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Done
Name | Public URL | Doc Type | Category | Guide Category | Order | Tags | Plans | Status | Owner | Description |
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What is Orbit? | Article | Getting Started | 1 | Done | A summary of what Orbit is for and how to get started. | |||||
Understanding the Orbit Model | Article | Getting Started | 2 | Done | A guide to understanding the Orbit Model, a framework for building high-gravity communities. | |||||
Orbit Glossary | Article | Getting Started | 3 | Done | Your one-stop shop for Orbit terminology and definitions. | |||||
Create an Orbit workspace | Article | Workspaces | 1 | Done | How to create an Orbit account and a workspace. | |||||
Invite a teammate | Article | Workspaces | 2 | Done | Learn how to invite a teammate via email, email domain, and how to manage teammate permissions. | |||||
Enable SSO (Single Sign-On) | Article | Workspaces | 4 | Enterprise | Done | Enable Single Sign-On so that all users have to sign in via SSO in your workspace. | ||||
Demo mode | Article | Workspaces | 5 | Done | Demo Mode allows you to demo your Orbit workspace without revealing personal information about your community members. | |||||
Intro to members | Article | Members | 1 | Done | A guide to all of the important features you need to know about Members. | |||||
View an individual member | Article | Members | 2 | Done | A summary of the information displayed on a member profile - bio, member identities, Orbit level, tags, recent activities, topics, languages. | |||||
Preview a member | Article | Members | 3 | Done | A preview panel that offers quick insight into information displayed on a member profile - bio, member identities, Orbit level, tags, recent activities, and notes. | |||||
Explore members via the members tab | Article | Members | 4 | Done | A walkthrough of how to get the most out of the members tab. | |||||
Add a member | Article | Members | 5 | Done | Learn how to add a member to your Orbit workspace via Ready to Connect integrations, CSV, API + Zapier, Chrome extension, or manually. | |||||
Edit a member | Article | Members | 5 | Done | How to edit a member profile, bulk-edit profiles, and a breakdown of what fields you can edit. | |||||
Merge duplicate members | Article | Members | 6 | Done | How to edit a member profile, bulk-edit profiles, and a breakdown of what fields you can edit. | |||||
Delete a member | Article | Members | 7 | Done | Delete a member from your workspace temporarily or permanently, bulk-delete members. | |||||
Add a tag to a member | Article | Members | 8 | Done | Learn how to add a member tag to a member profile | |||||
Add, edit, and delete notes on a member | Article | Members | 9 | Done | Learn how to add, edit, and delete a note on a member profile. | |||||
Add an activity to a member | Article | Members | 10 | Done | Add a custom activity to a single member profile, add a custom activity to multiple member profiles via CSV. | |||||
Mark profile as a teammate | Article | Members | 11 | Done | Mark a community member as a teammate to differentiate true community members from people at your company/organization | |||||
Send member to a webhook | Article | Members | 12 | DevelopersNo/Low Code | All Plans | Done | Martyn Davies | Manual webhook triggers can be used on any member profile to send the member’s data to an external service, API, or tool. | ||
Intro to organizations | Article | Organizations | 1 | Done | An explanation of Organizations, what you can do with them, and why you should care. | |||||
View an individual organization | Article | Organizations | 2 | Done | This guide will dive into the different areas of an organization profile page and share some ideas about how to use each feature. | |||||
Identify an organization as a customer | Article | Organizations | 3 | Done | This guide provides a quick overview of the three different ways you can identify an organization as a customer in Orbit. | |||||
Create a custom dashboard | Article | Reports | 1 | Done | This guide will walk you through creating custom dashboards and saving figures into them within your Orbit workspace. | |||||
Drill down into reports | Article | Reports | 2 | All Plans | Done | Kelly Liu | Drill down to the list of member or activities that correspond to a chart in your report | |||
Quickly build an activities chart | Article | Reports | 3 | All Plans | Done | Kelly Liu | Build an activities chart for a custom dashboard directly from the Activities tab timeline | |||
Understanding sentiment analysis | Article | Reports | 4 | PremiumEnterprise | Done | Martyn Davies | An overview of the Sentiment report, what activities we analyze to create it, and how best to use it in your day-to-day. | |||
Workflows | Article | Automations | 1 | All Plans | Done | This guide will walk you through setting up automated workflows on your Orbit workspace. | ||||
Webhooks | Article | Automations | 2 | Developers | All Plans | Done | Martyn Davies | Webhooks allow you to build tighter integrations with Orbit. | ||
Set up a manual webhook | Article | Automations | 3 | DevelopersNo/Low Code | All Plans | Done | Set up a manual webhook that you can use on a member/set of members that you choose. | |||
Set up an automated webhook | Article | Automations | 4 | DevelopersNo/Low Code | All Plans | Done | Set up an automated webhook to be sent off of your selected trigger. | |||
Slack notifications | Article | Automations | 5 | All Plans | Done | This guide will walk you through how to set up Slack Notifications on your Orbit workspace. | ||||
Automations [deprecated] | Article | Automations | All Plans | Done | [Deprecated] This guide will walk you through setting up Automations on your Orbit workspace. | |||||
