Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
Adding Stages to your Workflow
Now that you've created your workflow and established exactly when your Contacts will enter it, it's time to start adding Stages to it! Add a Stage Click on the Add a Stage button Click on the...
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Custom Forms, an introduction!
What is a Custom 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-d...
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Form Creation Service
There are five different types of Forms that we can create for you as part of your Professional Services. Check the quote that you signed if you'd like a reminder on which Form(s) you purchased. T...
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Step 6: Let’s Set Up: Import Your Historical Data
And now, for the Big Leagues.Once you've updated your website with your Keela Forms, all new data will be automatically stored in Keela. Your Historical Data will be frozen in time!You don't want t...
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Volunteer Activities for a Contact
Our Volunteering tool lets you add and manage volunteer records for a contact quickly and easily. When you use this tool, you can keep your volunteer records up to date and find out how volunteers ...
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Receipts & Emails Settings
Before you can accept donations, revenues or memberships, you'll need to setup your receipts and automated emails in Keela. Setting Up Receipts & Emails To create your receipts, navigate to Organi...
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How to Edit the Company Position of a Contact
If you've linked an Individual Contact with a Company Contact, you may have also designated a Company Position for that Contact. Sometimes, things change! Perhaps the Individual Contact has retired...
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Tags
What is a Tag? Tags can be used to manage your contacts in Keela. When you use tags to organize your contacts, you can identify the relationships you have with your contacts and keep all your conta...
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7. Customize the Contents Sections of your Form Closed Page
What is a Form Closed Page? The Form Closed Page subtab allows you to customize the design of the page that will display if your Contacts try to access a form that has been closed to the public by ...
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Donor Readiness
What is a Donor Readiness? Donor Readiness refers to the likelihood for a donor to give in the next two weeks. It allows your organization to easily identify contacts who may be ready to give! How...