Andrea Jackson

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  • 4. Adding Fields or Questions to your Form

    We've spent a bit of time chatting about how Forms are a great way to collect information from your Contacts, Members, Donors and more! Some examples of information that you may like to collect ar...

  • How to create a Smart Ask Donation Form (Old Form Builder)

    What is a Smart Ask Form? Wouldn't it be great if your Donation Form could include a custom amount for each contact based on the amount that they are most likely to donate? Guess what, thanks to Ke...

  • BCC/FWD Emails

    Keela can be a great way to communicate with your Contacts! You can send direct, one-on-one emails, or send Email Marketing to a bunch of Contacts at once! The best part about using these systems i...

  • New Zealand

    Inland Revenue Department Number Your IRD number identifies your business for all its tax-related events. It is unique to your business. To find out more information about the Inland Revenue Depart...

  • Syncing Data to Quickbooks Online

    Now that you've completed the initial 3 steps of the setup, you're ready to send some data to Quickbooks. Hooray!We're now on the fourth and final step of the process! Overview of the Quickbooks On...

  • Troubleshooting Your SendGrid Connection

    You've completed the steps needed to connect your Keela account with SendGrid but it still hasn't been verified. No worries! Try these steps to troubleshoot.    (1) Have you waited 24-72 hours? Som...

  • How to Access and Use the Keela Community

      Where is the Keela Community located? You can access the Keela Community from our website, Knowledge Base Center, as well as right within Keela itself. Keela website You can find the Keela Commun...

  • Step 4: Let’s Set Up - Customize your Account

    This is an Art Attack. This is my favorite part of the journey and I don't care who knows it.This is the part where you and your team members (if you have them, you might be a one-person-show!) si...

  • Importing Transactions From Another System After Initial Import

      Importing Transactions After Initial Import If you have already done the initial import of your historical transactions, but you are still accepting transactions through another system external t...

  • Donation Receipts

      There are lots of different receipts and automatic emails that you can send out - as such, there's a lot of information! We couldn't possibly fit it all into this one article. That's why we have ...