Orbiit

Customize your forms to get tailored data on your community

Creating a Custom Question

Creating a New Engagement

Information around scheduling and cancelling your engagement.

Engagement Scheduling / Cancelling

Quick Access: Match Editing Feature Guide

Luuk Derksen

Patritsiya Kostadinova

Andrew Fiedler

To help you setup, manage, and run the best Engagements

Engagements

Selecting an Audience for your Engagement

Audience

In the Topic section, you will write your Invite/Reminder emails and Conversation Guide, and build your engagement registration form.

Selecting your Engagement Topic

Discussion Topic

Create a compelling case for community members to participate

Edit Engagement Topic Content

Optimizing for high opt-ins while registration is live

Emails

Engagement Registration (Opt-In) Link

Craft the right questions to capture key data on your community members

Edit Engagement Topic Forms

Pro and Premium clients can make updates to the feedback forms – removing questions, adding future discussion topics, and custom questions.

Feedback Form Questions (1:1 Match)

Feedback Form Questions (Group Match)

No-Chat Form Questions

Forms

Setting your Engagement Schedule

How to set up Recurring Engagements, including Auto-Pilot.

Recurring Engagement

Engagement Timezone, Scheduling and Timeslots

Schedule

Submitting your Engagement for Review

The rundown on where your engagement stands today.

Engagement Statuses

Statuses

Reuse the template of an existing engagement

Duplicating / Copying Engagements

Everything you need to know to turn your Engagement into a Recurring Engagement and automate your workflows.

Recurring Engagements

Repeat

Find answers and get help from Intercom Support and Community Experts

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