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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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

‣

Activities

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Intro to activities

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Create an activity type

‣

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

‣

Reports

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Create a custom dashboard

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Drill down into reports

Kelly Liu

📙

Quickly build an activities chart

Kelly Liu

📙

Understanding sentiment analysis

Martyn Davies

‣

Automations

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Workflows

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Webhooks

Martyn Davies

📙

Set up a manual webhook

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Set up an automated webhook

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Slack notifications

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Automations [deprecated]

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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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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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‣

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

Martyn Davies

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inSided integration

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LinkedIn integration

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Reddit integration

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Salesforce integration

Martyn Davies

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Slack integration

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Stack Overflow integration

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Twitter DMs integration

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Twitter integration

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Twitter keywords integration

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YouTube integration

Martyn Davies

📙

Zapier integration

‣

Tools

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Orbit API

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API tokens

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Slack App

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Stripe Dashboard application

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GitHub Chrome extension

‣

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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How is the new members table different from the old members table?

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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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