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Manage profile

3 minute read                                                                                                                         Advanced​

Glific introduces multiple profiles, enabling efficient and personalized engagement with beneficiaries where a single phone number is used by multiple end users. In this way, by segregating a single contact at the profile level, NGOs can significantly increase the impact of their work.

Sample Use Case​

To achieve the multiple profiles feature, We added a new node called Manage profile with two choices at the flow level.

  1. Create Profile creates a new profile for contact.
  2. Switch Profile allows you to change between profiles.
  3. Deactivate Profile enables the user to deactivate a profile associated with a contact, for the case where multiple profiles have been created for a contact.

Create Profile

  1. Here's a sample flow with minimal configuration for creating a profile in Glific

8

  1. The initial node is the Send Message node, where the contact is prompted to provide their details such as name, role, or age to create the profile

2

  1. The second node is the Wait for Response node with the result name demo_username. The response from the contact will be saved in this result and can be referenced as @results.demo_username.

3

  1. The third node is the Interactive Message, the user is presented with options to select their role, in the below sample case we have given the option to choose the role as student or teacher. 4

  2. Using the user information provided, the Manage profile node will create a user profile, and the relevant data will be saved in the result variables, accessible as @results.demo_username and @results.demo_role for future reference.

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  1. Finally, the Update Contact node will update the contact with the relevant contact variables.

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  1. Upon profile creation, a message will be sent using the Send Message node, notifying the contact that "your user profile has been successfully created!"

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Switch Profile

  1. Here's a sample flow with minimal configuration for the switch Profile profile in Glific

A

  1. The first node is the Send Message facilitates users in switching between different profiles by using the @contact.list_profiles to display all available user profiles.

B

Here's how the contacts will look like:

photo

  1. The second node is the Wait for Response node where each profile will be numbered. The response from the contact will be saved in the result and can be referenced as @results.profile_index

c

  1. We'll use the Manage Profile node to switch the user profile based on their response, using the @results.profile_index.

photo

  1. Once the switch is completed successfully, a message will be sent to the contacts using the Send Message node, notifying them that their profile has been successfully switched to @contact.fields.demo_username.

e

Deactivate Profile

Key points to note -​

  • Deactivation: This feature deactivates a user profile, removing it from the UI and @contact.list_profiles. While the profile and its flow history are no longer visible, all details are stored in the BQ database for future retrieval.

Before deactivation of profile_name: test_profile_1

Screenshot 2025-06-30 at 5 58 03 PM

After deactivation of profile_name: test_profile_1

Screenshot 2025-06-30 at 5 59 29 PM
  • This feature does not support the deactivation of the default profile. All other profiles associated with the contact, except the default profile, can be deactivated.
  1. Here's a sample flow with minimal configuration for deactivating a profile in Glific.
Screenshot 2025-06-30 at 4 01 28 PM
  1. The first node is Send Message which provides the users with a list of profiles using the @contact.list_profiles to display all available user profiles associated with the contact.
Screenshot 2025-06-30 at 4 26 50 PM

Here is the list of contacts before deactivating any profile(s):

Screenshot 2025-06-30 at 5 56 01 PM
  1. The second node is the Wait for Response node where each profile will be numbered. The response from the contact will be saved in the result which can be referenced as @results.profile_index_2
Screenshot 2025-06-30 at 4 28 43 PM
  1. We will then use the Manage Profile node to deactivate the user profile based on their response, using the @results.profile_index_2
Screenshot 2025-06-30 at 4 29 53 PM
  1. Once the deactivation is completed successfully, a message will be sent to the contacts using the Send Message node, presenting the list of all the current user profiles using @contact.list_profiles associated with the contact, post the deactivation of the selected profile.
Screenshot 2025-06-30 at 4 30 21 PM

Here is the list of contacts after deactivating tanu123’s profile:

Screenshot 2025-06-30 at 5 54 54 PM

Upcoming Features-​

  1. Visual Cues for Profile Identification in Profile Listing View. This feature introduces visual indicators in the profile listing view, allowing users to easily distinguish between the current active profile and the default profile for a contact with multiple profiles.

    a. Current Active Profile: Refers to the profile the contact is currently switched into from their list of associated profiles.

    b. Default Profile: The original/first profile created for the contact. It acts as the primary profile upon which additional profiles are built.

  2. Contact Deletion as a Consequence of Default Profile Deletion. Since the default profile of a contact is treated as the 'primary profile', using this feature – if the user opts to delete the default profile, it would result in the contact being deleted. This action will require explicit user confirmation, as it is irreversible.

Tags

Multiple profiles, create profile, switch profile, manage profile, update contact, Interactive Message