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Documentation

‣
Getting Started
📙
What is Orbit?
📙
Understanding the Orbit Model
📙
Orbit Glossary
‣
Workspaces
📙
Create an Orbit workspace
📙
Invite a teammate
📙
Enable SSO (Single Sign-On)
📙
Demo mode
‣
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
📙
Merge duplicate members
📙
Delete a member
📙
Add a tag to a member
📙
Add, edit, and delete notes on a member
📙
Add an activity to a member
📙
Mark profile as a teammate
📙
Send member to a webhook
Martyn Davies
‣
Activities
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Intro to activities
📙
Create an activity type
‣
Organizations
📙
Intro to organizations
📙
View an individual organization
📙
Identify an organization as a customer
‣
Reports
📙
Create a custom dashboard
📙
Drill down into reports
Kelly Liu
📙
Quickly build an activities chart
Kelly Liu
📙
Understanding sentiment analysis
Martyn Davies
‣
Automations
📙
Workflows
📙
Webhooks
Martyn Davies
📙
Set up a manual webhook
📙
Set up an automated webhook
📙
Slack notifications
📙
Automations [deprecated]
‣
Productivity
📙
Member lists
📙
Tags
📙
Manage tags
📙
Create a saved view
📙
Share a saved view
📙
CSV import for members and activities
📙
Using filters on the members tab
📙
Using filters on the activities and reports tabs
📙
Keyboard shortcuts
📙
Search
‣
Integrations
📙
All possible data integrations with Orbit
📙
DEV integration
📙
Discord integration
📙
Discourse integration
📙
GitHub integration
📙
HubSpot integration
Martyn Davies
📙
inSided integration
📙
LinkedIn integration
📙
Reddit integration
📙
Salesforce integration
Martyn Davies
📙
Slack integration
📙
Stack Overflow integration
📙
Twitter DMs integration
📙
Twitter integration
📙
Twitter keywords integration
📙
YouTube integration
Martyn Davies
📙
Zapier integration
‣
Tools
📙
Orbit API
📙
API tokens
📙
Slack App
📙
Stripe Dashboard application
📙
GitHub Chrome extension
‣
FAQ
📙
How are historic Discord imports handled after initial set up?
📙
How can I filter members to only see those with notes added?
📙
How does member enrichment work?
📙
How is the new members table different from the old members table?
📙
Is test data available to try in Orbit?
📙
What activities are tracked by each integration?
📙
What can I do if I imported a CSV with incorrect column headers?
📙
What's the difference between Activities and Tags?
📙
Why am I no longer designated as a teammate?
📙
Why are there differences between member counts on Orbit and Discord?
📙
Why can't I see the Plug & Play integrations?
📙
Why is my CSV file not importing?
📙
Will uninstalling an integration remove activities from Orbit?

New guides sidebar

Guides

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

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