Documentation
Explore members via the members tab
The Members tab is the place to view and explore the members in your community. In this doc, we’ll walk through all of the things you can do on this tab.
View member info at a glance
The members table makes it easy to skim through members while also seeing the most important information.
In the table, you can see the following info about each member:
- Name
- Organization
- Job Title
- Orbit Level
- Activity
- Last Active Date
- Location
- Primary Email
- Linked Profiles
- Tags
- Love
- Twitter Followers
- First Active Date
- Created At Date
- Original Source
If you’d like to see additional info about a specific member, you can either use go to the member’s full profile page:
Use filters to explore member groups
The members table is very good at helping you segment your community and find groups you care about. On the members table you can easily filter for members by member-based attributes, activity-based attributes, and organization-based attributes.
To learn more about what filters you can use and what you can do with them check out this doc:
You can further explore a group of members by sorting the table by column. Check out the table in the app to see which columns you can sort by.
Save member groups
Sometimes, you may want to be able to view your filtered member group in the future. There are two ways to save it, depending on your use case.
- If you want to keep track of an action you need to take on members in that group, create a List. Just select all members and click Actions > Add to List.
- If you want a shortcut to be able to view these members from the Members table, use a Saved View. Just click the Save button next to the filters dropdown to create this shortcut.
Search for specific members
If you are looking for a specific member or members with a certain email domain, you can use the search bar located at the top of the Members table.
With this search bar, you can search for members by name, their username on platforms like Discord/Linkedin/Twitter, email, email domain (i.e. @google.com), or the name of the organization they work at.
Take action on members
The members table is also a great location to take action on a group of members. Specifically, you can do the following:
- send them each a Twitter DM
- send them to Hubspot as new contacts
- send them to Salesforce as new leads
- trigger a webhook on selected members
To perform one of the above actions, first select your members. You can either: 1) hand-pick members from the list using the checkboxes on the left 2) select all members that match the table filters or 3) select all members on just the current page.
After, click the Actions button on the top bar of the table and select the action you’d like to perform.
Organize & update member information
While spending time in the members table, you’ll likely notice information you’d like to update. Maybe you noticed teammates marked incorrectly or profiles that should be merged. You can make changes like these directly from the members table so that you can do them in bulk. The changes you can make directly from the members table include:
- Adding them to a list
- Recording a community activity that they’ve done (i.e. attended an event)
- Adding a tag in bulk
- Removing a tag in bulk
- Bulk-editing multiple profiles
- Deleting members
To make these changes, select your members of interest and then click the Actions button.
From there, you can make the changes you’re looking for.
You can also merge duplicate profiles from the members table. Note that by default, the merge button is disabled. If you want to merge profiles together from the members table, you can only select 2 rows at a time.
Export member information
If you would like to share a group of members with someone else or import them to another platform, just use the Export CSV button at the top of the members table. First, select the members you want and then click Export CSV. From there, you can select which columns you’d like to include in your CSV.