processor!
• Peer-to-Peer Premium Feature Walkthrough
• Direct Mail, Communications, Donation Summaries – Oh my!
• End of Year
• Fundraising Campaigns
• QuickBooks Online and Keela - A Match Made in Heaven (Seriously!)

See all 14 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
• How to Create a Segment Using a Tag Filter

Fundraising

• How to Navigate the Fundraising section of Keela
• Receipts and Letters - Campaign & Impact Area Customization Training Video

Impact Areas

• How to Manage your Impact Areas
• Receipts and Letters - Impact Area Customization Training Video

Campaigns

• How to Create and Connect a Campaign in Keela
• Receipts and Letters - Campaign Customization Training Video
• Create a Peer to Peer Campaign

Forms

• What are the Benefits of a Keela Donation Form?
• How to Create and Share a Keela Donation Form!

Email Marketing

• How to Create and Send Email Marketing (from a Template)

Filters

• How to Use Filters Training Video

Reports

• How to use the Reports Dashboard Tool

Automations

• How to Create a Workflow

Integrations

• Best Practices for the Quickbooks Integration