Who can access this feature?
Account owners
Why track keywords in Jump?
There are many reasons why your firm might want to track how often certain keywords get mentioned in a meeting, but here's a stylized example.
Imagine that two of your firm's goals this year are to make sure:
Clients who are interested in crypto are sufficiently aware of the risks, and
Clients are aware of the benefits of investing in their 401ks.
With Jump's keyword tracking, you can go to the analytics page for any meeting, and see when either of those were referenced, as in the following screenshot:
How to track keywords in Jump
Keyword tracking happens at the account level, meaning that keywords are tracked account-wide, and you will only be able to set these keywords if you are an account owner.
You can know if you're an account owner by going to the top right of your screen, clicking on your name, and seeing whether you have access to Account settings. If you do, you're an account owner.
To set keywords for your account, go to Account settings > Analytics & interactivity.
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In the Metrics to track section, ensure the check next to Keywords is selected.
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In the textbox underneath, enter the keywords you want Jump to track in your meetings. Click the green Save button.
For meetings you process going forward, you'll be able to see keyword data in the Analytics tab for a given meeting:
If you'd like older meetings to also have these analytics, you can go meeting by meeting and reprocess those. Learn how to do that here.
Need help with keyword tracking? Reach out to [email protected] for assistance.
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