Andrea Jackson
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Recent activity by Andrea Jackson-
I've Purchased Professional Services - What Next?
Hello! You must be here because you have purchased Professional Services and want to know more about the next steps. Hint: If you have not purchased Professional Services yet, head here. What d...
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2. The Forms Overview Tab
Once you've created your Form in Keela, you'll notice that there are four tabs that can be accessed within this form. In this article, we're going to take a look at the Overview tab which is the fi...
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Importing Your Data into Keela
In this article, we'll take a look at how you can import your data into Keela and some important bits and pieces of information along the way.Navigating to the Imports tab in Keela(1) To begin the ...
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What's the difference between Impact Area, Campaign, Source and Keywords?
When it comes to fundraising and managing your transactions, Keela has designed labeling tools that make it easy to organize, track and report on your payments. You can apply labels to your transac...
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Using Your Keela Starter Account
Managing your Contacts You can add up to 250 contacts to your starter account. When someone gives a gift through your Keela Donation Form, they'll also be automatically added as a new Contact to yo...
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Viewing your Export History
Now that you've setup your Custom Exports and learned how to export from the system, let's take a look at how you can access, download or delete your Exports. Click on your Organization's Name > Cl...
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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 mark...
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Managing Recurring Transactions
Need to view or update the information for recurring series? You've come to the right place. Check out the steps below! Viewing a Recurring Series To navigate to a recurring series, you will want ...
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Learn Keela's Tools
Once you have an idea of the General Navigation of Keela, you can start taking a deep dive into each tool found on the left-hand sidebar of your account. Below are the central tools in Keela and ...
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Create a Peer-to-Peer Campaign
In this training video, we'll demonstrate how to create a Peer-to-Peer campaign in Keela. Note: Peer-to-Peer is a premium feature and can be purchased under the 'Premium' tab in your Your Organi...