Keyword Management
Getting Started
To begin, click the Keyword Management tab in the navigation bar, then Keyword List from the drop down. If you do not see a Keyword Management selection in your navigation bar, then contact your organization’s administrative user to request the role labeled:
Screen Summary:
Now that you can see your keywords, you can see which ones are active or inactive, the kind of keyword, and what you can do with those keywords. Something like this:
Step 1: Select a Keyword
To see the statistics and numbers on a given keyword, select stats under the actions column.
To activate, deactivate, or change a keyword’s description, select modify keyword under the action column.
Step 2: Modifying a Keyword
This page shows :
- The Keyword you are currently modifying
- The Label shown online and in the app drop down list
- The Receipt Message for text-2-give donors
- Ex. Thank you, John for your gift of $5 to Northern Oaks Demo.
- If you wish to label the receipt as a ministry or other organization, this is where you would do so.
- Ex. Thank you John for your gift of $5 to Northern Oaks Global.
- The Active check mark. This indicates if a keyword is currently active or not.
- Uncheck the box to Deactivate.
When you have finished, clicking Update Keyword will save your changes. To return to your Keyword List, click the link at the bottom “Return to Keywords List”.
Try it from your phone!