Claudia Hundloe

1. Community
2. General Discussion
3. Create automation based on donation value

Hi Carole, if you select a workflow based on 'Contact makes a transaction' and then add filters including 'Total amount of gift = whatever amount you want ie. is between 500 and 5000' and 'date rec...

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• Claudia Hundloe
• July 30, 2024 02:20
• 0 votes

1. Community
2. General Discussion
3. Addressing couples?

Hi Laura,  I'm managing this manually outside of Keela at the moment otherwise I just have one contact for them and include both their names in 'First Name'. Titles doesn't really allow for it unfo...

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• Claudia Hundloe
• May 15, 2024 05:53
• 0 votes

1. Community
2. General Discussion
3. Counting Individual Donors within a Campaign

Hi Sam, if you're wanting total number of 'new' donors you can try and filter by 'First gift' date or 'Total Donations' = 1 and the campaign added to the filter. If you have your 'weekly subscriber...

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• Claudia Hundloe
• May 15, 2024 05:51
• 0 votes

1. Community
2. General Discussion
3. Report help!

Hi Nicole,  if you're wanting to just do it with filters in 'Contacts' tab:I believe you can add 'date received' multiple times so you can have 'Date received' = 'is between 2021 and 2022' and 'dat...

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• Claudia Hundloe
• February 20, 2024 06:36
• 0 votes

1. Community
2. General Discussion
3. Printing acknowledgement letters?

Hi Laura, I see you sent this 4 months ago but if you're manually putting in cash/cheque or card donations you have the option under 'receipting' to 'Generate receipt and letter from print and mail...

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• Claudia Hundloe
• January 23, 2024 07:01
• 0 votes

1. Community
2. General Discussion
3. Creating segment for active recurring donors in specific impact area

Hi Rebekah,  This is a while ago now and you might have worked it out but I'd suggested checking whether your filter settings are "Filter for contacts that match               All                  ...

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• Claudia Hundloe
• June 15, 2023 06:08
• 0 votes

1. Community
2. General Discussion
3. Setting up acknowledgements for new donors only

Hi Cristin Merker, https://support.keela.co/hc/en-us/articles/4410712445453-First-Time-Donor-Thank-You  This article talks about automations with sending first-time donors a welcome email. It doesn...

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• Claudia Hundloe
• April 19, 2023 00:55
• 0 votes

1. Community
2. General Discussion
3. Contacts with $0 or no donations made

Hi James, try Frequency = Is empty. If you use a $ amount it looks at all donations that HAVE been made for $0. I hope this helps.

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• Claudia Hundloe
• April 18, 2023 05:37
• 0 votes