Get Set for Success with Keela’s Onboarding Programs

This streamlined journey prioritizes your goals and needs so you can choose how, and how quickly, you onboard to Keela. Set your own pace or take the fast track to get going in as little as two weeks!
ONBOARDING ROADMAPFAST TRACK MY SETUP

Getting Started with Onboarding

1. Build Your Foundation (1-7 Days)

Set up your organization’s details, personalize your automatic tax receipts and thank you letters, and customize your account through integrations with Eventbrite, MailChimp, and more.

Do It Yourself

With Professional Services

2. Forms Setup (3 Hours)

Start collecting donations right away by building your organization’s donation form, embedding it on your site, and syncing your favorite payment processors.

2. Forms Setup (1 Hour)

Our professional services team will consult on your needs to create and publish beautiful and effective forms. Plus, we’ll integrate your payment processor for you!

3. Data Migration (24 – 48 Hours)*

With provided templates, best practice guides, as well as in-app duplicate detection and Import Validation, you can be sure your data is clean and migrated over properly.

*Depending on the state of your data.

3. Data Migration (12 – 48 Hours)*

Don’t be confused by data formatting requirements. Let the experts handle the clean-up, and import for your new Keela account. You breathe easy. We got this.

*Depending on the state of your data.

Do It Yourself

With Professional Services

2. Forms Setup (3 Hours)

Start collecting donations right away by building your organization’s donation form, embedding it on your site, and syncing your favorite payment processors.

2. Forms Setup (1 Hour)

Our professional services team will consult on your needs to create and publish beautiful and effective forms. Plus, we’ll integrate your payment processor for you!

3. Data Migration (24 – 48 Hours)*

With provided templates, best practice guides, as well as in-app duplicate detection and Import Validation, you can be sure your data is clean and migrated over properly.

*Depending on the state of your data.

3. Data Migration (12 – 48 Hours)*

Don’t be confused by data formatting requirements. Let the experts handle the, clean-up, and import for your new Keela account. You breathe easy. We got this.

*Depending on the state of your data.

Your preferred onboarding experience may be a mix of DIY with Professional Services, and that’s just fine with us.

Onboarding Roadmap

“Thanks for looking after us so well.”

We had excellent direction from the Keela team members who walked us through the process. They have gone above and beyond their duties to help.

Cheri Burke-Gaffney, Chief Operations Officer
Canadian Women for Women in Afghanistan

Jumpstart My Onboarding with Professional Services

FAST TRACK MY SET-UP