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Text Marketing User Guide Keywords Report

Keywords & Auto Replies Report

Keywords & Auto Replies Report: See What Your Congregation Is Actually Texting

When someone texts PRAY to your church number, or GIVE, or CONNECT, that’s more than a keyword—it’s a moment of engagement. Maybe they’re asking for prayer for the first time. Maybe they’re ready to give. Maybe they want to join a small group. Your church set up a dozen keywords last year. But which ones are people actually texting in? And which ones have been sitting unused, quietly taking up space?

Why Keyword Analytics Matter for Your Text Ministry

Without visibility into keyword performance, you’re flying blind. You might assume GIVE is your top performer when it’s actually PRAY. You might keep promoting a keyword that no one uses while another one quietly drives most of your chatbot conversations. Worse, you might have active keywords with zero hits—clutter that makes it harder to focus on what’s working.

OnlineGiving.org’s Keywords & Auto Replies Report gives you the full picture. You see total hits (all-time) and period hits (filtered by your date range) for every keyword. You see which keywords are connected to chatbots for automated engagement and which are still using simple auto-replies. You see list associations, active versus inactive status, and a period-over-period comparison so you know if engagement is trending up or down.

From Data to Action

The report surfaces unused keywords—active keywords with zero hits—so you can decide whether to promote them, simplify them, or retire them. It highlights your top performers with share-of-voice bars and trend percentages. An AI-powered analysis panel distills the numbers into plain-language insights and recommendations. And you can export everything to CSV for spreadsheets, print for staff meetings, or schedule automated email delivery so key leaders get the report without logging in.

In this article, we’ll overview the OnlineGiving.org Keywords & Auto Replies Report feature.

Keywords & Auto Replies Report User Guide:


The Keywords & Auto Replies Report at /admin/textmessagingreports/keywords is a dedicated analytics page for your text ministry keywords. It shows which keywords people are texting in, how often, which are connected to chatbots, and which need attention. The report includes summary cards, a period comparison, a top performers table, an engagement funnel, chatbot coverage metrics, and an AI-powered keyword performance analysis. Access requires the Text Marketing Admin or Donor Admin role and an active Text Marketing plan.

Key Takeaways

  • Keyword Table: Paginated, sortable list of all keywords with keyword text, text codes, total hits, period hits, chatbot connection, list count, and active/inactive status.
  • Summary Cards: Total keywords, active keywords, period engagement, chatbot-connected count, and unused keyword count at a glance.
  • Filters: Date range (custom picker + quick ranges), Status (All, Active, Inactive), Chatbot (All, With Chatbot, Without Chatbot).
  • Sorting & Pagination: Sort by Total Hits, Keyword, Period, or Lists. Ascending or descending. 25 keywords per page.
  • AI Analysis: AI-powered keyword performance analysis with actionable insights and recommendations.
  • CSV Export & Email: Export columns include Keyword, Text Codes, Total Hits, Period Hits, Chatbot, List, Status. Schedule automated report delivery.

Table of Contents

  1. Overview
  2. Summary Cards
  3. Keyword Table
  4. Filtering
  5. Sorting
  6. Chatbot Connections
  7. CSV Export
  8. AI Analysis Panel
  9. Email Scheduling
  10. Date Ranges in Detail
  11. Frequently Asked Questions

Overview

Accessing the Report

To open the Keywords & Auto Replies Report:

  1. Log in to the control panel.
  2. Click “Text Marketing” in the left navigation menu.
  3. Click “Reports” (or navigate directly to /admin/textmessagingreports).
  4. Click “View Report” on the Keywords & Auto Replies card, or go directly to /admin/textmessagingreports/keywords.

The report displays a filter bar at the top, summary cards, a period comparison section, keyword health snapshot cards, the AI analysis panel, a top performers table (when you have keyword hits), and the full keyword table with pagination.

Roles and Permissions

Users with Text Marketing Admin or Donor Admin role can access the report. The Text Marketing plan must be active for your domain. If you don’t see the report, check your role and plan status with your administrator.

Summary Cards

At-a-Glance Metrics

Four summary cards appear at the top of the report:

  • Total Keywords: The total number of keywords in your text ministry, with a breakdown of active vs. inactive.
  • Period Engagement: Total keyword hits (chatbot conversations) in the selected date range, with a percent change vs. the prior period when available.
  • Chatbot Connected: Number of keywords linked to a chatbot, with coverage percentage (chatbot-linked keywords as a share of all keywords).
  • Unused Keywords: Active keywords with zero hits. These may need promotion, simplification, or retirement.

Period Comparison

A period comparison section shows the current period (your selected date range) and the prior period of equal length. For example, if you select Last Month, the prior period is the month before that. This gives you trend context: is engagement up or down? The report displays the percent change between periods when prior-period data is available.

Keyword Table

Column Descriptions

The main keyword table lists every keyword that matches your filters. Each row includes:

  • Keyword: The keyword text. Click to edit the keyword in the Auto Responders section.
  • Total Hits: All-time hit count for this keyword (lifetime conversations triggered).
  • Period: Hits in the selected date range. For chatbot-connected keywords, this links to the Conversations report filtered by that keyword.
  • Lists: Number of subscriber lists this keyword is associated with.
  • Text Codes: Shortcodes or alternate codes people can text (e.g., GIVE, GIVING).
  • Chatbot: Whether the keyword is connected to a chatbot. Shows the chatbot name when linked, or “—” when not.
  • Status: Active or Inactive. Active keywords are enabled and ready to receive texts.

