Andrea Jackson

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  • Personalize Email Marketing with Smart Codes

    What are Smart Codes? Smart codes are snippets of placeholder text that you can add to Text Box Content Blocks in Email Marketing to personalize your messages. Simply enter a smart code in your mes...

  • Navigating a Report's Data Tab

    The Report's Data Tab is where you'll find the micro-level details that make up your report. In a Contact Report, this would be a list of contacts who fit your filter criteria. In a Transaction Rep...

  • Membership Email Notifications and Receipts 

    Membership Notification Emails Below are the types of notifications your contacts will receive regarding memberships.  Membership Subscription Confirmation - contacts who subscribed to a membersh...

  • Import Statuses

    Curious as to what's going on behind the scenes during an Import? Here's a breakdown of all of our Import Statuses!Import StatusesDraft You've begun the Import process, but have not yet Imported yo...

  • Retiring Keela's Original Donation and Subscription Forms

      Keela debuted our new Donation and Subscription Forms back in July 2022. Given the success of these new forms and in order continue to build out innovative technology to maximize your revenue gro...

  • Managing Keela's New Forms

    You've put all of your blood, sweat and tears into building a new Form (of course, we hope not literally). Now, it's time to kick back and relax as you manage these Forms!  Once you've published yo...

  • Keela's Automation Tool

    It’s no secret that nonprofits have their work cut out for them! You’re doing the work of 5 people and time is a luxury that you can no longer remember. Folks can be stretched pretty thin!    So ho...

  • To-Do's

    You've got a lot on your plate, which can make it difficult to remember all the follow-ups you need to complete with your key contacts. Use Contact To-Do's to easily organize your follow-up calls a...

  • Syncing Data to Xero

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

  • Mass Emailing Rules & Anti-Spam Laws

     These are the rules and laws set out by your country that determine how your organization can email Contacts. Your compliance with these laws protects your organization and improves the deliverabi...