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Build a member pocket

Documentation

‣
Getting Started
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What is Orbit?
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Understanding the Orbit Model
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Orbit Glossary
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Workspaces
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Create an Orbit workspace
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Invite a teammate
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Enable SSO (Single Sign-On)
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Demo mode
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Programs
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Intro to Programs
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Create a Program
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Import a CSV of Applications
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Collect applications via a Web Form
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Connect third-party forms to receive new submissions to Program
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Review and Manage Applications
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Onboard Program Members
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Collect Contributions from your Members
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Manage Program Settings
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Members
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Intro to members
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View an individual member
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Preview a member
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Explore members via the members tab
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Add a member
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Edit a member
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Merge duplicate members
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Delete a member
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Add a tag to a member
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Add, edit, and delete notes on a member
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Add an activity to a member
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Mark profile as a teammate
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Send member to a webhook
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Activities
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Create an activity type
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Intro to activities
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Organizations
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Intro to organizations
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View an individual organization
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Identify an organization as a customer
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Reports
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Create a custom dashboard
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Drill down into reports
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Quickly build an activities chart
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Understanding sentiment analysis
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Automations
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Automations [deprecated]
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Webhooks
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Set up a manual webhook
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Workflows
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Slack notifications
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Set up an automated webhook
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Productivity
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Member lists
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Tags
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Manage tags
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Create a saved view
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Share a saved view
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CSV import for members and activities
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Using filters on the members tab
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Using filters on the activities and reports tabs
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Keyboard shortcuts
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Search
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Integrations
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All possible data integrations with Orbit
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DEV integration
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Discord integration
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Discourse integration
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GitHub integration
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HubSpot integration
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inSided integration
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LinkedIn integration
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Reddit integration
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Salesforce integration
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Slack integration
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Stack Overflow integration
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Twitter integration
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Twitter keywords integration
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YouTube integration
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Zapier integration
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Twitter DMs integration
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Tools
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Orbit API
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API tokens
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Community Search
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Orbit Browser Extension
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Embeds
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Slack App
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Stripe Dashboard application
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FAQ
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How are historic Discord imports handled after initial set up?
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How can I filter members to only see those with notes added?
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How does member enrichment work?
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Is test data available to try in Orbit?
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What activities are tracked by each integration?
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What can I do if I imported a CSV with incorrect column headers?
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What's the difference between Activities and Tags?
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Why am I no longer designated as a teammate?
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Why are there differences between member counts on Orbit and Discord?
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Why can't I see the Plug & Play integrations?
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Why is my CSV file not importing?
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Will uninstalling an integration remove activities from Orbit?
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How is the new members table different from the old members table?

Build a member pocket

Introduction

Segmenting members is a very powerful way to hone in on a group of members you care about. Creating a member group allows you to easily see these members on the Members table, view them in reports, and see their latest activities. common examples of member groups we’ve seen people make include:

  • Potential ambassadors
  • Beta testers
  • Event invitees
  • Past event participants
  • Target organizations

Orbit has a bunch of very powerful filters that can be used to create these member groups. In this playbook, you’ll learn how to:

  • Easily create segments of members you care about using all of Orbit’s bells and whistles
  • Add a tag to a group of members
  • Analyze and monitor a group of members across the app

Let’s get started!

Steps

1) Build your member segment using sort, search, and filters

Sort: Love, Last Active, First created

Filter Type
Affiliation
Teammate or Member
Location
City, Country
Github Topics
Linked Profiles
Github,
Job Title
Member Tags
Orbit Level

Find ppl by location - city, country

For ppl to contact - find ppl by email

Find ppl by source -

2) Save your segment with a tag

tag

saved views

3) Analyze and monitor your segment

Members table

Sorting

Search

Filters

Saved Views

Examples of what sorts of segments you can make

A walkthrough of what sorts of filters you’d use for these different segments

MIght end up being a playbook

We’ll do this by adding tags.

If you know the specific audience you’re looking for (ex. potential ambassadors, current beta testers, past event attendees), go to the Members table. Here, you can either use the filters to narrow in on a group, use the search bar to find specific members, or use a combo of the two. [Check out this guide to understand what filters we support, how you can sort, and what you can do with them TODO, and maybe examples of audiences you can do ]

[show filters screenshot]

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Did you know? You can filter by everything from Organizations, specific activity types, Orbit Level, tags, and much more.

Using the checkboxes to the left of the table, you can either select everyone that matches your filter set, or pick and choose members to include in your audience.

Want to verify if a member should be included? Click on a member’s name and you’ll see a profile preview that includes Orbit Level, job, organization, latest activities, and more — all of which will help you quickly assess this member. [screenshot here later]

Once you’re happy with your selected members, click “Apply Tag”. [add picture]

This will now make it easy for you to identify this segment in the future.

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If you want to easily access this group in the future, create a saved view. [link to KB]
image

[maybe this will show you that you need more data to segment your members as you need - so can go back and connect more]

Steps

Next steps

[link to guide about monitoring a group of members afterwards]

Playbook FAQ

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Use this tooltip if you have notes, tips, examples, etc. Use whatever icon you want.
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Coming soon: use this tooltip if you need to reference playbooks coming soon
DiscordXGitHubLinkedIn