Andrea Jackson
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Recent activity by Andrea Jackson-
QuickBooks Sync Error Codes
Are you syncing transactions to QBO and notice the sync status of "Error"? This means that this transaction is unable to sync between Keela and QBO. No worries! We've outlined some of the most comm...
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Create a Cumulative Receipt for Multiple Donations
How to Log a Receipt for Multiple Donation Important Note - a cumulative/total receipt can only be issued if the following conditions are met: All of the donations were made by a single Contact Al...
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Navigating a Campaign - Fundraising Tab
There are a lot of different tabs that can be accessed from within a Campaign in Keela. In this article, we'll be looking at the Fundraising tab. Transactions The Transactions option allows you to...
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6. Customize the Contents Sections of your Thank You Page
What is a Thank You Page? The Thank You Page subtab allows you to customize the design of the thank you page that will display after your Contact submits a response to your form. Content Sections I...
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Launching the Keela Community!
We are announcing the launch of the Keela Community! Here’s where you’ll find a warm community of nonprofit professionals from around the globe with one common mission: to create an impact in our ...
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How Can I View Total Donations in an Export (this year, last year etc)?
Coming Soon! The ability to export total donation data (whether it's for the last month, the last year, or any specific timeframe!) directly from Keela without needing any extra steps has been mar...
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Formatting Your Interaction 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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Managing Success with Keela's KPIs
Learn how to use Keela to measure data that matters and empower your decision making. We talk about KPIs a lot here at Keela. My boss, Tasi, is the master of them and we’ve definitely harnessed h...
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Interactions
What is an Interaction? Interactions are records of correspondence or engagements with your contacts. This includes: Manual Interactions - such as a phone call, email, in-person meeting, etc. ...
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Donor Score
Have you ever wished there was an easy way to identify which of your donors is most valuable to your organization? Have you ever found yourself spending lots of time and resources reaching out to ...