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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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

Martyn Davies

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Activities

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Intro to activities

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Create an activity type

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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

Kelly Liu

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Quickly build an activities chart

Kelly Liu

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Understanding Sentiment Analysis

Martyn Davies

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Automations

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Automations [deprecated]

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Slack notifications

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Workflows

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Webhooks

Martyn Davies

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Set up a manual webhook

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Set up an automated webhook

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Productivity

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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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Manage tags

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Create a saved view

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Keyboard shortcuts

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CSV import for members and activities

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Member lists

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Using filters on the members tab

Filters are a powerful way to narrow down the data you’re looking at and find the information you care about most. But with so many filter options, it can sometimes feel overwhelming to get started! This article will examine each filter option that we currently offer on the Members tab so that you know exactly how to use them.

How do filters work?

A filter is comprised of 3 parts: a type, an operator, and a value.

Type: The trait you want to filter on (i.e. Country, Member Tag, etc.)

Operator: How exactly you want to filter on this filter type you selected (i.e. matches, does not match, equals, etc.)

Value: What you’re filtering for. Works hand-in-hand with the operator you selected.

When you add a new filter you will need to specify all 3 parts of the filter for it to work.

On the members table, it’s easy to apply multiple filters. So let’s learn how to use them!

Here, I was able to quickly find the most active members of our beta testing program.

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Note: if you apply multiple filters, only members that match all filters will be shown on the member table.

Filter Types

Currently you can filter by 3 different types of filters: member-related filters, activity-related filters, and organization-related traits.

Member-related filters

These filters are used to filter for members with specific member traits. Currently, you can filter on 11 different member traits, including member tags, orbit level, usernames on other linked profiles, location, etc.

To help you understand what you can do with these filters, it’s important to know what operators are available for each filter type. You can see view these directly in the app from the members table. We’ve also put together this table to help you out:

Filter type	Operators	Possible values	Example
Affiliation	is	Teammate, Member	Just members = `Affiliation` `is` `Member`
City	is is not is empty is not empty	Any city listed in a member profile	People from Boston or Chicago = `City` `is` `Boston,Chicago`
Country	is is not is empty is not empty	Any country derived from a location on a member profile	People from US or Mexico = `Country` `is` `USA,Mexico`
Github Topics	matches any of does not match any of matches all of does not match all of	i.e. ruby, react-native	People who know Ruby and React Native = `Github Topics` `matches all of` `ruby,react-native`
Linked Profiles	matches any of does not match any of matches all of does not match all of	i.e. has a Discord handle, LinkedIn username	People with Github usernames or DEV profiles = `Linked Profiles` `matches any of` `github,devto`
Job Title	is is not contains does not contain	Any job title listed in a member profile	People with the word “product” in their job title = `Job Title` `contains` `product`
Member Tags	matches any of does not match any of matches all of does not match all of	Any member tag created in your workspace	People without tag a or tag b = `Member Tags` `does not match any of` `tag a,tag b`
Orbit Level	is is not	1, 2, 3, 4, None	People in Orbit 1 or 2 = `Orbit Level` `is` `1,2`
Organization	is is not is empty is not empty	Any organization listed in a member profile	People with an org on their profile = `Organization` `is not empty`
Original Source	is is not is empty is not empty	Any source that imported members into your community	People who originated from Twitter = `Original Source` `is` `Twitter`
Region	is is not is empty is not empty	Any region derived from a location on a member profile	People from North America = `Region` `is` `North America`

Activity-related filters

Activity filters can help you filter for members who have done specific activities in your community. You can filter by any activity type in your workspace (full list can be found in your Activity Types page).

The activity type filters in the filters list

Using this filter, you can choose to filter for members who have done a specific activity, who have done one of the multiple activities you selected, or who have done any activity in your workspace.

