Documentation

There are a lot of new concepts you may find yourself running into as you explore Orbit. So let’s take a sec to define them 📖

These terms are used in the context of the Orbit Model. See

Love is a member's overall level of engagement and impact in the community.

Reach is a measure of a community member’s sphere of influence.

Presence is a measure of a community member's activity over a period of time.

Orbit levels are a practical tool for member segmentation and help you create different programs for different types of community members.

A community member who is added to your Orbit workspace manually, via an integration, or via API. Members include anyone who has interacted with you via your integration sources (e.g. they mentioned your Twitter account in a tweet, they joined your Slack community, etc). This does not include teammates. Learn more:

A thing your member does in your community, like replying to a question in your forum, commenting on a repository on GitHub, submitting a form, attending a webinar, or even meeting in person. An activity is any verb that’s a meaningful action you’d like to keep track of. Activities can be added automatically (via integration) or manually (one-off or via CSV).

Someone on your team/company/organization who is in your Orbit workspace. Teammates do not count as members. It’s best to filter out teammates from your community to keep your member lists and reports clean. Learn more:

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. Learn more:

A label that you can add to a Member profile. Used to group members togethers, mark prospects, identify product users. Examples include: Ambassador, Beta-Group, Conference-Invitee

The specific type of activity that the user performed. Examples include: Discord message, Github issue opened, Twitter follow. We provide default activity types that we pull after you connect an integration, and you can also set up custom activity types.

Information that further describes the Activity type. It’s a way to tag an activity with additional context using key/value pairs. Examples include: Discord channel, Github repo, Twitter search term

The type of member profile. The only two affiliations are: Member and Teammate.

Any member who has performed an activity in the  selected timeframe.

Member whose first activity (that matches your selected filters) happened during the selected timeframe.

Member who had an activity (that matches your selected filters) before the selected timeframe and had at least one matching activity during the selected timeframe.

A unique identifier that a member uses on the web. for a particular source. Identities include linked profiles (ex. Hubspot profile, Slack workspace username) and emails. All identities can be found on a member’s profile under “Linked Profiles & Emails”. This term is used mostly when working with the Orbit API.

A member’s profile on a system other than Orbit. Examples of linked profiles include a Twitter handle, Discord username, Github username, Hubspot profile, Slack workspace username, or a custom profile that you create (i.e. their profile on your product). Linked profiles can be automatically added to a member’s profile (when you connect an integration or enrich a profile with Clearbit), or they can be manually added to a member’s profile (through the web app or via CSV).

A tool that allows you to keep track of the work your team has done on a subset of members in the community.

A free form piece of text that you can add to a member profile. Markdown is supported.

The first place that a member appeared in your community.

The primary email that should be used to contact a member. This is the email that is used in CSV exports, contact/lead creation for HubSpot and Salesforce, etc.

By default, the primary email is set to the first email that was ever added to a member’s profile. This can be changed by going to the member’s profile and selecting a different email to be the primary one.

A shortcut that allows you to easily view a set of member filters that you have saved. Saved Views currently can only be created on the Members Tab.

Anywhere in your community that members have done an activity. Examples of sources include integrations like Discord, Slack, Twitter, custom integrations that you set up (i.e. with Eventbrite, Calendly), a CSV upload, etc.

Can’t find the term you’re looking for here? Let us know and we’ll add it in as soon as we can!