Skip to main content

Client Workflow for Group Matching

The objective of this resource is for clients to have a better understanding of the group match product journey from a client perspective.

Patritsiya Kostadinova avatar
Written by Patritsiya Kostadinova
Updated over 3 years ago

Frequently Asked Questions

Find all of your answers to common questions related to running engagements and our platform in Orbiit Most Commonly Asked Questions.

How It Works

Client Journey

  1. Curated Audiences: Segment your audience based on custom filters.

    • Example: Event attendees, Paid members, Healthy customers, Functional leaders

  2. Seamless Logistics: Orbiit handles email communication, the video platform, scheduling, and reminders.

  3. Activate Groups: Orbiit will send you a CSV of the predetermined groups based on the matching criteria questions. You will have 48 hours to edit/adjust groups before they are locked in and invites are sent.

  4. Guided Conversations: Choose from our extensive topic library or DIY. Participants will have access to the conversation guide through the calendar invite.

  5. Robust Insights: Measure impact and review feedback from group conversations in the Orbiit dashboard.

Participant Journey

See workflow here.

💫 Orbiit Benefits

  • Connect at scale. Save significant time and resources connecting the community automatically, instead of manually.

    • At <<insert client name>>, we've prioritized connecting our members over chats for a long time, but the logistics of the experience take up significant time and are not scalable. Orbiit will feel like an extension to our team, and their backend handling of the group matching will free up time to think creatively and focus our efforts on growing community engagement.

  • Custom matching. Clients have the ability to set tailored matching parameters for well-curated groups.

    • Match based on relevant goals

    • Match based on experience levels, function, and industry

    • Match based current challenges and time-sensitive topics

  • Scheduling automation. Calendar invites are sent out over email with group introductions. Participants have full edit access to reschedule.

    • Orbiit automatically schedules the calendar invites so you can have peace of mind your groups are connecting seamlessly.

  • Track feedback and get insights into your member’s conversations.

    • After conversations take place, members are prompted to complete a feedback form and those results are filtered directly into the platform.

    • Access top discussion topics, testimonials, NPS, and more quantitative data points.

✏️ Orbiit Group Match Use Cases:

🔢 Best Practices

  • A minimum of 3 touchpoints. Sending 1 to 2 messages through 1 medium isn’t enough. For the highest engagement, vary the channels (newsletter, personal email, community forum) and time of day.

  • Over-communicate value-driving stats and benefits. Readers need to be reminded of the value and benefits of the program. Include testimonials, NPS, and match rating metrics in the email and announcement communications to drive interest.

  • Quality over quantity. We always recommend controlling the quality of engagement, rather than the volume. Be strategic about your Orbiit match rounds and layer them in with your overall programming strategy. You can have a million events and networking options, but if they don’t result in deep connection with valuable results, people are less likely to return, renew, or refer.

  • Scheduling and cadence are key. The key to real engagement is making sure it’s scheduled for the same time every month and truly incorporated into the member's overarching experience.

  • Add an Orbiit calendar view to your professional cadence so you can easily visualize when your next round should take place, when conversations are happening, and when you can expect feedback.

💡 Explore this article for more best practices.

📄 PDFs

Did this answer your question?