Release Notes

December 22, 2020

Integrations

•  Donor Search – This Integration gives USA based Keela customers access to the DonorSearch prospect research tool, and a wealth of databases to provide more information about your contacts. Learn more here.
• Xero – Sync your Keela Revenue and Donation transactions with your Xero accounting software! Learn more about Keela and Xero.

Contact Insights

• Demographics Data – Understand your contacts Capacity to Give based on median demographic information sourced from their Postal Codes.

Email

• Subscription Status – Tracking is now done at the Contact level, not the email address, making this status reportable, exportable, and compliant with GDPR & CASSEL.

Fundraising

• Smart Dashboard Widgets -These widgets offer an up front view of contacts we think might need some attention including:  

       –     Potential Donors for this month

      –     Donors and Volunteers of 2020.

December 1, 2020

Receipts and Email Org. Settings

• Logo & Header – The logo & header display is now centralized in one place on the main page of Receipts and Emails. By default, we have selected the header information from your Receipt Email for the Logo & Header to display across all receipts and receipt emails.
• Printable Donation & Revenue letters – Generate a printable letter when you manually generate a receipt for your Contacts. You can edit the content of your printable Donation & Revenue letters in Receipt Settings.
• Bilingual Receipts – Quebecois compliance mandates that you toggle on the option to send bilingual receipts. Find it in the Receipts and Emails tab under Org Settings. Learn more here.

Integrations

• Ability to disconnect QuickBooks -The ability to disconnect QBO from your organization settings is all your own.

Forms

• QR code added to forms –  Each form now comes with a unique QR code that is scannable both online and off. 
• Form Header Improvements – Form headers have more flexibility to accommodate a wider variety of image sizes!

Fundraising

• New Transaction Status – In preparation for Bulk Receipting, we’ve created a new transaction status field to help keep track of all your receipts.
• Revenue Goals and Tracking – Three new wonderful widgets in your Fundraising Summary can help you SET Revenue goals, TRACK Revenue transactions, and COMPARE transaction types!

New Filters (and type)

• Engagement Stage (Contact)
• Membership Revenue Type (Memberships)
• Donation Keyword (Transactions)
• Soft Credit (Transact`ions)
• Impact Area (Transactions)
• Source (Transactions)
• ‘Is not between’ (Transactions) 

Reporting

• Engagement Stage Added to Reports – Customize reports to see a breakdown of your contacts by their Engagement Stage! 

Segments

• Create a Segment from Contact Report – Easily create a segment from a prior contact report. Segments can be used for e-blasts and more.

Contacts

• Contact Type- Administration officials can now switch contact type between Individual or Company.

Memberships

• Memberships are now their own Revenue Category.
• $0 Memberships – You can now set memberships of all types to a fee of $0

October 22, 2020

Keela is Tablet Friendly!

• Hooray!

Integrations

• New Integration – Google Calendar! Track time-bound tasks and deadlines in your own Google Calendar by connecting from Keela.
• Mailchimp Enhancement – Updated notifications when a new tag is added to the mailchimp sync.

Filters

• Column Type Updates – Contact Type and Company Type are two distinct column options.
• Intelligence Updates – Contacts insights can be added as sortable columns in your contact table.

E-Blasts

• Emails that could not be sent due to unrecognizable email addresses or with missing headers are now safeguarded in a new location in BCC/FWD settings.
• All automated receipt emails will now be sent from the email in your Outbound Email Settings in your Organization Settings. If you have SendGrid setup, these emails can now be sent from your own domain.
• Export your beautiful E-Blasts to a PDF!

Receipts

• Enhancement to adjust logo size for receipt headers under Receipt Details.
• New Smart Codes for Receipts and Emails

Transactions

• Soft Credits have now been added to both contacts transactions tabs – the donor and for whom you owe credit.

Forms

• Liven up your forms by selecting your own font colour for Form Fields and Questions under Form Information in the Designer tab.

August 27, 2020

Notifications and Support

• Keela news and release information can be shared right in-app.
• Keela Knowledge Base articles are searchable in-app.

Filters

New filters for sorting in Segments and Reports including:

• Primary Email and Phone Number
• Membership
• Dedication
• Segments. Learn more here

New Chart Type! – Donor Score

• Donor Score is now a chart type in Reporting, enabling visualization of Donor Score distribution across your contact lists. 

Forms

• Adjust your social media preview. Learn more here.
• Required fields now have a red asterisk as indication.
• Choose your own form URLs here.
• Membership forms enhancements now display plan amount and interval type.

Organization Settings

• Payment Processor Updates – increased flexibility with processing fee management.
• Disconnect integrations. You can now do this yourself, the exception being SendGrid. Reach out to support@keela.com for further help in this matter.

Fundraising

• Transaction Deletions –  When a contact is deleted, any associated fundraising transactions and pledges for that contact will also be removed

Contacts

• Custom fields are now included in column views, and you can sort Donor Score columns.
• When merging two or more contacts with the Merge Duplicates tool, select fields that have multiples (tags, secondary address, secondary emails, etc) will be consolidated to the primary contact.
• No limit to the number of options that show in any drop-down lists for Tags, Keywords and Membership Plans.
• When deleting a to-do, you can choose if you’d like to delete an associated interaction.

E-blasts

• If a contact unsubscribes to an E-Blast, you can now customize the unsubscribed message that they receive.

Imports

• Faster and easier importing! If you import a spreadsheet with our default field names, as outlined in Contact Data Prep, the system will now automatch your column titles to the Keela fields.

Exports

• All your unique contact data stored in Custom Fields is now included in Contact Exports.
• Export all active and expired memberships subscriptions data to a csv.

