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Preview a member

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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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?

Preview a member

The member preview panel will open when you click on the name of a community member in Orbit.

It offers quick insight into who the member is, as well lots of additional information that can also be found on the individual member profile.

Member preview allows you to move quickly between different members without losing the context of the main page you’re on, such as a filtered set of results on the members tab.

If you want to deep dive on the member and see their full profile, you can do so by clicking on Open.

A screenshot of a member preview page on the members tab.
A screenshot of a member preview page on the members tab.

What information is displayed

The member preview serves as a fast reference for key member information such as:

  • Their name and company
  • What Orbit Level they have
  • When they were last active and on what platform
  • What additional profiles are connected
  • The latest notes created by you or your team about that member
  • Their most recent activities in the community

Tasks and actions

In addition to member profile information, you can also perform tasks from the member preview panel such as adding or removing tags.

Couple this with the Actions menu to quickly add new notes or activities to the member, as well as:

DiscordXGitHubLinkedIn