Stefania

  • Total activity 290
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 1
  • Subscriptions 147

Articles

Recent activity by Stefania Recent activity Votes
  • 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...

  • Creating a Pipeline

    Now that you've purchased Pipelines, I'm sure you are very eager to start creating some Pipelines.  In order to create a Pipeline, you'll have to go to Pipelines on the left hand side: Once you ar...

  • How to Purchase Pipelines?

    It is very easy to go ahead and purchase Pipelines.  You can go to your Organization Settings > Premium. On the Premium tab, you'll be able to see all of the Premium Add-Ons that Keela offers.  The...

  • Release Notes - Texting - Billing and Verification (US and CAN only)

    As promised, we are bringing you the second part of our release for Keela Texting!  Keela partners with Twilio to help you get your toll-free number verified so you can start using Keela Texting.  ...

  • Release Notes - December 2023 Release

    We are so excited to release some minor but mighty things to Keela!  Here's what you can expect in Keela: Ability to Filter by Postal Code/Zip Code We've now added the ability to filter by Postal C...