Andrea Jackson

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  • Formatting Your Revenue Data Spreadsheets

    Introduction Whether you are a new customer and bringing over your revenue data from another system, or collected cash revenues at an event and need to log them in Keela, importing revenues is an e...

  • Setup Sync Settings for Quickbooks Online

    Now that you have Integrated with Quickbooks Online, the next step is to setup your Sync Settings.  We're now on the third step of the process! Overview of the Quickbooks Online Integration Integr...

  • Zapier FAQs

    What platforms can Keela connect with through Zapier?  Zapier has over 5,000 platforms available to pull data from. Keela can connect with any platform that collects contact or one-time transaction...

  • Your Personal Profile

    Your Personal Settings When you first receive a login to Keela, we recommend that you review all your personal settings. This will ensure that all information is correct and that you'll receive the...

  • Anti-Spam Regulations effective February 2024

    As of February 1st 2024, Yahoo! Mail and Gmail are introducing a new set of requirements that senders must meet in order for their bulk email to be delivered as expected to their subscribers. Email...

  • Pipeline Overview and Stages

    Now that you've created your Pipeline, let's get on the Overview and Stages tab of your Pipeline so you can get this started!  Overview Tab The overview tab of Pipelines will give you an overview o...

  • Duplicate, Copy, or Download Sent Email Marketing

    Duplicate an Email Marketing Whether you've already sent your Email Marketing communication or it's still sitting pretty in your Drafts, you may find yourself wanting to duplicate it or create a te...

  • Delay Next Stage

    Think of the Delay Next Stage as a time-based checkpoint for your Contact when they are moving through your workflow.   When they hit this checkpoint, Keela will hold them for the time that you spe...

  • Subscription History

    Are you looking for a way to monitor your Contact' Subscription Preferences and Contact Profile updates? That's where Subscription History comes into play! Subscription History is a great way to tr...

  • Revenue Forms, an introduction!

    What is a Revenue 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, drop-...