Dropdown showing the activity type values you can choose from

After you choose the Activity Type you want to filter on, you can then select a few additional properties to filter on. These properties include:

Additional filter options	Description	Example
Active Timeframe	Used to find who did an activity in a certain timeframe. You can select specific dates, relative timeframes, and since a certain date.	sent a Discord message in `the last 30 days`
First Time	Used to find who did an activity for the first time. Often used with Active Timeframe	commented on LinkedIn Post `for the first time` in last 30 days
Activity Count	Used to find who did an activity less than, more than or equal to a specified number of times.	opened a pull request on GitHub `≥ 3 times`
Activity Properties	Used to find who did an activity with a certain activity property	sent a Discord message in `Ambassadors channel`

Click on the […] button next to your filter to see what additional activity-related filters you can apply.

The additional properties menu for an Activity filter

Organization-related filters

Organization-related filters help you filter for members by the properties of the organizations that they are a part of. You can find them at the bottom of the filters dropdown.

Organizations-specific filters in filters dropdown

Currently, you can filter by 5 different organization traits. We’ve outlined how you can use these filters in the table below:

Filter name	Operands	Possible values	Example
Organization Type	is is not is empty is not empty	Public, Private, Non-profit, Education, Govt, etc.	People who are part of non-profits = `Organization Type` `is` `Non-profit`
Organization Industry	is is not is empty is not empty	Any industry listed in Clearbit’s Industry column	People at software companies = `Organization Industry` `is` `Internet Software & Services`
Organization Size	≠ < > ≤ ≥ is empty is not empty	Any positive integer	People at large companies = `Organization Size` `>` `5000`
Organization Founded Year	= ≠ < > ≤ ≥ is empty is not empty	Any year	People at younger startups = `Organization Founded Year` `≥` `2020`
Organization Status	is is not	Customer	People who are part of orgs that are customers = `Organization Status` `is` `Customer`

Filter Operators

We support a few different types of filter operators that can be applied to a filter type. To help you better understand how they work, we’ve put together this table:

Operator	Definition
is	Matches values A or B or C. Used for fields that can only be set to one value (i.e. Job title, City)
is not	Does not match values A or B or C Used for fields that can only be set to one value (i.e. Job title, City)
is empty	Does not have a value set for this field
is not empty	Does have a value set for this field.
matches any of	Matches values A or B or C. Used for traits that can contain multiple values (ex. Member tags)
does not match any of	Does not match values A or B or C
matches all of	Matches values A and B and C. Used for traits that can be set to multiple values (ex. Member tags)
does not match all of	Does not match A and B and C. It can match some of the values (like A and B), just not all of them. Used for traits that can be set to multiple values (ex. Member tags)
contains	Value contains the search you entered Used for fields that can only be set to one value (i.e. Job title, City)
does not contain	Value does not contain the keyword you entered Used for fields that can only be set to one value (i.
≥	Value is greater than, or equal to the specified number Used with the Activity Count attribute
≤	Value is less than, or equal to the specified number Used with the Activity Count attribute
=	Value is equal to the specified number Used with the Activity Count attribute

Manage your filters

As you are applying filters, you may find that you need to delete a filter or clear all the filter that you’ve applied.

You can delete a single filter by clicking the X button next to the filter.

You can clear all of your filters by clicking the trashcan button next to your filters.

If you want to save your filters so that you can easily access this member group from the Members table again, create a saved view:

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Create a saved view

FAQ

If I choose multiple activity types and then select an activity count of 2, what should I expect to happen?

Let’s say you want to filter for people who either sent a Slack message or a Discord message in the last 90 days. If you then select an activity count of 3, this will filter for people in your community who have sent either any combination of Slack or Discord messages a total of 3 times.

Next Steps

If, after filtering for a group of members, you find that you want to track an action that you need to take on that group, we recommend creating a List. Follow this guide to get started:

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Member lists

Using filters on the members tab
How do filters work?
Filter Types
Member-related filters
Activity-related filters
Organization-related filters
Filter Operators
Manage your filters
FAQ
If I choose multiple activity types and then select an activity count of 2, what should I expect to happen?
Next Steps