Andrea Jackson
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Recent activity by Andrea Jackson-
Popular Transaction Reports
Before jumping into these step-by-step report guides, we recommend checking out our How to Use Filters Training Video. Filters are the back-bone of every report, so understanding which filters to u...
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Adding Stages to your Workflow
Now that you've created your workflow and established exactly when your Contacts will enter it, it's time to start adding Stages to it! Add a Stage Click on the Add a Stage button Click on the...
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Wait for Trigger Stage
What is the Wait for Trigger Stage? The Wait for Trigger stage let's you pause the workflow until something specific happens to the Contact (a trigger). Triggers can include things like if a Tag is...
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Email Marketing Statistics
Understanding Email Marketing Statistics What are Email Marketing Statistics? We use SendGrid to deliver your Email Marketing to your Contacts. SendGrid analyzes the information that is provided ba...
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Sharing a New Keela Form
Now that you've created a new Donation Form, it's time to share it with the world! Publishing Your Form Before you can share your form, you will need to publish it. Publishing your form will not ...
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Design Your Direct Mail
Ready to design your Direct Mailing? Let's get started! Accessing Direct Mail Content To edit the content of your Direct Mail, head to the Content Tab of your recently created Direct Mailing. You c...
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Keela joins Aplos to serve nonprofits with a fully integrated technology platform
We are thrilled to announce that Keela has been acquired by Aplos, a best-in-class accounting system designed for nonprofits. With Aplos' recent acquisition of Raisely, a best-in-class fundraising...
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Two-Factor Authentication
Here at Keela, we're always working on new ways to make your account even more secure. That's why we've introduced two-factor authentication to the login process. This is completely optional based ...
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Creating a Zap Workflow
Navigating to the Zap Builder Before getting started, make sure you followed the steps in Setting up the Zapier Integration. To create a new Zap, head to your Organizations Settings in Keela > h...
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Manage a Contact Profile
Create and manage all your individual your contacts in just a few clicks! If you are looking to manage a Company, you can go here to our Manage a Company article! Create a Contact (1) Navigate to C...