Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
How to Archive, Close or Delete a Form
We've created two different ways to help you keep your Forms organized and ensure that only the forms that you need are displayed in your Forms section. Closing your Form Before Archiving or Deleti...
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Navigating a Report's Calculation Tab
The Calculations Tab is where you can put all your data to work. Rather than doing the heavy lifting of data analysis yourself, let Keela put in the work for you with these one-click calculations. ...
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Revenue 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 cr...
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Payment Processor Integration Service
Step 1: Choose a Payment Processor Review our External Payment Processor article and choose the payment processor(s) you would like your organization to integrate with You may also want to read o...
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Fundraising
We know how important it is to be able to record and track fundraising efforts with your contacts over time. This is why we have made the fundraising information specific to each contact available ...
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Managing Duplicate Contacts
Keeping your contact database neat and tidy means that sometimes you need to handle duplicate records. Keela has a few tricks up our sleeve to help you manage duplicates in the database with just a...
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Subscription Forms, an introduction!
What is a Subscription Form? Forms can be embedded on your website, a pop-up page or a stand-alone web page that allow a person to enter information. They have blank fields where you can enter your...
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5. Customize the Contents Sections of your Form Page
Edit Default Form Questions We have now added the ability to edit how the default form questions will be shown on the form. You'll first need to select which default questions you'll want to have ...
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Navigating a Campaign - Forms Tab
There are a lot of different tabs that can be accessed from within a Campaign in Keela. In this article, we'll be looking at the Forms tab. You can associate your Forms with Campaigns so that dona...
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Custom Fields
Your organization is unique and so are your contacts! That's why you can create your own Custom Fields on a Contact Profile. This allows you to collect and manage any information for contacts that ...