Documentation

‣

Getting Started

📙

What is Orbit?

📙

Understanding the Orbit Model

📙

Orbit Glossary

‣

Workspaces

📙

Create an Orbit workspace

📙

Invite a teammate

📙

Enable SSO (Single Sign-On)

📙

Demo mode

‣

Members

📙

Intro to members

📙

View an individual member

📙

Preview a member

📙

Explore members via the members tab

📙

Add a member

📙

Edit a member

📙

Merge duplicate members

📙

Delete a member

📙

Add a tag to a member

📙

Add, edit, and delete notes on a member

📙

Add an activity to a member

📙

Mark profile as a teammate

📙

Send member to a webhook

Martyn Davies

‣

Activities

📙

Intro to activities

📙

Create an activity type

‣

Organizations

📙

Intro to organizations

📙

View an individual organization

📙

Identify an organization as a customer

‣

Reports

📙

Create a custom dashboard

📙

Drill down into reports

Kelly Liu

📙

Quickly build an activities chart

Kelly Liu

📙

Understanding sentiment analysis

Martyn Davies

‣

Automations

📙

Workflows

📙

Webhooks

Martyn Davies

📙

Set up a manual webhook

📙

Set up an automated webhook

📙

Slack notifications

📙

Automations [deprecated]

‣

Productivity

📙

Member lists

📙

Tags

📙

Manage tags

📙

Create a saved view

📙

CSV import for members and activities

📙

Using filters on the members tab

📙

Using filters on the activities and reports tabs

📙

Keyboard shortcuts

📙

‣

Integrations

📙

All possible data integrations with Orbit

📙

DEV integration

📙

Discord integration

📙

Discourse integration

📙

GitHub integration

📙

HubSpot integration

Martyn Davies

📙

inSided integration

📙

LinkedIn integration

📙

Reddit integration

📙

Salesforce integration

Martyn Davies

📙

Slack integration

📙

Stack Overflow integration

📙

Twitter DMs integration

📙

Twitter integration

📙

Twitter keywords integration

📙

YouTube integration

Martyn Davies

📙

Zapier integration

‣

Tools

📙

Orbit API

📙

API tokens

📙

Slack App

📙

Stripe Dashboard application

📙

GitHub Chrome extension

‣

FAQ

📙

How are historic Discord imports handled after initial set up?

📙

How can I filter members to only see those with notes added?

📙

How does member enrichment work?

📙

How is the new members table different from the old members table?

📙

Is test data available to try in Orbit?

📙

What activities are tracked by each integration?

📙

What can I do if I imported a CSV with incorrect column headers?

📙

What's the difference between Activities and Tags?

📙

Why am I no longer designated as a teammate?

📙

Why are there differences between member counts on Orbit and Discord?

📙

Why can't I see the Plug & Play integrations?

📙

Why is my CSV file not importing?

📙

Will uninstalling an integration remove activities from Orbit?

Welcome to the Orbit Docs!

The Orbit Documentation contains everything you need to get the most out of the Orbit application and ecosystem. Here you’ll find:

Product Docs that walk you through core Orbit concepts and features. Browse the docs pages on the left, or check out What is Orbit to get started.
Guides and playbooks to help you accomplish specific tasks and inspire you with ways to use Orbit
Developer Docs and the Orbit API docs to help you build on the Orbit platform.

Product Docs

You are here. You can search the docs in the bar at the top, or explore the list on the left. You might start with creating a workspace, learning about Members, or reading the intro to Activities.