ement 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. Chatbo

or Remove Keywords You can customize the decision keyword list directly from the report. In the filter bar, you’ll see an editable chip bar showing your current decision keywords. To add a keyword, type the new term in the input field and press Enter. To remove a keyword, click the X on its chip. Ch

ns, and actionable insights. You can expand or collapse the full analysis. The briefing is cached per domain and date range for performance. Keywords & Auto Replies The Keywords & Auto Replies report (at /admin/textmessagingreports/keywords) shows which keywords people are texting in and how often.

agingreports/attendance). Plan and Role Requirements Access to the Attendance Check-In Report requires the Text Marketing plan and a courtesy number. Users must have the role Text Marketing Admin or Donor Admin. If you do not see the report, verify your plan and role with your domain administrator.

tering AI Conversation Insights CSV Export and Email Scheduling CSV Export Email Scheduling Frequently Asked Questions Report Overview How to Access the Report To open the Conversations Report: Log in to the control panel. Click “Text Marketing” in the left navigation menu. Click “Reports”. Click “C

lowing the church to automate responses and actions based on text message keywords. Keywords trigger custom responses and can populate phone number lists or interact with external systems, like ChMS. Easy management in the control panel allows you to search, create, edit, and delete autoresponders.

re trends up over time, your text ministry is resonating. If it drops, consider reviewing your messaging frequency, content, or keyword setup. Activity Heatmap The Activity Heatmap is a visual grid showing which days of the week and times of day your congregation is most active with text messaging.

Feature Updates for August/September 2017 - Week 35 of 52 Help Message Added to Text Marketing Keywords (Auto Responders) An update is now live that adds the ability to set a help message for text marketing keywords (Auto Responders). The help message is displayed to the user/donor on the text messa

eport supports filtering by date range, list type, and health status, with CSV export, PDF/print, and scheduled email delivery. Key Takeaways List Table: Paginated table of all lists showing list name, type, active subscribers, new this period, opt-outs, invalid numbers, growth %, and health badge.

ry rates for estimation. AI Stewardship Advisor: AI analysis with cost-saving recommendations—optimize message length, reduce segments, consider SMS over MMS, consolidate lists, and schedule timing. CSV Export & Email Scheduling: Export campaign data as CSV and schedule automated report delivery. Ta

need. Each link opens a dedicated article with step-by-step instructions, screenshots, and FAQs. Getting Started Auto Responders — Create keyword-based auto-reply messages. When someone texts a keyword like GIVE or PRAYER, your church number responds automatically with the message you configure. Pho