Andrea Jackson
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Activity overview
Latest activity by Andrea Jackson-
Andrea Jackson created an article,
How to Archive, Close or Delete a Form
We've created two different ways to help you keep your Forms organized and ensure that only the forms that you need are displayed in your Forms section. Closing your Form Before Archiving or Deleti...
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Andrea Jackson created an article,
Campaign Recommendations
When approaching a donor for a gift, it's important to understand what causes they are most likely to give to increase the likelihood that they will donate. This is exactly what Keela's Campaign R...
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Andrea Jackson created an article,
Create a Receipt for a Single Revenue
How to Log a Receipt for a Single Revenue (1) Click on the Contacts tool in the sidebar > Click on the Contact that you would like to log a receipt for > Click on the Fundraising tab > Select Tran...
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Andrea Jackson created an article,
Membership Forms, an introduction!
What is a Membership Form? Forms are stand-alone web pages or little boxes embedded into a website that allow a person to enter information. They have blank fields where you can enter your name, dr...
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Andrea Jackson created an article,
Revenue Receipts
There are lots of different receipts and automatic emails that you can send out - as such, there's a lot of information! We couldn't possibly fit it all into this one article. That's why we have cr...
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Andrea Jackson created an article,
Navigating a Report's Calculation Tab
The Calculations Tab is where you can put all your data to work. Rather than doing the heavy lifting of data analysis yourself, let Keela put in the work for you with these one-click calculations. ...
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Andrea Jackson created an article,
Best Way to Reach Out
There are now so many ways you can communicate with your donors - so what's the most effective way? Each donor is unique, so there isn't one size fits all, which is why Keela has the Best Way to R...
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Andrea Jackson created an article,
How do I access Phone Support?
Once you've purchased our Premium Care subscription package, you'll have access to a bunch of new ways to communicate with our Customer Support Specialists. One of the most popular ways to chat w...
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Andrea Jackson created an article,
Bulk update the Assignee or Priority of your Contacts
If you're familiar with how to create a new Contact in Keela, you'll know that Priority and Assignee are two fields that can be used to manage your Contacts. In this article, look at how you can up...
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Andrea Jackson created an article,
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