📙

Onboard Program Members

Documentation

‣
Getting Started
📙
What is Orbit?
📙
Understanding the Orbit Model
📙
Orbit Glossary
‣
Workspaces
📙
Create an Orbit workspace
📙
Invite a teammate
📙
Enable SSO (Single Sign-On)
📙
Demo mode
‣
Programs
📙
Intro to Programs
📙
Create a Program
📙
Import a CSV of Applications
📙
Collect applications via a Web Form
📙
Connect third-party forms to receive new submissions to Program
📙
Review and Manage Applications
📙
Onboard Program Members
📙
Collect Contributions from your Members
📙
Manage Program Settings
‣
Members
📙
Intro to members
📙
View an individual member
📙
Preview a member
📙
Explore members via the members tab
📙
Add a member
📙
Edit a member
📙
Merge duplicate members
📙
Delete a member
📙
Add a tag to a member
📙
Add, edit, and delete notes on a member
📙
Add an activity to a member
📙
Mark profile as a teammate
📙
Send member to a webhook
‣
Activities
📙
Create an activity type
📙
Intro to activities
‣
Organizations
📙
Intro to organizations
📙
View an individual organization
📙
Identify an organization as a customer
‣
Reports
📙
Create a custom dashboard
📙
Drill down into reports
📙
Quickly build an activities chart
📙
Understanding sentiment analysis
‣
Automations
📙
Automations [deprecated]
📙
Webhooks
📙
Set up a manual webhook
📙
Workflows
📙
Slack notifications
📙
Set up an automated webhook
‣
Productivity
📙
Member lists
📙
Tags
📙
Manage tags
📙
Create a saved view
📙
Share a saved view
📙
CSV import for members and activities
📙
Using filters on the members tab
📙
Using filters on the activities and reports tabs
📙
Keyboard shortcuts
📙
Search
‣
Integrations
📙
All possible data integrations with Orbit
📙
DEV integration
📙
Discord integration
📙
Discourse integration
📙
GitHub integration
📙
HubSpot integration
📙
inSided integration
📙
LinkedIn integration
📙
Reddit integration
📙
Salesforce integration
📙
Slack integration
📙
Stack Overflow integration
📙
Twitter integration
📙
Twitter keywords integration
📙
YouTube integration
📙
Zapier integration
📙
Twitter DMs integration
‣
Tools
📙
Orbit API
📙
Export workspace data
📙
Delete workspace data
📙
API tokens
📙
Community Search
📙
Orbit Browser Extension
📙
Embeds
📙
Slack App
📙
Stripe Dashboard application
‣
FAQ
📙
How are historic Discord imports handled after initial set up?
📙
How can I filter members to only see those with notes added?
📙
How does member enrichment work?
📙
Is test data available to try in Orbit?
📙
What activities are tracked by each integration?
📙
What can I do if I imported a CSV with incorrect column headers?
📙
What's the difference between Activities and Tags?
📙
Why am I no longer designated as a teammate?
📙
Why are there differences between member counts on Orbit and Discord?
📙
Why can't I see the Plug & Play integrations?
📙
Why is my CSV file not importing?
📙
Will uninstalling an integration remove activities from Orbit?
📙
How is the new members table different from the old members table?

Onboard Program Members

For many Programs, after a member is accepted they will need to complete a few tasks in order to be onboarded onto the Program. These steps can include things like joining a specific Discord Channel, uploading a profile picture, and scheduling an onboarding call with a member of your team.

Orbit Programs can help make this process a breeze!

The Onboarding Page

⚠️
Prerequisite: Configure your Onboarding Page

The Onboarding Page is where your Program Members will go (once they are accepted into the program) to complete tasks that the program requires. Each Accepted Member will get a unique Onboarding Page that will allow them to check off tasks as they are completed. Once configured, the Onboarding Page will look something like this:

image

Welcome New Members to the Program

Once a member is accepted to the Program, let’s send them a message welcoming them and sending them a link to their Onboarding Page! Orbit Programs allows you to copy a pre-populated message to send. Once copied, you can send this message on your preferred platform or send the email directly from Orbit!

  1. Navigate to the “Accepted” queue in your Program’s Pipeline.
  2. Click on the member you would like to send a message to.
  3. Click on the copy message icon:
    4. image
  4. A dropdown will appear and allow you to copy a link to the onboarding page or to copy the entire onboarding message.
  5. Navigate to the platform you want to send this message with, such as your email inbox or Discord, and send this message to your program member.
    6. 🧪
    Tip: Click on a member’s email icon to copy their email address or click on another identity icon to open their profile directly in that platform. This will allow for quick communication.
    image

Send Emails Directly with Orbit

If you use Gmail as your email provider and have already configured the Gmail Integration, you can send emails directly from Orbit!

Instead of Step 5 above, do the following:

  1. Click on the email icon:
    2. image
  2. Type the email subject and email body (or paste the already copied Onboarding Message copied in Step 3 above).
  3. Click Send.
  4. Success!

DiscordXGitHubLinkedIn