Andrea Jackson
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Articles
Recent activity by Andrea Jackson-
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...
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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...
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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...
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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...
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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...