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YouTube integration
new
Integrations
Our official YouTube integration how now been released for workspaces on our Growth, Premium and Enterprise workspaces.
Using this integration you can import comment activities from any of the public videos on your channel(s).
youtube-updated-integration-modal
Historical import is included, so all your comment history will be brought in after you connect the integration for the first time.
If you have multiple channels, you can connect more than one YouTube integration to your workspace and use the
Activity Properties
in our Filters to differentiate between activity one channel or another.
Please note that _only the channel owner can add the integration_. Due to limitations with the YouTube API, Managers and Editors of channels do not have the appropriate permissions to do this.
Check out the full documentation for the integration in our shiny new Orbit Docs website.
Information for users of our previous Community/Ready-to-Connect YouTube integration:
This integration is no longer supported but you can continue to use it if you wish. Should you decide to switch over to the official integration, please stop your original integration first.
Filter members by organization attributes
new
If you’ve ever wanted to know what interesting organizations might be lurking in your community, give our new Organization Filters a whirl.
With these filters, you can identify members that are part of organizations of a specific type, industry, size, and age.
Screen Shot 2022-12-06 at 4
To start using this filter, head to the new Members Table design on your Member Tab and type “Organization” into the filters search box to get the full list of available attributes.
Check out the walkthrough below to see these filters in action:
To learn more about filtering by organization attribute, check out this doc:
Charts now have new colors and cleaner lines
improved
Sometimes it's the small changes that make your day... our charts now have bolder colors and straight lines so that your reports will be easier to read. Let us know what you think!
Screen Shot 2022-12-02 at 8
New Members Table Experience
new
improved
It's been a long time coming, but the members tab has finally gotten a makeover that makes it more powerful and easier to use. Check out the updates we made, including:
1) A new table design
that makes members easier to skim
2) New table columns
like Original Source (where the member first appeared) and Primary Email. Also removed table column for activity presence.
3) An upgraded filters experience
with
  • more filters
    , like Github Topics, Original Source, Organization traits, and whether members have a specific Linked Profile
  • more operators for each filter
    so you can now filter for members match any, match all, do not match, etc.
4) A more powerful table search bar
that you can use to search for members by name, email domain, email, linked profile, or organization.
5) A cleaner saved view experience
 so you can more easily save filters applied to the members table
Screen Shot 2022-11-29 at 6
You can see this new design under the Preview button on the Members Tab. We also have some resources below to help you get started:
If you need ideas of how to leverage the filters on the members table, check out these examples:
Use Webhook Actions to connect Orbit to... anything!
new
improved
For Developers
We've given Webhooks a facelift and created a new way to take advantage of the power that connecting Orbit to other apps and services can bring to your community management toolkit.
New Webhook Actions
We've added a manual webhook trigger
. This allows you to set up just about any external workflow you want and have it available as an Action in Orbit.
webhook-actions-list
Connect to low/no code platforms like Zapier, Pipedream, n8n and Make or create custom scripts of your own. If it can live at the end of a Webhook URL, you can now have it as an Action in your workspace.
Check out our guide on how to add members to any CRM using a manual webhook action and Zapier.
webhook-modal
Note: Webhooks have moved
Webhoooks can now be found in their own section of your Workspace settings. Any webhooks you previously created elsewhere in Orbit will now be found here.
We have also updated the Webhook Overview documentation, and created a new guide on how to set up manually triggered webhooks.
Charts now filter out extraneous tags
fixed
Some of you may have experienced this problem in Reports before: you wanted to make a chart to compare the behavior of people with tag A and people with tag B, but you couldn't make a chart with just these 2 tags visible.
I'm happy to say that now you can! In Reports, you can now compare the engagement among members with just your selected tags.
Here is an example of a chart you can now make:
Screen Shot 2022-11-16 at 6
Happy chart building!
Quickly build activity based charts for your reports dashboard
new
While you can build charts directly from the Reports tab, you don't always want to start from scratch. Now, you can create a draft chart directly from the Activities tab. Just click the Visualize button in the upper right corner and we'll automatically create an activity chart with your selected filters and timeframe that you can further edit. Add the chart to a custom dashboard when you're done - it's that easy.
Your filtered activity timeline:
Group 11 (1)
Your auto-generated chart:
CleanShot 2022-11-07 at 20
Create Contacts & Leads in HubSpot and Salesforce
new
Integrations
Plan: Premium
Our HubSpot and Salesforce integrations are now available for users on our Premium and Enterprise plans.
In this initial release, we've added the ability to create Contacts in HubSpot and Leads in Salesforce directly from Orbit.
Once you add either integration you will unlock a new Quick Action that can be performed either in bulk from the Member's view in Orbit:
hubspot-quick-actions-members-table-canny
Or, individually from a Member's profile using the new
Actions
button:
hubspot-actions-member-menu
You can find out more details in the Knowledge Base for HubSpot and Salesforce integrations.
There is more to come for both of these integrations, so if you want to try them out and you are not currently on the Premium plan, it is possible to get a 14-day trial directly from the Billing page in your workspace settings.
Drill down into your reports
new
Now you can drill down into a chart on your report and see which members/activities were part of it. Just go to the Reports tab, go to a chart you're interested in, and click on the View Members or View Activities button in the upper right corner of the chart. It will take you directly to the members list/activities timeline with the same timeframe and filters applied.
Check out the New members example below:
CleanShot 2022-11-07 at 20
CleanShot 2022-11-07 at 20
This drill-down button exists on charts in default reports and custom dashboards.
Send Twitter DMs directly through Orbit
new
Now you can directly send individual Twitter DMs to a single or multiple members of your community through Orbit. This makes it easier and less time consuming to:
  • Say hello to folks that you see pop up in your Orbit Activity Feed
  • Reach out to multiple folks for whom you have the same ask (ex. personally inviting folks to an event, asking people for product feedback)
  • Track which teammates have reached out to different members in your community (so you have context!)
Check it out on the Members tab or from a Member's profile and let us know what you think!
You can find out more details in this KB article or watch this Loom
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