Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
Why does my Email Marketing Recipients have less contacts than our Segment/Tag/Contacts?
Have you sent your Email Marketing and it is showing a different number Recipients than you expected? We are here to help! Here are a few things to keep in mind: Subscription Statuses When you fill...
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Membership Forms, an introduction!
What is a Membership 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, dr...
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Create a Receipt for a Single Revenue
How to Log a Receipt for a Single Revenue (1) Click on the Contacts tool in the sidebar > Click on the Contact that you would like to log a receipt for > Click on the Fundraising tab > Select Tran...
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How do I access Phone Support?
Once you've purchased our Premium Care subscription package, you'll have access to a bunch of new ways to communicate with our Customer Support Specialists. One of the most popular ways to chat w...
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Best Way to Reach Out
There are now so many ways you can communicate with your donors - so what's the most effective way? Each donor is unique, so there isn't one size fits all, which is why Keela has the Best Way to R...
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Bulk update the Assignee or Priority of your Contacts
If you're familiar with how to create a new Contact in Keela, you'll know that Priority and Assignee are two fields that can be used to manage your Contacts. In this article, look at how you can up...
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Managing Recurring Transactions Processed via PayPal
PayPal has it's own processes and procedures for managing recurring transactions, which is why not everything can be managed via Keela. Here is our recommended processes for making changes to recur...
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Activating your Workflow
Once you've finished adding your stages to your workflow and you've adjusted your Settings it's time to activate it! Navigate to the Workflow tab> Click on the Actions button > Choose either Star...
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User Permission Levels
Before adding a new user to Keela, it's important to understand the permission levels that are available so you know exactly the tools and data that will be available to the user when they login. ...
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Manage a Company
Create and manage your Companies in just a few clicks! If you need to manage an individual profile, head over here! Create an Organization Navigate to Contacts in the Sidebar > click Companies > Ad...