How are Collections used in Glific
Collections is a feature in Glific to keep one set of users in one place and use it to communicate with all users in that collection at one go. - 1 Minute read
Create a Collection
- Click on the
Staff Management
icon from the left bottom of the Glific screen. Click onCollections
from the menu pop up.
- Collections page will open up. Click on the
+Create Collection
Assign staff to a Collection
Add details of the Collection
Title
- Description
Assign staff members
to the collection who will be chatting with the contacts in the collection.
Click on save
after adding the details.
- Verify the collection created on the collections page.
Perform several actions from the collection tile just created.
View details
of the collection.
Add beneficiaries to Collection (Manually)
b. Add contacts to the collection. From Add contacts
pop up, select the contacts from the dropdown and click on the Save
button.
Send a message to the Collection
Send a message
orstart a flow
with all contacts of a group. Click oncollections
icon from the right page from chats screen.
2 . Click on the collection to which you want to send a message or HSM template.
3 . Type the message in the Type a message box and Clink on send
Icon.
or
click on the templates
button to select the approved HSM template.
4 . Variable input box will open up. Enter the variable and click on Done
button
5 . Message will appear in message input box. Click on send icon to send the HSM template to all contacts in the selected collection.
6 . A contact status message popup will open up. Click on OK, send button to send the message.
7 . Verify the message sent to the contacts
Note:- Due to some bug in the system, one cannot send a single session or HSM message to a collection that has more than 30 contacts in it. Please use start a flow instead to send a single message to test collection.
Start a flow for the Collection
1 . Click on the arrow
icon next to the collection name.
2 . Click on start a flow
menu item. Select the flow from the drop-down and click on start
button to start a flow for all the contacts in the collection.
Check also, How to add contacts from a flow chart in a collection.