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Twitter followers filter
new
Orbit App
We’re happy to announce our new Twitter followers filter! A while ago, we started pulling back our “Reach” metric & you folks told us that being able to filter based on a user's Twitter following was actually very helpful. Well, we listened, you win, this is life 😊
A small caveat - Twitter follower counts are only updated when a member completes a Twitter activity. For members who are regularly active on Twitter this won’t be a problem, but less active members may fall out of sync.
image
New workflow action: Edit Fields
new
Orbit App
This new action allows updating the location, job title, Organization or affiliation (member/teammate) inside a workflow. Some example:
  • Assign all teammates to the Orbit organization, or vice-versa
  • Assign members from Brooklyn, or Harlem, to New York City (for easier filtering)
  • Assign members from Google France, Google UK, Google Singapore to Google (for easier filtering)
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New sortable columns on the Organizations table
new
improved
Orbit App
The table now shows how many
activities
are attributed to each Organization, how many
activities occurred in the last 30 days
, and how many
unique active members
.
What’s better? You can also sort the table by these new columns.
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Reports improvement!
improved
fixed
Orbit App
Line charts in Orbit have been improved! Before, for future weeks along the x-axis, we'd show values as 0 which could potentially seem a bit alarming (à la "Why did my community activity completely drop off here??")
Now, when viewing your line charts for 3+ month views (and grouped by Week), you'll clearly see where the weeks up to now end and the future weeks begin.
image
Create custom statuses for your task lists
new
Now you can customize the Status property on lists in your workspace to work better for your community tasks. You can use the Status property to keep track of:
  • RSVPs
  • who on your team is assigned to a particular member
  • types of swag to send out
and more.
Screenshot 2023-02-23 at 4
Click the
Edit
button on your list to edit and create new statuses.
Resources
Get answers to more questions using the new AND operator
new
It is now possible to use the AND operator to filter for multiple activity types on the Members Table. This seemingly simple change unlocks massive opportunities to get more done in Orbit because you can now get answers to questions like:
  • Who has joined my Discord and has not sent a message to the intros channel yet?
  • Which of my recent event attendees aren’t on our Slack yet?
  • Who has reached my Community Contributor milestone this month - with at least 5 posts, 10 replies and 2 tweets?
Being able to filter for multiple activity types will help you find all sorts of work that can help you grow your community, run events, re-engage member, and better support your product and sales teams.
Just select the activity type filter from the filters dropdown each time you want to filters on Activity X AND Activity Y.
Screenshot 2023-02-20 at 9
Resources
Additional attribution fields for HubSpot Contacts
improved
Integrations
Users of our HubSpot integration can now take advantage of some additional custom fields on Contact records geared towards creating more granular reporting.
Being able to understand which Contacts created via Orbit ultimately turned into deals is great for Community ROI, and you can do this today.
The latest update to our HubSpot integration adds two additional fields to new Contact records:
  • Original Community Source
    is a record of where the first community activity for that member took place. It reflects the
    First Active
    source from their Orbit Member profile
  • Orbit Level
    takes the Orbit Level (1-4) of the member at the time their Contact record in HubSpot is created.
Using these fields in your attribution reporting allows you to create breakdowns of the Community Sources that have led to the most Contacts, and ultimately associated Deals, that have been created so you can spot particular platforms or parts of your community that drive deals.
Similarly, breaking down Contacts that led to Deals by Orbit Level will give you insight into what level members typically reach at the time they meed your CQL (Community Qualified Lead) criteria.
The update is available now. Existing users should head to the HubSpot integration settings in Orbit, and make sure to upgrade to take advantage of these new fields.
CleanShot 2023-02-10 at 12
A better Global Search experience
improved
We've added a few enhancements to make Orbit's top level search bar experience far better than before.
Screenshot 2023-02-07 at 1
1) Your search results are now more accurate. We have improved our search query processing so you can get smoother, more reliable search results.
2) With our revamped design, you'll now know why a result has appeared in your search.
3) You can now use the search bar with keyboard-only navigation
We hope these changes will make your experience with our app more enjoyable and efficient. As always, let us know if you have any feedback or questions.
Did you know?
You can use the top level search bar to search for members by their name, email, usernames, organization, personal website, and notes content. Give it a whirl and let us know how it goes.
Resources
New filter: Organization Estimated Annual Revenue
new
Now you can filter for members based on the estimated annual revenue of the organization they belong to.
This filter can help you:
  • find members to pay attention to in your community
  • more easily identify community qualified leads for the sales team
Screenshot 2023-02-08 at 8
Use the filter to create a list of members for your team to contact or export a CSV to use outside of Orbit.
Resources
Mark an Organization as a customer via API
new
Understanding which of your customers are present in your community is incredibly valuable information, especially when it comes to revenue attribution and ROI from community efforts.
We released the ability to sync customers from HubSpot in December 2022, and today we are excited to announce that
you can now update customer specific information on Organizations in Orbit via our API
.
This means that you can now take new customer information from
any
CRM system and sync it against the Organizations in your Orbit workspace using your own custom scripts, webhooks or low/no code applications such as Zapier or Pipedream.
CleanShot 2023-02-08 at 17
By adding this information you can unlock the ability to:
  • Understand which Organizations are customers (or other lifecycle stage), and which community members work for those customers.
  • See the date they became a customer, and what community engagement came before that point.
  • Identify which colleague is the account owner for that customer, so you can offer additional support in the deal process.
  • Create a direct link between an Organization profile and the associated profile in your CRM for easy access.
CleanShot 2023-02-08 at 17
Having this data in Orbit allows you to understand what impact your community effort had on their decision, in addition to knowing how engaged in the community an organization was, and what activities they performed before signing up with you.
CleanShot 2023-02-08 at 18
Any Organizations and their associated members will be identified by a special 'C' check mark next to their name so you can visually identify them in the Orbit UI. You'll also have the ability to use 'Customer/Not a Customer' attributes as part of your filtering options.
Check out our API documentation to learn more about the new fields available.
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