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Collections

2 minute read                                                                                                                         Beginner

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 in one go.

Video Tutorial

Create a Collection

  1. Click on the Staff Management icon from the left bottom of the Glific screen. Click on Collections from the menu pop up.

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  1. Collections page will open up. Click on the +Create Collection

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Assign staff to a Collection

  1. Add details of the Collection

    1. Title
    2. Description
    3. Assign staff members to the collection who will be chatting with the contacts in the collection.

Click on save after adding the details.

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  1. Verify the collection created on the collections page.

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  1. Perform several actions from the collection tile just created.

    1. View details of the collection.

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Add beneficiaries to Collection (Manually)

b. Add contacts to the collection. From Add contactspop up, select the contacts from the dropdown and click on the Save button.

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Send a message to the Collection

  1. Send a message or start a flow with all contacts of a group. Click on collections icon from the right page from chats screen.

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2 . Click on the collection to which you want to send a message or HSM template.

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3 . Type the message in the Type a message box and Clink on send Icon.

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or

click on the templates button to select the approved HSM template.

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4 . Variable input box will open up. Enter the variable and click on Done button

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5 . Message will appear in message input box. Click on send icon to send the HSM template to all contacts in the selected collection.

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6 . A contact status message popup will open up. Click on OK, send button to send the message.

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7 . Verify the message sent to the contacts

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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.

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Start a flow for the Collection

1 . Click on the arrow icon next to the collection name.

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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.

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