🔸

Advanced

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
‣
Programs
📙
Intro to Programs
📙
Create a Program
📙
Import a CSV of Applications
📙
Collect applications via a Web Form
📙
Connect third-party forms to receive new submissions to Program
📙
Review and Manage Applications
📙
Onboard Program Members
📙
Collect Contributions from your Members
📙
Manage Program Settings
‣
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
‣
Activities
📙
Create an activity type
📙
Intro to activities
‣
Organizations
📙
Intro to organizations
📙
View an individual organization
📙
Identify an organization as a customer
‣
Reports
📙
Create a custom dashboard
📙
Drill down into reports
📙
Quickly build an activities chart
📙
Understanding sentiment analysis
‣
Automations
📙
Automations [deprecated]
📙
Webhooks
📙
Set up a manual webhook
📙
Workflows
📙
Slack notifications
📙
Set up an automated webhook
‣
Productivity
📙
Member lists
📙
Tags
📙
Manage tags
📙
Create a saved view
📙
Share 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
📙
Search
‣
Integrations
📙
All possible data integrations with Orbit
📙
DEV integration
📙
Discord integration
📙
Discourse integration
📙
GitHub integration
📙
HubSpot integration
📙
inSided integration
📙
LinkedIn integration
📙
Reddit integration
📙
Salesforce integration
📙
Slack integration
📙
Stack Overflow integration
📙
Twitter integration
📙
Twitter keywords integration
📙
YouTube integration
📙
Zapier integration
📙
Twitter DMs integration
‣
Tools
📙
Stripe Dashboard application
📙
Orbit Browser Extension
📙
Slack App
📙
Orbit API
📙
API tokens
📙
Embeds
‣
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?
📙
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?
📙
How is the new members table different from the old members table?

Advanced

Learn how to do advanced things.

📘
Welcome new members to Slack or Discord
📘
Questions you can answer using Orbit
📘
Celebrate milestones to increase member engagement
📘
Grow your community using Twitter
Growth
📘
Share community-qualified leads (CQL) with sales
GTM
📙
Intro to members
📙
Intro to Programs
🏆
Introduction to Champions Program Management
📒
Send a bulk invite to Twitter users to join your community
📙
Member lists
📙
Intro to activities
📙
Workflows
📘
All the ways to explore your community in Orbit
📘
Use a community-conscious approach to account-based selling
GTM
📘
Get the right community data into your workspace
📙
Orbit API
Developers
📙
Intro to organizations
📙
Create a custom dashboard
📙
What is Orbit?
📙
Create an Orbit workspace
📘
Warmly welcome new members
Engagement
📙
View an individual member
📙
Create a Program
🏆
Defining program goals and the ideal member profile
📘
Thank first-time GitHub contributors
📒
Automatically invite Twitter users to join your community
📙
Tags
📙
Create an activity type
📙
Drill down into reports
📙
API tokens
Developers
📙
Webhooks
Developers
📙
View an individual organization
📙
Understanding the Orbit Model
📙
Invite a teammate
📙
Import a CSV of Applications
📘
Tasks you can accomplish with Orbit
📙
Set up a manual webhook
DevelopersNo/Low Code
📙
Identify an organization as a customer
📙
Preview a member
📙
Quickly build an activities chart
📙
Manage tags
Beta
📙
Slack App
📙
Orbit Glossary
📙
Collect applications via a Web Form
📙
Understanding sentiment analysis
📙
Set up an automated webhook
DevelopersNo/Low Code
📙
Explore members via the members tab
📙
Enable SSO (Single Sign-On)
📙
Create a saved view
📙
Stripe Dashboard application
Developers
📙
Add a member
📙
Edit a member
📙
Review and Manage Applications
📙
Slack notifications
📙
Demo mode
📙
Orbit Browser Extension
Developers
📙
Share a saved view
📙
Merge duplicate members
📙
Onboard Program Members
📙
CSV import for members and activities
📙
Delete a member
📙
Manage Program Settings
📙
Using filters on the members tab
📙
Add a tag to a member
📙
Collect Contributions from your Members
📙
Using filters on the activities and reports tabs
📙
Add, edit, and delete notes on a member
📙
Connect third-party forms to receive new submissions to Program
📙
Keyboard shortcuts
Developers
📙
Add an activity to a member
📙
Mark profile as a teammate
📙
Send member to a webhook
DevelopersNo/Low Code
📒
Add Members to any CRM using Zapier
DevelopersNo/Low Code
📙
Embeds
📒
Recruit coworkers to connect with the community
📒
Identify notable members to welcome
📘
Connect new members with current community members
📒
Ways to celebrate member milestones
📒
How to track re-engagement efforts
📒
Ways to re-engage inactive members
📙
Search
📒
Identify members who have not done a specific activity
📒
Identify members that reached a community milestone
📒
Identify inactive community members
📒
How to use Orbit Slack notifications to support Community, Sales, and Product teams
📙
Twitter DMs integration
📘
Get insights from your product and community data in Orbit
Integrations
📒
Use Zapier to send product events from Segment to Orbit
Integrations
📘
Bring recently inactive members back into your community
📙
How is the new members table different from the old members table?
📒
Use Zapier to track Medium articles that mention your community
No/Low CodeIntegrations
📙
All possible data integrations with Orbit
Integrations
📙
YouTube integration
Integrations
📙
Salesforce integration
GTMIntegrations
📙
HubSpot integration
GTMIntegrations
📒
Send a Twitter DM using Orbit
Integrations
📒
How to monitor engagement for a group of members
Engagement
📒
Use Zapier to track meetings scheduled with Calendly
No/Low CodeIntegrations
📙
Why am I no longer designated as a teammate?
📙
Why can't I see the Plug & Play integrations?
📙
What can I do if I imported a CSV with incorrect column headers?
📙
Will uninstalling an integration remove activities from Orbit?
📙
How can I filter members to only see those with notes added?
📙
Why are there differences between member counts on Orbit and Discord?
📙
How are historic Discord imports handled after initial set up?
📙
What's the difference between Activities and Tags?
📙
Is test data available to try in Orbit?
📙
Why is my CSV file not importing?
📙
How does member enrichment work?
📙
Automations [deprecated]
📙
DEV integration
Integrations
📙
What activities are tracked by each integration?
Integrations
📙
inSided integration
Integrations
📙
Reddit integration
Integrations
📙
Stack Overflow integration
Integrations
📙
LinkedIn integration
Integrations
📙
Zapier integration
No/Low CodeIntegrations
📙
Slack integration
Integrations
📙
Discord integration
Integrations
📙
Discourse integration
Integrations
📙
Twitter keywords integration
Integrations
📙
Twitter integration
Integrations
📙
GitHub integration
DevelopersIntegrations
📘
Build an invite list for an event
Events
📒
How to record event attendance
Events

DiscordXGitHubLinkedIn