Memberships

• Membership Plans with no subscriptions (Active or Expired), can now be deleted.

July 10, 2020

Contact Insights

• New Time of Year Insight! Keela Intelligence indicates the top 3 months that individual contacts are most likely to make a donation! And yes, you can also filter by this insight. Learn more here.

New Tool! – Duplicate Manager 

• The “de-duplicator” can identify and merge or remove duplicate contacts in Keela by scanning for matches based on Origin ID, Full Name, and /or Email. Learn more here.

Filters

• Enhanced contact filter types include manual communication type, date, frequency, and subject title.
• Enhanced fundraising filters include distinction between revenue and donations.

Contacts

• Bulk tagging and updates enhancements.

Receipts

• Increased customizability for donation receipts including custom organization logo, background imaging, and automatic mailing address additions for easy printing and mailing. Learn how to edit your receipt settings here.

E-blasts

• Nine (9) brand new templates for you to customize as you see fit. Click here for a refresher.
• Enhancement enabling you to copy existing e-blasts for repurposing.

June 29, 2020

Import Tool

• Now you can choose which specific pieces of information you would like to use to compare your spreadsheets with existing Contact records in Keela.                            
  Learn how to do it here.
• Keela’s system will “Let you choose which fields to replace” when an existing Contact is located in your Keela account that matches your spreadsheet. Learn how to do it here.

May 4, 2020

Contacts and Interactions

• Track all emails sent from outside Keela, within Keela! Learn more about it here.
• You can now log a joint interaction with multiple contacts. Learn how to do it here.

Organization Settings

• Connected to SendGrid and need to change your outgoing email address? No worries, we’ve got you covered! You can now update your personal and organization-wide outgoing email address in Keela. Simply head over to your email settings in Organization and Personal Settings!

Forms

• New contact fields to forms, so you can collect everything you need from your contacts.
• Contacts can now subscribe to $0 memberships through Keela forms.

Receipts

• Now you have the option of including the whole ‘thank you’ email and the donation receipt as a singular pdf attachment, just in case your donor wants to frame their achievement, or you need a copy to download and send by traditional mail. Learn more about receipts here.

E-blasts

• We’ve made it easier to manage your E-Blast Statistics! You can now preview the contacts in the delivered and rejected lists and add them to a tag straight from the sent E-Blast. You can also easily mark any rejected emails as ‘opted out’, giving you a healthier subscriber list. Learn more here.

Campaign Insights

• Suggested contacts who are ‘deemed worthy’ by Keela Intelligence for a particular campaign will be added to a new ‘Campaign Insight’ widget on your Campaign Overview. Those same suggested contacts will also have a badge on their contact profile indicating they may be a good fit for your campaign.

April 8, 2020

New

• Log important details on your contacts right away by customizing contact highlights. You can choose up to 10 fields to display and arrange them any way you’d like.
• You can now filter contacts on any custom field. Awesome reports and segments, here we come! 
• Now you can combine Revenues and Donations in one report. When you create a report, just select ‘All Transactions’.
• You can now export your data from Keela! Exportable resources include Contact Profiles, Fundraising Transactions, and Receipts. Look for the fluffy cloud button at the top of the page and you’re good to go!

March 27, 2020

New

• If your team member can’t find the invitation to join you in Keela, you can now resend the invite. No more team members missing out on the fun!
• Improved searchability for when you are trying to find a contact.
• Brighten up your emails and forms with the ability to customize the color of the text. 
• The processing fee amount will now appear on public donation forms giving more insight to your donors (this option must be toggled on under Form Setup tab).
• Tag away! When adding tags to a contact, you can now choose from a list in a dropdown.
• Clean up that import workspace! You can now delete and DRAFT imports.
• New filters to help vamp up your fundraising efforts – Donor Score, Donor Readiness, Major Donor, and Smart Ask.
• This is our favorite! In both Revenue and Donation Forms, you’ll be able to choose the transaction frequency. You can now choose One time, Recurring or Both in the Setup tab.
• Org name doesn’t quite fit with the image in your form header? No worries! You can now remove that!
• You’ll no longer be required to have set donation/revenue amounts on a Keela form.
• The help and contact links have now been moved from the left side-bar to the top right under the ? icon.

March 20, 2020

New

• When two becomes one! Keela has launched it’s much awaited merge tool. 
• When a user either imports data incorrectly, manually creates a new contact record for a contact that already exists, or even a contact fills out a form with a different email address, the result can be multiple records for a single contact or company contact.
• With this feature, now a user should be able to identify two or more duplicates and merge them into one. A user can identify duplicates and merge them manually, choosing which fields in the contact profile to keep.
• This will keep your records clean and your frustration levels low.

March 03, 2020

New

• Volunteer Managers rejoice! You can now import your volunteer records into Keela.
• When you log a pledge, the default columns now read ‘ Status, Total Amount, Start Date, Deadline, and Pledge Type.’
• In contacts, you can now create and save custom segments rather than having to filter through your contacts list. 
• Organizations can now connect their QuickBooks account to Keela! 
• Gearing up to send out an Eblast? You can now change your template during the editing process. This way, if you change your mind on the design, you won’t have to start from scratch.
• If you’re managing campaigns, you can now change a campaign’s status from ‘Completed’ to ‘Ongoing’ from the list view.
• You can customize your contacts even more in Keela. We’ve added functionality to allow users to choose which contact profile fields show in the contact highlights bar.
• You can also display a contact’s First Name, Middle Name, Last Name, in the contacts view, as well as sort by these fields for added convenience.