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Review and Manage Applications

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?

Review and Manage Applications

A very important part of any Program with an application process is deciding which applicants should be accepted into the Program. With Orbit Programs, you have all the information you need in one place to quickly and accurately vet your applications.

The Program Pipeline

The Pipeline consists of different statuses your Program Members can be in. These different statuses are:

  • New - New applicants who have yet to be reviewed
  • Accepted - Members who have been accepted into the Program, but have yet to onboard fully
  • Onboarding - Members who have been accepted and are in the process of onboarding onto the Program.
  • Onboarded - Fully fledged members who have been accepted and completed all onboarding steps. Members in Onboarded will appear in the “Champions” tab in your Program and their activities will appear in the “Feed” tab of the Program.
  • Rejected - Members who applied but did not qualify.

Manage the Queue

To get to your Queue, navigate to your Program and click on the “Pipeline” tab.

Overview of the vetting page

The new queue is separated into three separate sections, as seen in this image:

image

New Queue - A list of members to be vetted.

Member Information - Details of the member.

Application Submission - What the member filled in on your Program Application form.

Review your Applicants

To review your applicants, perform the following:

  1. Review their Member Information and Application Submission.
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    A couple tips: - Click on the member’s profile icon to view their full Orbit profile - Click on an Identity Icon to open up the member’s profile on that platform. For example, click on the Blue Twitter Icon to open this member’s Twitter profile - You can add notes for this application by clicking on the “Notes” tab
  2. Decide whether this application should be Accepted or Rejected.
  3. If Accepted, click the “Mark as Accepted” button. If Rejected, click on the down arrow to the right of the “Mark as accepted” button and click “Mark as rejected”.
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    In this same dropdown, you can move a member directly to any status
  4. The next application will automatically appear. Continue the process until all applications are reviewed!

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