Andrea Jackson
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Recent activity by Andrea Jackson-
Connecting PayPal
Connect your PayPal account with Keela! Looking for more information about PayPal and Keela? Refer to Intro to Payment Processors and come back here when you're ready to connect! The process: Ther...
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Navigating a Report's Overview Tab
There are three tabs available for a newly created report. In this article, we will be discussing the Report's Overview Tab and what each section within the overview tab means, how to use it and ho...
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Data Cleanup, Formatting and Import Service
Step 1 - Gather your Data Spreadsheets together Assemble all your data in spreadsheets Combine your Data Types into single Excel spreadsheets wherever possible I.e. Contacts/People/Individuals/O...
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Creating Segments
Want to send Email Marketing to Contacts that are stored in a Tag? Want to view a list of Contacts from based on their giving history? Then this training video is for you! Further Resources Tags,...
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Google Integrations - Google Login and Google Calendar
Google provides a suite of tools to ensure your organization stays connected and organized via Keela. Google Sign-In Overview No need to remember yet another password. Integrate with Google, so ...
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Edit, Delete or Cancel a Revenue
Have a revenue that's not quite right? We've made it easy to edit, delete or cancel a revenue record, so your records can stay up to date. Edit a One-Time Revenue After our newest release, you may...
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Edit, Delete or Cancel a Donation
Have a donation that's not quite right? We've made it easy to delete or cancel a donation record, so your donation records can stay up to date. Edit a One-Time Donation After our newest release...
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Moving Your Existing Recurring Donations into Keela
Do you have recurring donations that are being processed or stored outside of Keela? Then you've come to the right place! In this article, we'll be looking at everything you need to know about trac...
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Setting up your Receipts - Acknowledgement Letters
Once you've finished setting up your Receipt Details, it's time to move on to the Acknowledgement Letters. This section of Receipts & Emails tab lets you customize the: Automated emails that are s...
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Step 3: Let’s Set Up - Payments & Receipts - Admins Only
Show me the money! We get all kinds of different nonprofits at Keela. Folks who accept online donations. Folks who only accept membership subscription payments. Folks who do both!We even get folks...