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!

Computer playing an onboarding video

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.

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

Do It Yourself

2. Forms Setup (1-7 Days)

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

3. Data Migration (3-8 Weeks)

When data is worth its weight in gold, you want to be sure it’s migrated over properly. With provided templates, best practice guides, as well as in-app duplicate detection and Import Validation, your data will be clean as a whistle.

With Professional Services

2. Forms Setup (1 Day)

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 (2-4 Weeks)

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.  

Onboarding Roadmap

Roadmap showing the 3 onboarding steps

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
Canadian Women for Women in Afghanistan

Jumpstart My Onboarding with Professional Services