Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
MailChimp Integration, an introduction!
MailChimp is a web-based email marketing service, that allows you to design email newsletters, integrate with services you might already use, as well as track your results. Keela has its own, free,...
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Log a Donation
For any donations not received via a Keela Donation Form, you can also manually log a donation, process payments and issue receipts. A few examples of donations that you may want to log in Keela: ...
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Collecting RSVP's for an Event
Here are step by step instructions to collect RSVP's in Keela. You can collect RSVPs through a custom form or a revenue form, depending on if you are selling tickets to your event. Here is a quick ...
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Managing Email Preferences for a Contact
It's important to understand your contacts' email preferences and have them recorded, not only for compliance reasons but to ensure you are engaging donors and contacts in the most effective way. K...
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Pledges
We know how important it is to be able to record and manage promised funding from your supporters. That's why Keela has created a Pledges feature to help you keep track of those promises! Where to ...
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How to Navigate the Keela System
In this training video, we'll demonstrate everything you need to know to zoom around the Keela system! Further Resources Getting Started articles - Five steps to get your organization fully impo...
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Exporting Data
Exporting data in Keela follows the same basic steps: 1. Selecting your dataset (contacts, transactions, memberships, etc.) 2. Clicking Export (the little paper icon 3. Choosing the export columns...
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How to Manage your Contacts in Keela
In this training video, we'll demonstrate how to navigate and manage the Contacts section of Keela. You'll see a demonstration of how to add a new Contact and a breakdown of what each tab on a Cont...
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How to use the Reports Dashboard Tool
In this training video, we'll talk through the different types of Report Dashboards that can be created in Keela and how to manage them. Further Resources Getting Started articles - Five ste...
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How to Create and Connect a Campaign in Keela
In this training video, we'll demonstrate how to navigate to, create and manage Campaigns in Keela. Further Resources Getting Started articles - Five steps to get your organization fully impor...