All possible data integrations with Orbit | Article | Integrations | Integrations | All Plans | Done | Find out all the ways to integrate data with Orbit - regardless of your data source | ||||
DEV integration | Article | Integrations | Integrations | GrowthPremiumEnterprise | Done | This guide will walk you through setting up the DEV integration. | ||||
Discord integration | Article | Integrations | Integrations | All Plans | Done | This guide will walk you through setting up the Discord integration. | ||||
Discourse integration | Article | Integrations | Integrations | All Plans | Done | This guide will walk you through setting up the Discourse integration. | ||||
GitHub integration | Article | Integrations | DevelopersIntegrations | All Plans | Done | This guide will walk you through the GitHub integration. | ||||
HubSpot integration | Article | Integrations | GTMIntegrations | PremiumEnterprise | Done | Martyn Davies | This guide will walk you through the set up of the HubSpot integration. | |||
inSided integration | Article | Integrations | Integrations | PremiumEnterprise | Done | This guide will walk you through setting up the inSided integration. | ||||
LinkedIn integration | Article | Integrations | Integrations | GrowthPremiumEnterprise | Done | This guide will walk you through setting up the LinkedIn integration. | ||||
Reddit integration | Article | Integrations | Integrations | GrowthPremiumEnterprise | Done | This guide will walk you through setting up the Reddit integration. | ||||
Salesforce integration | Article | Integrations | GTMIntegrations | PremiumEnterprise | Done | Martyn Davies | ||||
Slack integration | Article | Integrations | Integrations | All Plans | Done | This guide will walk you through setting up the Slack integration. | ||||
Stack Overflow integration | Article | Integrations | Integrations | GrowthPremiumEnterprise | Done | This guide will walk you through setting up the Stack Overflow integration. | ||||
Twitter DMs integration | Article | Integrations | Growth | Done | ||||||
Twitter integration | Article | Integrations | Integrations | All Plans | Done | This guide will walk you through setting up the Twitter integration. | ||||
Twitter keywords integration | Article | Integrations | Integrations | GrowthPremiumEnterprise | Done | This guide will walk you through setting up the Twitter Keywords integration. | ||||
YouTube integration | Article | Integrations | Integrations | All Plans | Done | Martyn Davies | This guide will walk you through setting up the YouTube integration. | |||
Zapier integration | Article | Integrations | No/Low CodeIntegrations | All Plans | Done | The Orbit Zapier app gives you the ability to connect your Orbit workspace to numerous third-party services. | ||||
Orbit API | Article | Tools | 1 | Developers | All Plans | Done | Orbit has a robust API that allows you to build your own integrations. | |||
API tokens | Article | Tools | 2 | Developers | Done | API tokens enable access to the Orbit API. | ||||
Slack App | Article | Tools | 3 | All Plans | Done | The Orbit Slack App allows you to add and search members, add notes and tags, and get notifications right from within your team’s Slack. | ||||
Stripe Dashboard application | Article | Tools | 4 | Developers | All Plans | Done | The Orbit app for Stripe enables you to bring your community member data directly into your Stripe dashboard. | |||
GitHub Chrome extension | Article | Tools | 5 | Developers | All Plans | Done | The Orbit Chrome extension brings Orbit data right into GitHub. | |||
Member lists | Article | Productivity | 1 | Done | Introduction to member lists - what they are, why they’re useful, and how to use them | |||||
Tags | Article | Productivity | 2 | Done | Intro to tags and how to use them. Learn how to add, remove, and manage tags | |||||
Manage tags | Article | Productivity | 3 | Beta | Done | The Tag Manager shows you a picture of the tags in your workspace. | ||||
Create a saved view | Article | Productivity | 4 | Done | Saved views are a tool you can use to more easily pull up the data you care about on a specific page in your workspace. | |||||
Share a saved view | Article | Productivity | 5 | Done | Share a saved view with collaborators in your workspace. | |||||
CSV import for members and activities | Article | Productivity | 6 | Done | How to import Members and Activities to your workspace via CSV. | |||||
Using filters on the members tab | Article | Productivity | 7 | Done | Filters are a powerful way to narrow down the data you’re looking at and find the information you care about most. | |||||
Using filters on the activities and reports tabs | Article | Productivity | 8 | Done | Filters are a powerful way to narrow down the data you’re looking at and find the information you care about most. | |||||
Keyboard shortcuts | Article | Productivity | 9 | Developers | Done | |||||
Search | Article | Productivity | Done | Search for members using the global search bar and the members table search bar | ||||||
How are historic Discord imports handled after initial set up? | Article | FAQ | Done | |||||||
How can I filter members to only see those with notes added? | Article | FAQ | Done | |||||||
How does member enrichment work? | Article | FAQ | Done | |||||||
How is the new members table different from the old members table? | Article | FAQ | Done | |||||||
Is test data available to try in Orbit? | Article | FAQ | Done | |||||||
What activities are tracked by each integration? | Article | FAQ | Integrations | Done | A list of the activity types that each integration adds to your Orbit workspace. | |||||
What can I do if I imported a CSV with incorrect column headers? | Article | FAQ | Done | |||||||
