Build a member pocket
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!
1) Build your member segment using sort, search, and filters
Sort: Love, Last Active, First created
Teammate or Member
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
3) Analyze and monitor your segment
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]
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.
[maybe this will show you that you need more data to segment your members as you need - so can go back and connect more]
[link to guide about monitoring a group of members afterwards]