Top Performing Keywords

When you have keyword hits, a Top Performing Keywords table appears above the full table. It shows the top 5 keywords by all-time hits, with share-of-voice bars (each keyword’s share of the top 5 total), period hits, and trend percentage vs. the prior period. Keywords with chatbot connections show trend data; others show “—” for trend.

Filtering

Date Ranges

Use the date range picker to select a custom start and end date, or click a quick link: Last Week (previous Mon–Sun), Last Month (previous calendar month), Last 90 Days (rolling 90 days from today), Last Year (previous calendar year), or Year to Date (Jan 1 through today). Click “Run Report” to apply your selection.

Status Filter

Filter by All Statuses, Active, or Inactive. Active keywords are enabled; inactive ones are turned off. Use this to focus on keywords that are currently live or to review inactive keywords you might retire.

Chatbot Filter

Filter by All Keywords, With Chatbot, or Without Chatbot. “With Chatbot” shows only keywords connected to an AI chatbot for automated conversations. “Without Chatbot” shows keywords using simple auto-replies or no auto-reply.

Sorting

Click any column header in the keyword table to sort. Supported columns: Keyword (alphabetical), Total Hits (default, descending), Period (period hits), and Lists (list count). Click again to toggle ascending/descending. The default sort is Total Hits, descending, so your highest-performing keywords appear first.

Chatbot Connections

Keyword Engagement Funnel

The report includes a Keyword Engagement Pipeline funnel showing how keywords flow from creation to active engagement: All Keywords → Active → Chatbot Linked → Active This Period. Activation Rate (active keywords as a share of total) and Bot Coverage (chatbot-linked keywords as a share of total) are displayed below the funnel.

Chatbot Coverage & Auto-Reply Health

A separate section shows Chatbot Coverage & Auto-Reply Health: a breakdown of keywords With Chatbot vs. Without Chatbot, auto-reply completion rate (completed vs. in-progress conversations), and average hits per keyword. Use this to see how well your chatbot-linked keywords are performing and whether you should connect more keywords to chatbots.

CSV Export

Click “Export CSV” in the page header to download the report data. The export respects the current filters and date range. Columns included: Keyword, Text Codes, Total Hits, Period Hits, Chatbot, List, and Status. Use the CSV for spreadsheets, external analysis, or archiving.

AI Analysis Panel

The Keyword Performance Analysis panel uses AI to analyze your keyword data and produce a narrative briefing. It highlights top performers, unused keywords, chatbot coverage, period-over-period trends, and actionable recommendations. You can expand or collapse the full analysis. A Save Briefing PDF option lets you download the AI analysis as a standalone PDF for sharing. The analysis is cached per domain and date range for performance.

Email Scheduling

Click the “Email” button (envelope icon) in the page header to open the Email Notification Settings modal. Configure automated delivery of the report on a recurring schedule (e.g., weekly, monthly). Select recipients from your admin email list or text marketing admins. Reports are sent at the configured frequency with the selected period. This keeps key staff informed without requiring them to log in.

Date Ranges in Detail

All date range presets use your organization’s default timezone:

  • Last Week: Previous Monday through Sunday (ISO week).
  • Last Month: First day through last day of the previous calendar month.
  • Last 90 Days: Rolling 90 days ending today.
  • Last Year: January 1 through December 31 of the previous calendar year.
  • Year to Date: January 1 of the current year through today.

For a custom range, use the date picker to select any start and end date.

Frequently Asked Questions

Who can access the Keywords & Auto Replies Report?

Users with Text Marketing Admin or Donor Admin role can access the report. The Text Marketing plan must be active for your domain. If you don’t see it, check your role and plan status.

What is the difference between Total Hits and Period Hits?

Total Hits is the all-time count of conversations (or engagements) triggered by that keyword. Period Hits is the count within your selected date range. For chatbot-connected keywords, both reflect chatbot conversations. Use Total Hits to see overall performance; use Period Hits to see recent engagement.

Why do some keywords show “—” for Period or Trend?

Period hits and trend percentages are calculated from chatbot conversations. Keywords without a chatbot connection don’t generate conversation records, so they show “—” for period hits and trend. Connect keywords to chatbots to get period and trend data.

What are “Unused Keywords” and should I remove them?

Unused keywords are active keywords with zero hits. They might be new and not yet promoted, or they might be redundant or confusing. Review them periodically: promote underused keywords in bulletins and on screens, simplify wording if needed, or deactivate keywords that no longer serve your ministry.

Can I schedule the report to be emailed automatically?

Yes. Click the “Email” button (envelope icon) in the page header to open the Email Notification Settings modal. Configure the frequency (e.g., weekly, monthly), select recipients, and save. Reports will be sent automatically at the configured schedule.

How does the AI analysis work?

The AI panel analyzes your keyword data (hit counts, trends, chatbot connections, unused keywords) and produces a narrative briefing. It highlights key wins, watch items, and actionable recommendations. The analysis is cached per domain and date range. You can expand or collapse the full text and save it as a Briefing PDF.

 

Need help setting up or interpreting the Keywords & Auto Replies Report? Contact us at support@onlinegiving.org or (615) 206-4000. OnlineGiving.org provides courtesy setup assistance for our customers.

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