Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
Customizing an Impact Area's Acknowledgement Letter
We know that emphasizing and communication your Organization's impact is key to donor stewardship. This is why we have functionality to customize the Acknowledgement Letter which accompanies a tra...
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Create a Custom Email Marketing Template
Create the Template Click on Communications in the Sidebar > Click on the Saved Templates Tab > Click on the Create Template button Name the Template Enter a Name for your Template > Click Save S...
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Personal Notifications
Configuring your Personal Notifications is important to make sure you receive important updates from Keela regarding activity in your account. How do I change my Personal Notifications? Navigate t...
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Smart Recommendations Overview
What are Smart Recommendations? You have insight into your contacts through your relationships and with the help of Keela's Contact Insights but what should you do next? Keela's Smart Recommendati...
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Changing Contact Types
Do you have a Company Contact that should be an Individual Contact or vice versa? Don't worry we have made it super easy to change Contact types! Note! As this is a substantial change to a cont...
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Receipts and Letters - Campaign & Impact Area Customization
In your account's Organization Settings, you have the ability to customize the Receipts and Letters that are sent out to your Contacts, at an organization level. We talk about this in great detail ...
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QuickBooks Online and Keela - A Match Made in Heaven (Seriously!)
Keela’s QuickBooks Online integration is built specifically for nonprofits. It’s the gateway between your Keela account and your Accountant’s office. But have you ever found yourself confused as to...
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How to Create a Campaign
Now that you understand what a Campaign is, you might want to try the process out for yourself! In this article, we'll look at how to create a new Campaign in Keela. How to Create a Campaign How t...
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Creating a Pipeline
Now that you've purchased Pipelines, I'm sure you are very eager to start creating some Pipelines. In order to create a Pipeline, you'll have to go to Pipelines on the left hand side: Once you ar...
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United States
Federal Tax ID Number In the United States, a 501(c)(3) organization must have a Federal Tax ID Number, sometimes called an Employer Identification Number (EIN), to apply for tax exemption status. ...