What's the difference between Activities and Tags? | Article | FAQ | Done | |||||||
Why am I no longer designated as a teammate? | Article | FAQ | Done | |||||||
Why are there differences between member counts on Orbit and Discord? | Article | FAQ | Done | |||||||
Why can't I see the Plug & Play integrations? | Article | FAQ | Done | |||||||
Why is my CSV file not importing? | Article | FAQ | Done | |||||||
Will uninstalling an integration remove activities from Orbit? | Article | FAQ | Done | |||||||
Intro to activities | Article | Activities | 1 | Done | A guide to all of the important aspects of Activities in Orbit. | |||||
Create an activity type | Article | Activities | 2 | Done | A guide to how you can create a custom activity type in Orbit | |||||
Article | Done | |||||||||
Questions you can answer using Orbit | Guide | Start here | 0 | Done | Learn more about what sorts of community related questions you can quickly answer (and jobs you can tackle) using Orbit | |||||
Send a bulk invite to Twitter users to join your community | Guide | Community growth | 1 | Done | Learn how to send a Twitter DM to multiple users at once | |||||
Automatically invite Twitter users to join your community | Guide | Community growth | 2 | Done | Learn how to use the Send a Twitter DM workflow to automatically send Discord invites to people interacting with you on Twitter | |||||
Thank first-time GitHub contributors | Guide | Engagement | 2 | Done | Kelly Liu | Learn how to use Orbit to thank members who have contributed to your GitHub repo for the first time. | ||||
Tasks you can accomplish with Orbit | Guide | Start here | 3 | Done | Kelly Liu | Learn more about what sorts of community related jobs you can quickly accomplish using Orbit | ||||
Add Members to any CRM using Zapier | Guide | Supporting the business | 13 | DevelopersNo/Low Code | All Plans | Done | Martyn Davies | Manual webhook triggers can be used on any member profile to send the member’s data to an external service, including CRMs that Orbit doesn’t have integrations for | ||
Connect new members with current community members | Guide | Onboarding | Done | Learn how to warmly welcome notable members to your community by connecting them with other members in your community | ||||||
How to monitor engagement for a group of members | Guide | Engagement | Engagement | Done | Kelly Liu | Use Orbit to passively and proactively monitor engagement for a group of members | ||||
How to record event attendance | Guide | Running events | Events | Done | Josh Dzielak | This short guide shows you how to manually add activities that represent a member attending an event. | ||||
How to track re-engagement efforts | Guide | Re-engagement | Done | Learn how to track your re-engagement initiatives usign Orbit | ||||||
How to use Orbit Slack notifications to support Community, Sales, and Product teams | Guide | Community ops | Done | Kelly Liu | Learn how to help different teams benefit from community notifications sent directly to Slack. | |||||
Identify inactive community members | Guide | Re-engagement | Done | Kelly Liu | Learn how to use filters to find members who have not been active in your community | |||||
Identify members that reached a community milestone | Guide | Engagement | Done | Kelly Liu | Learn how to use filters to find members who have reached certain levels of activity in your community | |||||
Identify members who have not done a specific activity | Guide | Engagement | Done | Kelly Liu | Learn how to use filters to find members who have not done a key activity in your community | |||||
Identify notable members to welcome | Guide | Onboarding | Done | Learn from some examples of criteria you can use to identify notable new members in your community | ||||||
Recruit coworkers to connect with the community | Guide | Onboarding | Done | Kelly Liu | Learn how to recruit coworkers to have 1-1 chats with new notable members in your community | |||||
Send a Twitter DM using Orbit | Guide | Engagement | Integrations | GrowthPremiumEnterprise | Done | Kelly Liu | With Orbit, you can directly send individual Twitter DMs to a single or multiple members of your community. | |||
Use Zapier to send product events from Segment to Orbit | Guide | Product | Integrations | Done | Kelly Liu | This guide walks you through how to add events from your product into Orbit by using Zapier and Segment | ||||
Use Zapier to track Medium articles that mention your community | Guide | Community growth | No/Low CodeIntegrations | Done |
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In progress
Name | Public URL | Doc Type | Category | Guide Category | Order | Tags | Plans | Status | Owner | Description |
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Build a member pocket | Guide | In progress | Kelly Liu | |||||||
How to add a new member | Guide | Members | In progress | Josh Dzielak | ||||||
How to recruit your next community champions | Playbook | Engagement | In progress | Kelly Liu | Learn how to use Orbit to find and recruit your next community champions |
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Not started
Name | Public URL | Doc Type | Category | Guide Category | Order | Tags | Plans | Status | Owner | Description |
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How to track website doc views | Guide | Not started | Kelly Liu | |||||||
Nudge users down the engagement funnel | Guide | Engagement | Not started | |||||||
Use Custom API to track product events from Segment | Guide | Not started | Kelly Liu | |||||||
Use Segment to send product events to Orbit | Guide | Product | Integrations | Not started | Will Allison | This guide walks you through how to add events from your product into Orbit by using just Segment (and a bit of code) |