Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
Smart Ask - Personalize Your Donation Asks!
Have you ever found yourself wondering what an appropriate donation amount is to ask a donor for? What if you ask for too much, or too little? This can be tricky! That's where Smart Ask comes in. T...
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Using Keela Forms
One of the most important parts of your Keela set up is creating and publishing Forms. They are the backbone of Keela and allow you to automatically accept payments and donations, issue receipts,...
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Create a Receipt for a Single Donation
How to Log a Receipt for a Single Donation (1) Click on the Contacts tool in the sidebar > Click on the Contact that you would like to log a receipt for > Click on the Fundraising tab > Select Tra...
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Managing Users in Keela
Easily collaborate with your team by adding them as users to Keela. Keela Tip: Before inviting a new user, consider the permissions you'd like to grant them in Keela. Invite a New User Navigate ...
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Interactions
Interactions are your go-to for all your communications with a contact! Keep track of all your communications with a contact, both online and offline, for a full history of your relationship, empow...
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Project Tasks
Our Tasks tool lets you create and manage project tasks, set deadlines and priority levels, and assign team members and followers to each task that you create. When you use these tools, you can sta...
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3. The Setup Tab
There are several tabs that can be accessed within a form. In this article, we're going to take a look at the Setup tab. Important Note about Form Types The Setup tab looks a little different depen...
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Adding and Managing Membership Subscriptions
There are two ways to add a contact to a Membership: Manually Logging the Membership in Keela Through a Keela Membership Form Manually Adding a Contact to a Membership Plan There are two ways to...
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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...