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Playbooks

Guides

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Start here
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Get the right community data into your workspace
Kelly Liu
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Tasks you can accomplish with Orbit
Kelly Liu
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Questions you can answer using Orbit
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Community growth
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Automatically invite Twitter users to join your community
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Grow your community using Twitter
Kelly Liu
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Send a bulk invite to Twitter users to join your community
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Use Zapier to track Medium articles that mention your community
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Community ops
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Use Zapier to track meetings scheduled with Calendly
Kelly Liu
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How to use Orbit Slack notifications to support Community, Sales, and Product teams
Kelly Liu
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All the ways to explore your community in Orbit
Kelly Liu
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Engagement
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Thank first-time GitHub contributors
Kelly Liu
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Ways to celebrate member milestones
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Identify members who have not done a specific activity
Kelly Liu
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Identify members that reached a community milestone
Kelly Liu
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Celebrate milestones to increase member engagement
Kelly Liu
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Send a Twitter DM using Orbit
Kelly Liu
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How to monitor engagement for a group of members
Kelly Liu
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Onboarding
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Warmly welcome new members
Kelly Liu
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Welcome new members to Slack or Discord
Kelly Liu
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Recruit coworkers to connect with the community
Kelly Liu
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Identify notable members to welcome
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Connect new members with current community members
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Product
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Get insights from your product and community data in Orbit
Kelly Liu
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Use Zapier to send product events from Segment to Orbit
Kelly Liu
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Re-engagement
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How to track re-engagement efforts
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Ways to re-engage inactive members
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Identify inactive community members
Kelly Liu
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Bring recently inactive members back into your community
Kelly Liu
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Running events
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Build an invite list for an event
Josh Dzielak
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How to record event attendance
Josh Dzielak
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Supporting the business
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Share community-qualified leads (CQL) with sales
Martyn Davies
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Use a community-conscious approach to account-based selling
Cole Feldman
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Add Members to any CRM using Zapier
Martyn Davies
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Champions Programs
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Defining program goals and the ideal member profile
Patrick Woods
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Introduction to Champions Program Management
Patrick Woods

Playbooks

Please visit

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Playbooks show you how to get common community jobs done using the Orbit application, often in combination with other tools and resources. Each playbook goes step-by-step and is based on wisdom from experienced community builders.

📘
All the ways to explore your community in Orbit
📘
Bring recently inactive members back into your community
📘
Build an invite list for an event
📘
Celebrate milestones to increase member engagement
📘
Get insights from your product and community data in Orbit
📘
Get the right community data into your workspace
📘
Grow your community using Twitter
📘
Share community-qualified leads (CQL) with sales
📘
Use a community-conscious approach to account-based selling
📘
Warmly welcome new members
📘
Welcome new members to Slack or Discord

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