Getting Started

• Getting Started

  Welcome to Keela 101! This is your one-stop shop for everything you need to know to get started with Keela.

• Your Account

  Peek behind-the-scenes at your Keela account. Update your billing, change your email or password, or add team members!

• Migrating to Keela

  Migrating data doesn’t have to be scary. Looking for information on moving your data? This is the place for you!

• Your Workspace

  Get to know your Keela workspace! Stay organized, track messages, and keep up-to-date.

Using Keela

• Dashboard

  View a snapshot of your immediate responsibilities and learn more about your widgets here!

• Analytics

  It’s time to put your data to use! Use our Analytics tool to dive deep into the data you’ve accumulated on Keela.

• Contacts

  Learn the ins and outs of your CRM - from the data you can capture, to how that data can be organized and utilized.

• Campaigns

  Monthly newsletters, ‘Giving Tuesday’ campaigns, fundraisers -- tackle all of these and more with our Campaigns tool.

• Donations

  Capture donations made through your website, log donations received offline, and send out fully-compliant tax receipts.

• Revenues

  Capture grants, sponsorships, purchases and other sources of revenue for your organization.

• Forms

  Create custom forms and surveys to better understand your donors, members, volunteers, and more.

• Memberships

  Create and manage your organization's membership plans and public membership page.

• Projects

  Seamlessly manage your fundraisers, meetings, and day-to-day operations and collaborate with your team all in one place!

Using Keela with Friends

• Eventbrite

  Connect Keela with Eventbrite to import contacts and capture ticket orders in your CRM.

• Google Suite

  Connect Keela with Google to track emails directly from Gmail and sync project deadlines and followups to your Calendar.

• MailChimp

  Connect Keela with MailChimp to import contacts into your CRM and manage your campaigns and subscribers.

• QuickBooks Online

  Connect Keela with QuickBooks Online to sync transactions and save time on accounting.

• SendGrid

  Set up your custom domain through SendGrid and decide how you want to send emails and e-blasts.