A practical introduction to MDP functionality

Purpose

This document is written for individuals and associations new to the Wicket Member Data Platform (MDP). It is delivered in a problem set format to provide a low-risk, guided exploration of the platform, and to increase familiarity with MDP core features and modules.

This document can be copied and shared freely, and is applicable to both staging and production MDP environments.

We encourage you to use this problem set as a learning tool at various stages of your association’s deployment of the Wicket MDP. For example, the problems presented here provide valuable foundational knowledge in the first weeks and months of onboarding and discovery. Developing this knowledge and experience early on helps inform important data migration and configuration decisions. Key staff can use the document to explore the MDP and gain hands-on knowledge of its features, which ultimately leads to a more efficient, focused discovery process.

Leading up to and following launch of your production MDP environment, this document can also be used to provide an orientation and initial training for staff at your association who will be using the MDP admin functionality. We believe there is no better way for staff to develop confidence with the MDP than through the hands-on experience and exploration covered in these problem scenarios.

As an added feature, this problem set includes a full solution guide, allowing users to check their understanding and approach against the recommended solutions provided here. Where applicable, the solution guide includes links to our public Wicket support knowledge base, where many topics are explored in greater detail.

We hope that this guide provides a valuable framework for your understanding and use of the Wicket MDP. We’re confident that it will accelerate your association’s journey to seeing the benefits of a Wicket-connected ecosystem.

Problem Set

Record creation

From within the Wicket MDP, create a new person record with a name and email address of your choosing

Adding or editing profile information

On this new record, add an address and set it as primary
Add a phone number and set it as primary
Add two websites, and then delete one of them

Creating and managing to-dos

Add a to-do on the person record, assigning it to yourself
Edit the to-do, adding the comment “Add person to group”

Creating and managing tags on records

Create two new tags and add them to the person record
Remove one of the tags from the record

Memberships

Add a membership tier of your choice to the person record
Set the start date to Jan-01-1990 and end date to Dec-31-2050

Record creation

From within the Wicket MDP, create a new organization record with a name and type of your choosing

Relationships

Add a person to organization relationship between your two new records and set the start date to Jan-01-2000 and end date to Dec-31-2050

Filtering

From the people filtering view, filter people records to display only those with the tag that you previously applied to your record
Remove the tag filter
Apply a new filter to show only people records that have unconfirmed accounts
Remove the filter
Apply a new filter to show only people with memberships that end on Dec-31-2050

Exports

With the membership filter still applied on the people filtering view, export and download a “Memberships” file for the returned users. Your user should be included.

Searching

Using the search bar, search for your previous person record and navigate to it
Using the search bar, change the filtering to return only organizations
Search for the organization you previously created and navigate to it

Groups

Locate and navigate to the Wicket groups module
Within the groups module, create a new group
Add your previously created person record to the group with a start date of June-01-2020 and no end date
Within the group you created, click on the user’s name to navigate directly to their profile.
Navigate to your previously created to-do and mark it completed
While still on the person record, find the section listing the user’s groups
Export this person's group list

Touchpoints

Navigate to the Wicket "Insights" module (formerly Touchpoints) and select Touchpoints
Apply date range filtering with a start and end date that include the last 7 days
Export the touchpoint list.

Segments

Navigate to the segments module
Create a new segment for people records that is dynamically updated
Set access to all admins
Create a rule to segment all people with the first name used on your previously created record. Preview the results
Update your segment by adding a second rule. Segment all people with your supplied first name and whose memberships end on Dec-31-2050. Your previous record should be included
Process the segment
Create an action for this segment to Tag matching records
Set the status to active and save the action
Navigate to your previous record and confirm that the tag is now present
Change the first name on your record, save and reload the record
Confirm that the tag is now removed