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Manage Program Settings

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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Export workspace data
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Delete workspace data
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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?

Manage Program Settings

Learn how to set up your Program Details, Onboarding Page, Email Template, and integrate with Gmail so you can send emails directly from Orbit!

To manage your settings, navigate to the Program and click on the “Settings” button in the top-right.

Update the Program Name or Description

  1. Go to the “General” tab of the Program Settings.
  2. Enter a new name and/or description and click “Update”.

image

Delete the Program

  1. Go to the “General” tab of the Program Settings.
  2. Click “Delete Program”.
  3. A confirmation window will appear. If you are are sure you want to delete the Program, click “Continue”.
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Set up your Member Onboarding Page

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This will go over how to technically setup the Onboarding Page. For tips and tricks on how to onboard your program members, see this article:
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Onboard Program Members
  1. Go to the “Pipeline” tab of the Program Settings.
  2. Click “Edit” in the “Onboarding Automation” section.
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  3. Update the heading and additional text you want in the “Body” section.
  4. To add a Checklist Item, click “Add Item”.
  5. Add the title of the task(s). Links will be added to the end of the task title.
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  6. Click “Save”

Configure your email template

  1. Go to the “Pipeline” tab of the Program Settings.
  2. Click “Setup” under the “Template Message” section. Note: The button text will be “Edit” if you have already configured a template message
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  3. Edit the message. The following tokens can be used:
Token
Description
%{applicant_name}
The first name of the applicant
%{onboarding_link}
The URL to the applicant’s unique onboarding page
%{sender_name}
The first and last name of the Orbit User sending the email
  1. Click “Done”.

Setup the Gmail Integration

With Orbit’s Gmail Integration, you can send emails directly from Orbit. These emails will come from the Inbox that is used during setup.

  1. First, make sure you are logged into Gmail.
  2. Go the the “Gmail Integration” section of the Program Settings.
  3. Click on “Setup”.
  4. Choose which account to use:
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  5. Check the box to allow Orbit to send emails on your behalf:
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  6. Click “Continue”.
  7. Success!

Configure Contribution Form

Orbit allows your community/program members to self-report their contributions. To learn more, see this article. In the “Contributions” section of Program Settings, you can set the Name and Description of the form.

Review Spam Submissions

If you are using Orbit’s Application Web Form, Orbit will automatically block suspected spam submissions. Go here to review any blocked submissions. You will also have the ability to “unblock” a submission you think was incorrectly blocked as spam.

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