Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
What are Professional Services?
Hint: If you have already purchased Professional Services, head here. Whether you are new to Keela and would like us to complete some onboarding tasks like your initial imports to the system, runni...
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Release Notes - 2.7.2
We're excited to announce some great new additions to the Keela system! Check out all the details below and don't forget to send in your ideas to our Product Board here. You never know! Your ideas ...
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What are Receipts?
One of our favorite things about the Keela system is our Receipts! You can create Receipts for Donations, Revenue Payments (non-donations financial gifts) and Memberships. You can customize these w...
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Release Notes - 2.7.3
We've heard lots of feedback about Interactions and how organizations would like more insight into their communications with contacts. We're pleased to add this mini-release to the system that allo...
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Logging Volunteer Hours with Keela Forms
Looking for a more efficient way to log your volunteer's hours? You've come to the right place! Here you can learn how volunteers can independently submit their volunteer hours via a Keela Form! ...
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Create an Automation Workflow
Once you've purchased the Automation feature in your Keela account, you'll be able to set up as many intricate workflows as you like. Want to see the Automations tool in action? Or, check out ...
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If/Else Stage
What is the If / Else Stage? Think of the If/Else Stage as a checkpoint for your Contact when they are moving through your workflow. When they hit this checkpoint, you'll ask a question - Does ...
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Best Practices for your Donation Page and Form!
Whether your organization already has a donation page and form on your website or you are getting ready to create one, this article is going to give you tips and tricks on how to create a compell...
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Release Notes - 2.8
We're excited to announce some great new additions to the Keela system! Check out all the details below and don't forget to send in your ideas to our Product Board here. You never know, your ideas ...
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Welcome Email for New Contacts
Once you've created your workflow, you can customize it by adding a starting point and multiple stages. In this article, we'll look at an example of how you might build a Welcome Email that can ...