The Groups feature in Wicket was developed to allow administrators to track Groups of Person records.
What problem is the Groups feature solving?
Prior to the Groups feature, Wicket admins may have needed to use the Organizations feature in combination with specific person Relationships. While this can work, there were gaps in the type of dates and other data that entities like committees, working groups, etc. need.
What are the use cases for the Groups feature?
Some common use cases for Organizations using the Groups feature are to track:
- Board of Directors
- Working Groups
Within each Group, a Start and End date can optionally be added. This allows administrators to track Groups with specific terms.
People records stored in Wicket can be added to Groups using Group Membership. These assignments are given roles within the Group, such as Chair, Member, Treasurer, etc. The list of roles is customizable to your needs. The Group Membership can also have a separate Start and End date from that of the Group. This is helpful for situations where a Group Member's term may be different than the Group itself.
Integrations with the Groups feature
As with most data stored in Wicket, Group Membership information can be synced to external integrations. For example, a person can be tagged as being a member of a specific group in Mailchimp or Constant Contact. This allows administrators to easily send campaigns to the active members of a specific group, or to all group members with a specific group role. For example, a campaign could be sent to all active Chairs across your Groups.
Article is closed for comments.