📙

Create a Program

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
📙
Orbit API
📙
Export workspace data
📙
Delete workspace data
📙
API tokens
📙
Community Search
📙
Orbit Browser Extension
📙
Embeds
📙
Slack App
📙
Stripe Dashboard application
‣
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?

Create a Program

Let’s create your first Program! For additional context on Programs, please see the following article:

📙
Intro to Programs

Create a Program in your Workspace

  1. Click on “Programs” in the navigation Side-Bar
  2. Click on "Set up my program”
  3. Enter a Name and Description for your program and click “Create”
    4. image
  4. You’re done! The next step is to Import Applications or Set up your Application Form

DiscordXGitHubLinkedIn