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Training Videos

A collection of online training videos that demonstrate how to use features and tools in Keela.

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

Company

  • About Us
  • The Team
  • Careers

Product

  • Features
  • Pricing
  • Release Notes

Support

  • Submit a Request
  • Ideas Portal
  • Ask the Community

Resources

  • Blog
  • Webinars
  • Consultant Directory

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