Creating a Saved View to track Product Users active in the community

An entire list of ever member in your community isn’t always actionable. You know what is? A list of active application users that have posted a message in Discord or on Twitter in the past 14 days.

With Orbit’s filters and Saved Views, we can make a list of community members for our community team to actively reach out to and engage with. This takes the relatively static member list and transforms it into a rolling to-do list for an active community team.

Transcription

The member list in your orbit workspace can seem daunting. But with the advent of the new saved view feature, creating segments to take action is actually relatively simple.

Hey everyone. I'm Bryan Robinson, senior developer advocate on the community team at Orbit. In this video, we're going to dive in and create a saved view to let us know when a known user of the orbit app is engaging in a meaningful way the orbit community. Let's dive in.

Findings Insights in the Member List

All right now, as you can see, we are in an orbit workspace. This is actually the data inside of the Orbit’s orbit workspace. We're going to go ahead and head on over to the members section.

All right. So we have 28,340 members in our workspace. That's an awful lot. We want to pair this down and find actionable insights. These actionable insights we're going to find via a filter. The filter that we're going to create is to find meaningful input or meaningful engagement from each community member.

So I want to maybe track Twitter mentions and discord engagement. So I only want that over a smaller period of time, because this is going to be actionable. I want to go do something based on this data. So I'm gonna switch over to a relative view and we're going to make this a rolling basis of maybe 14 days. So this 14 days. And that's automatically again, go ahead and cut this down.

Already down to a thousand people. That's not too bad. And then I want to check on members that are also users of the application. So in this case, we have a tag called user. This tags actually applied by the application segment, communicating via zap in Zapier into orbit to add this member tag, you could also set this manually or via the API with your application as well.

So we set users and we can see that cuts us down to 644. And from there, I want to check to see if they've done an activity of discord or Twitter in the past 14 days. So we'll select all of our discord. And we'll do a search for Twitter and only get Twitter mentions. I care much less about follows in an actionable sense in this case.

Creating a Saved Filter

We'll apply that. And that's your list way, way down to 27. That's pretty actionable. Now I can take this and I can go through these individual members. See what sort of activities they're doing and respond to them in kind whether that's in discord or on Twitter or whatever other filters we add here.

Now, this would be tedious to jump in and make this filter over and over and over again. That's why we have saved views nowadays. So we have a few different ones by default, and then you can add your own, but you can add this from any filter you create. So you can see down here, we have our six selections of activity types are one selection of member tag, our date range, and then I can click save as new.

When I save this, I can give it an optional name. We'll call this 'app users activity past 14 days.' That's long, but you know, I think it's descriptive and it works. So we'll save this. It will automatically save and go into our saved view list. Here. You can see app users activity right there. Now from here, I can go through, I can action on each of these members and then everyday come back and check in and see if this list has changed.

I can also, if I need to duplicate it, make some small changes or if I, if I decided I don't need it anymore, I can delete the view. I can edit it. I can duplicate it. I can also rename it because again, it is a really long name. I totally understand that. But the key is I now have a list of people that I can go and engage with in my community.

All right. Well, thank you so much for watching this video. If you have any questions about this workflow or anything orbit in general, be sure to come check out our discord. We have a help channel. That is the perfect place for your questions. You can find that at discord.orbit.love. I hope to see you there.

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