Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
Best Practices with Keela: Bulk Receipting Tool
Let’s face it - tax receipting is a time-suck. For many nonprofits, this isn’t apparent until it’s too late. You just wrapped up a successful year-end appeal (woot!), and now you’re buried in piles...
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Cumulative Receipts via a Keela Form
If you've taken advantage of a Keela Donation Form, you might find yourself with a bunch of donors or payees who signed up for scheduled recurring transactions via your form at the end of the year....
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Exporting Membership Lists from Keela
Looking to export a CSV list of Contacts which have subscribed to a certain (or multiple) Membership Plan(s)? Please follow our process below and you will be able to gather your member lists in no ...
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Formatting Your Membership Data Spreadsheets
We spent a bit of time in our Introduction to the Import Data Process training videos chatting about how the Import Process works as well as some general advice on how to perform Data Prep. In this...
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Optimizing Quickbooks Online for the Integration
Whether you are considering the integration or already have the integration setup, this video will walk you through how to set up Quickbooks Online and Keela to optimize your data sync. This video ...
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Households
What is a Household?The Household tool offers a way to identify relationships and groups within your contact list. When you use households to organize your contacts, you can identify those relation...
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Create an Automation Workflow
Once you've purchased the Automation feature in your Keela account, you'll be able to set up as many intricate workflows as you like. Want to see the Automations tool in action? Or, check out ...
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How do I access Live Training & Workshops?
Once you've purchased our Premium Care subscription package, you'll have access to a bunch of new ways to communicate with our Customer Support Specialists. One of the most popular ways to learn ...
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Why do Email Marketing Images Look Different on a Mobile Device?
When an email is received on a mobile device, the viewing space is significantly reduced. When multiple images or sections are stacked in a row, your mobile device has three choices to display thes...
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Keela Mindfulness
“I was thinking of ways we can support nonprofits in navigating through these challenging times. And I think we should leverage our software to do this” - Nejeed Kassam, Keela's CEO This was the ...