Andrea Jackson

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Recent activity by Andrea Jackson Recent activity Votes
  • Connecting Stripe

    Connect Stripe with Keela! Looking for more information about Stripe and Keela? Refer to Intro to Payment Processors and come back here when you are ready to connect! (1) Connect in Keela Login to ...

  • Creating and Managing Membership Plans

    Create a Membership Plan To create a membership plan, navigate to Memberships in the sidebar and select New Membership Plan. If you've created at least one membership previously, this button will b...

  • Your Keela Inbox and Sending Direct Emails

    Your Keela Inbox We know how important it is to be able to keep track of your emails. That's why we've made it easy to find and access your emails with the click of a button. Navigate to your Keela...

  • Formatting Your Donation 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. Before ...

  • Data Security

    Keela's Data Security  Protecting your data is extremely important to us. Outlined below is information on Keela's commitment to making sure your data remains safe and secure.  Data is securely st...

  • Donations vs Revenues

    There are two ways you can record transactions in Keela - Donations and Revenues. If you are unsure about how to log a transaction in Keela, you can use this guide to help you!   What is a Donation...

  • Log a Recurring Donation

    For any donations not received via a Keela Donation Form, you can manually log these transactions in Keela!. A few examples of recurring donations that you may want to log in Keela: You are moving...

  • What Types of Widgets can be Added to your Dashboard?

    There are five different categories of Widgets that you can add to your Dashboard: Smart Widgets (Beta) Contacts Fundraising Projects Forms Smart Widgets Smart Widgets use Keela's built-in intell...

  • Importing Eventbrite Events

    How to Import an Event into Keela There are two ways to import an event into Keela: (1) Through the Events Tool Select the Events tool in the sidebar > Select the Import Event button.  Note: If th...

  • Log a Recurring Revenue

    For any revenues not received via a Keela Revenue Form, you can use the Fundraising feature in Keela to log a recurring revenue, process payments, and issue receipts. A few examples of recurring re...