Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
A tour of the Knowledge Base!
So you're here to learn, hey? We have one of the most detailed Knowledge Bases in the entire industry. Seriously, there is a detailed How-To-Guide or Training Video for nearly every question under...
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Pipeline Rules
Now that you've set up your stages and have added contacts to your Pipeline, we're approaching the best part of our Pipelines feature: the Rules. Rules is essentially a way that you can automate t...
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Project Files
In your projects, all the files you have are kept under the Files tab for all your project members to access quickly and easily. Uploading files to a Project Uploading through the 'Files' tab ...
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Actions Stage
The Actions Stage is where the real magic happens - these are the actual actions that you would like Keela to perform as your Contact moves through the workflow. When they hit an Action Stage, Ke...
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How should I manage Email Marketing Statistics?
If you are familiar with Keela's Email Marketing Statistics but not quite sure how to manage the recipients within these statistic categories, that's what this article is for! Below we have outli...
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Campaign Recommendations
When approaching a donor for a gift, it's important to understand what causes they are most likely to give to increase the likelihood that they will donate. This is exactly what Keela's Campaign R...
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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...