Documentation
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.
Setup inSided
To begin using inSided with Orbit you will need to create a set of OAuth2 credentials for the application.
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.
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.
Copy the Client ID and the Client secret over to Orbit.
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.
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.
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]