Course overview

This course introduces users to dashboards and audiences functionality in the Orbit marketing platform. Learn how to create and explore your visualisations to identify key insights and analyse and interrogate your data with filters and drill-downs in dashboards. We'll create targeted audience lists, either directly from your dashboards, or manually by using standard inclusions and exclusions with 'and/or/not' logic. We'll make use of interactive visualisations and workbook tools to examine and understand your customers and their transactional behaviour and find lookalikes.

Who is it for?

This course is perfect for beginners, intermediate and advanced marketing professionals.

What's included?

Full course documentation is available, and the course is entirely hands-on, with practical exercises to reinforce learning. Learners who attend the live training will receive a certificate on completion.

Course format

This course is available live and on-demand. The live course consists of 2 online sessions of approximately 3.5 hours each. Once you have purchased the on-demand course, you have 30 days' access to course content.

For private training please contact the training team directly

What you'll learn
What you'll learn


  • Navigating Orbit

  • Drilling into data on a tile

  • Filtering from a tile

  • Refining dashboard tiles

  • Adding user filters

  • Considerations for creating an audience

  • Logic position

  • Working with variables

  • Applying limits

  • Browsing and checking data

  • Finding audience lookalikes

  • Exporting an audience

  • Getting started

  • Adding filters

  • Working with visualisations