Jordan Grieve
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Articles
Recent activity by Jordan Grieve-
Introducing Automation 2.0
We’re excited to introduce Automation 2.0: a guided, AI-assisted workflow experience in Keela that helps nonprofits create, review, activate, and monitor donor engagement workflows with more confid...
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Keela Automation 2.0
What is Automation 2.0?Automation 2.0 is a guided, AI-assisted workflow-building experience in Keela that helps your team create, review, activate, and monitor donor engagement workflows with more ...
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Help with logging into Keela
Keela has an updated sign-in experience. You may notice new login, password reset, email verification, or multi-factor authentication screens. These changes affect how you log in, but they do not c...
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New Donation Summary Template
We’ve rolled out a refreshed Individual Donation Summary template to make it easier to review and share a contact’s donation activity, now with cleaner formatting and organization branding.What’s n...
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Creating & Managing Automation 2.0 Workflows
Automation 2.0 helps you create, review, activate, and manage donor engagement workflows in Keela. You can start from a prebuilt template, pick up a suggested workflow where you already work, build...
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Using Email Marketing emails in Automation 2.0
Automation 2.0 sends emails that are created and managed in Keela Email Marketing. When you add a Send Email action to a workflow, you can select either:An email that has already been sentA draft e...
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Understanding Mission Assistant in Automation 2.0
Mission Assistant helps you create, review, and manage Automation 2.0 workflows in Keela. Instead of needing to know every workflow rule or setting before you begin, you can describe what you want ...
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Migrating legacy Automation workflows to Automation 2.0
You can move eligible legacy Automation workflows to Automation 2.0 with a one-click migration. Migration creates a new draft in Automation 2.0 and carries over the supported workflow setup so you ...
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Triggers, Actions & Other Steps on Automation 2.0
This article lists the triggers and actions available in Automation 2.0, what each one does, and the options you can configure.Types of TriggersEvent triggers start when something happens in Keela,...
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Automation 2.0 Settings
Workflow settings help you control who enters your workflow, how often they can enter, and which contacts can receive its emails. Review them before activation so the workflow matches the experienc...