Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
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 ...
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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 wa...
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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...