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inSided integration

Documentation

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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?

inSided Integration

The Orbit integration for the inSided customer success and engagement platform allows you to track key interactions to your Orbit workspace.

The table below summarizes what is included in this integration:

Activities
- Question asked - Question replies - Idea submitted - Idea replies - Conversation started - Conversation replies - Article submitted - Article replies
Historical Import
- Up to 365 days in the past, or up to 100,000 total activities.
Does not track or import
- Upvotes on ideas (This is due to inSided API limitations that prevent us from importing this activity historically)

To get started, head to the Settings > Integrations page of your Orbit workspace and click on the inSided logo.

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Setup inSided

To begin using inSided with Orbit you will need to create a set of OAuth2 credentials for the application.

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To do this, log in to your inSided instance as an Administrator and click on Integrations > API. There you will find the OAuth2 setup steps.

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You can choose any application name you want, but if you're out of ideas something like "Orbit" would be fine. Once you have entered the name click on Create an OAuth2 client. You can also now click on 'I have completed Step 1' on the setup page in Orbit.

Your application and the credentials that you need for Orbit have been created.

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Copy the Client ID and the Client secret over to Orbit.

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The Hostname field should be the URL of your public facing inSided instance. You can find this in the address bar of your browser and it looks like this: orbit-es-community.insided.com

Finalize your setup by clicking on Save.

Historical Import

By default the inSided integration will import activities from up to 365 days in the past, or up to 100,000 total activities, whichever is reached first.

Please note that some activities cannot be imported historically because the inSided API does not have dates for them so Orbit cannot know when they took place. Upvotes are a key activity that is not tracked because of this limitation.

Activity Types

The inSided integration will create a new set of Activity Types on your workspace. You can find them in your workspace's Settings under Activity Types.

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We recommend that you edit these Activity Types and set new Weight values so that using the integration will have the appropriate impact on your member's Orbit Level and Love Score.

Removing the inSided integration

If you want to remove the inSided integration you can do so from the integration settings page.

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Please note that removing an integration does not delete the activities associated with it. If you would like to remove all inSided activity from your workspace, contact [email protected].

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