Getting Started

Quick Start for the Keyword Database

Use this guide to get from a new workspace to a useful first keyword workflow. The goal is not to import everything on day one. The goal is to create a clean workspace, add a focused keyword set, understand the main metrics, and export or track a shortlist with confidence.

30 minute outcome

End the first session with one workspace, one keyword list, a focused view, and a shortlist that your team can review or export.

Start small

Add or import a limited keyword set first. Learn how lists, tags, filters, columns, and metrics behave before importing a large file.

Keep spending deliberate

Check Data Health and balance before refreshing large keyword sets, SERPs, competitor data, or recurring tracking.

What you should have after 30 minutes

One organization with the right team members
One workspace for a client, brand, market, or business unit
A small keyword set added manually or imported
One named list for the first campaign or topic area
A saved view with useful filters and columns
A basic understanding of Volume, KD, CPC, Data Health, SERP Dynamics, and Visibility Index
One export or tracking candidate list

Create or choose the workspace that should own the keyword data.

Add a small keyword set manually or import a clean file.

Create a list for the first campaign, topic, market, or review scope.

Use List view to inspect Volume, KD, CPC, Data Health, SERP Dynamics, and Visibility Index.

Apply filters and columns, then save a preset if the setup will be reused.

Export the shortlist or create a tracking list only after the scope is clear.

1. Create the workspace

The workspace is the boundary for keyword inventory, lists, tags, tracking, exports, and team access. Most teams create one workspace per client, brand, market, or business unit.

Use a name that people can recognize later. If two keyword sets should not share lists, tags, team access, or reporting context, they should usually live in separate workspaces.

2. Add or import keywords

Start with a limited keyword set. Use manual add for small batches and import for larger files. Keep one keyword per line or row. Remove notes, full article titles, duplicate phrasing, and unrelated markets before import.

Good first imports are narrow:

One product category
One market or language
One campaign shortlist
One competitor topic area
One existing spreadsheet that needs cleanup

3. Create a first list

Lists make the keyword set operational. Create a list for the first area your team will actually review, such as "CRM DACH quick wins", "Q3 tracking candidates", or "Product pages refresh".

Use a manual list when membership should be controlled by a person. Use a smart list when membership should follow rules such as low KD, commercial intent, or missing fresh data.

4. Read the KPI strip

The top KPI strip gives a quick summary of the current scope:

Keywords: how many rows are in the active scope
Volume: estimated total or average search demand
Average KD: how hard the set may be organically
Average CPC: paid-search value signal
Opportunities: rows that look promising by heuristic
Data Health: whether the data is fresh and complete enough
SERP Dynamics: how much the search results move
Visibility Index: estimated own-domain visibility for the scope

Use these as orientation, not final answers. Open the Metrics guide before using them for client reporting or prioritization.

5. Filter and save a useful view

Apply filters to reduce noise. A useful first view might combine intent, volume, KD, Data Health, and status. Then choose columns that match the decision.

Save a preset when the same setup will be reused. Presets are for table setup; lists are for keyword membership.

6. Export or track the shortlist

Export when someone outside the app needs the data. Track when your team wants rank and visibility movement over time. Both actions should start from a clear scope.