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," as in the following screenshot:
If you do, you're an account owner.
To set keywords for your account:
Go here (Account settings -> Preferences)
Type in a keyword you'd like to track in the box next to "Keywords"
Click the bold add keyword option that appears
And repeat for new keywords
Then click save
The end result will look something like this:
For meetings you process going forward, you'll be able to see keyword analytics 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.