Andrea Jackson
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Recent activity by Andrea Jackson-
How to View Your MailChimp Sync History
If you've had a chance to sync up at least one MailChimp Audience and MailChimp Tag to your Keela account, you can view your Sync History! To find locate your Mailchimp Sync History go to: Organiza...
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Using Filters in Keela
The Filters button can be found scattered around your Keela account. It can be seen whenever you're viewing a list of data and is used to narrow down that data (Contacts Tool, Fundraising Tool and ...
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Test & Send Email Marketing
Email Marketing Recipient & Sender Fields Before you send your Email Marketing communication, you will want to make sure you have all the mandatory fields filled in! To - when you click 'Ad...
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Step 5: Let’s Set Up - Forms (The Most Important Part!)
Pop Quiz, Hot Shot. Do you want to accept Donation payments that go directly into your Keela account?Do you want to accept non-donation payments that go directly into your Keela account?Do you wan...
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Best Practices with Keela: Bulk Receipting Tool
Let’s face it - tax receipting is a time-suck. For many nonprofits, this isn’t apparent until it’s too late. You just wrapped up a successful year-end appeal (woot!), and now you’re buried in piles...
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Cumulative Receipts via a Keela Form
If you've taken advantage of a Keela Donation Form, you might find yourself with a bunch of donors or payees who signed up for scheduled recurring transactions via your form at the end of the year....
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Exporting Membership Lists from Keela
Looking to export a CSV list of Contacts which have subscribed to a certain (or multiple) Membership Plan(s)? Please follow our process below and you will be able to gather your member lists in no ...
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Formatting Your Membership Data Spreadsheets
We spent a bit of time in our Introduction to the Import Data Process training videos chatting about how the Import Process works as well as some general advice on how to perform Data Prep. In this...
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Understanding your Active Workflow
Once you've activated your Workflow, you'll be able to gain some useful insights to help you understand what's happening in it. The Overview Tab On the overview tab, you'll be able to make overar...
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Optimizing Quickbooks Online for the Integration
Whether you are considering the integration or already have the integration setup, this video will walk you through how to set up Quickbooks Online and Keela to optimize your data sync. This video ...