Glad you asked! Keela is a digital workspace that transforms the way your organization works - the people, and all those small, yet time-consuming tasks - so you can focus on the bigger picture; your mission.
The People of your Keela Account
A Keela account is comprised of the members of your team. Who makes up your team?
- Your immediate team
- Board members
Here’s how it works: An Admin creates a Keela account, and recruits other members to help manage and organize the team and workspace. Together, they invite and onboard other members.
Want to dive a little deeper into adding new members? Check out permissions on Keela.
The Components of your Keela Account
To understand how Keela works, it helps to know how all the different pieces fit together. Here’s are the main component’s we’ll break down for you, piece-by-piece:
The Dashboard provides a high-level overview of your non-profit's immediate responsibilities. This information that your team views here is likely to change on a day-to-day basis, providing you with an up-to-date snapshot of your organization’s current standing.
From here, you can quickly view the status of your most recent E-blast, your non-profit’s progress towards its fundraising goals, as well as upcoming tasks and follow-ups. For a more detailed look at the information, simply flip-over any widget.
The Contacts tool can be described as the core of Keela - the reasoning behind this is simple; any updates made within the Contacts tool are automatically made across the entire platform.
There are three main components within the Contacts tool;
- A list of your contacts in its entirety
Contacts includes any and all contacts within your database, regardless of the relationship with your organization. This is your master list.
Tags offers an easy way to manage the contacts within your database. There is no limit to the number of Tags you can create for your contact database, and an individual contact can to belong to as many Tags as you see fit. Need to quickly access a specific Tag on a frequent basis? Simply pin it to the left sidebar.
Households is a way to manage the relationships between contacts. It’s highly possible that within your contact database, there may be members that belong to the same family, workplace, and so forth. Use the Households feature to identify those complex relationships within your database, and truly get to know your contacts. Develop more meaningful, deeper relationships with your contacts, and use the increased information to make richer asks.
Campaigns offer the ability to seamlessly manage your external communication with your contacts - ranging anywhere from large fundraising campaigns, to focused call-to-action volunteering campaigns to specific contacts.
A Campaign acts as the overarching initiative, whereas E-blasts are the individual emails related to the campaign.
For example, consider the campaign ‘Monthly Newsletters’. Each monthly reach-out would be considered an e-blast.
Gone are the days of endless email threads to communicate updates regarding your ongoing projects. Using the Projects tool is especially useful in fostering collaboration across the different departments of your team.
Seamlessly monitor upcoming tasks and who’s working on them, create meaningful discussions and share files all in the same place.
Say goodbye to repetitive spreadsheet inputs. Using Keela's Donations tool, bring true automation to your data capturing and tax receipt generation.
Whether you’re using Keela’s donation form, or public donation page for capturing incoming gifts - capture all donor information at the point of donation.
Working hand-in-hand with your Contacts tool, the Analytics tool allows you to segment your contacts to gain deeper insights into your data.
This tool allows you to create what are called Smart Lists -- smaller segments of your contact database, based on the contact’s similarities. What makes these lists Smart is the fact that they will constantly adapt to your growing data.
Choose from one of the several preset filters or create your own from scratch -- regardless of the option you choose to create your Smart List, create it once and let Keela automatically keep it up to date.