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Intro to organizations

Documentation

‣
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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Stripe Dashboard application
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Orbit Browser Extension
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Slack App
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Orbit API
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API tokens
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Embeds
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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?

Intro to Organizations

What is an Organization?

An Organization is a company, non-profit, or group that has been added to your Orbit workspace. If an organization shows up on your Organizations tab, that means that an employee from that organization is a member in your workspace.

You can find all of the organizations in your community on the Orgs tab
You can find all of the organizations in your community on the Orgs tab

What can I do related to Organizations?

You can:

  • Find out what organizations are new to your community
  • See which organizations were most recently active
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    View an individual organization
     and see basic org facts, how many org employees are in your community, who they are, and how they are participating in your community.
  • See which organizations in your community are also customers (automated using the HubSpot integration).

FAQ

Why do Organizations matter?

The organization a member represents is an increasingly important factor for some communities, especially product communities. It can determine a member’s potential to buy, likelihood of contributing to the product, and indicate how they might actively engage in your community.

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