Collections

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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

The UI of the platform is updated since the recording of the video. The functionalities shown remain the same.

Create a Collection

1. Click on the Manage in the left panel of the Glific screen. Click on Collections to access the collections page

2. Collections page will open up. Click on the +Create to create a collection

Assign staff to a Collection

3. 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.

4. Verify the collection created on the collections page.

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.

Send a message to the Collection

1. Send a message or start a flow with all contacts of a group. Go to Chats page and click on collections icon from the right hand menu.

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 up arrow and go to 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

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.