Keela Customer Care Team

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Recent activity by Keela Customer Care Team Recent activity Votes
  • Release Notes - P2P Fundraiser

    We are so excited to announce that we've released the ability to link offline transactions to a P2P fundraiser.  How do I link a transaction to a P2P fundraiser? When you are adding the association...

  • Release Notes - Company Field Enhancement

    We are very excited to release this enhancement that targets the logic behind companies donating on forms, as well as capturing individual details of personnel at that company on the Keela form.  T...

  • Anti-Spam Regulations effective February 2024

    As of February 1st 2024, Yahoo! Mail and Gmail are introducing a new set of requirements that senders must meet in order for their bulk email to be delivered as expected to their subscribers. Email...

  • Release Notes - Exporting Interactions

    We are so happy to announce that we've released the ability to export interactions from Keela. Exporting Interactions In order to export interactions, you can go to your Contacts > Interactions and...

  • Release Notes - Zapier Integration Enhancements

    We are very excited to announce that we've released two big enhancements to our Zapier Integration.  Field Logic We've now added the ability to add field logic replacement when creating individual ...

  • What are Receipts?

    One of our favorite things about the Keela system is our Receipts! You can create Receipts for Donations, Revenue Payments (non-donations financial gifts) and Memberships. You can customize these w...

  • Pipelines Examples

    We know that Pipelines can be used for several different reasons but we wanted to provide some examples that can be useful when you are brainstorming how you can use our Pipelines Tool.  Example: M...

  • Release Notes - Pipelines

    Pipelines - the why!  We are so excited to announce that we've released Pipelines to Keela. Pipelines will give you the ability to track your stakeholders' movements. It gives you access to powerfu...

  • 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...

  • Pipeline Overview and Stages

    Now that you've created your Pipeline, let's get on the Overview and Stages tab of your Pipeline so you can get this started!  Overview Tab The overview tab of Pipelines will give you an overview o...