4 minute read
NGO users can see the contact profile and access history from the Glific interface, when there is a requirement to check the same. It could be used for personalized interactions, data-driven decision making, improving support etc.
View Contact profile
1 . Login to the Glific and click on the chats tab from the left panel.
2 . Search the contact from the name of the contact or phone number from the right panel.
3 . From the top bar click on the down arrow (next to the contact name) and click on
View contact profile link
4 . Contact profile page will open up. You can check the below details of contact.
i) Name - **_Contact Name will be shown in chat screen and view profile page screen is the one which is set in the flow with_ `@contact.fields.name` **_variable, by the contact. If the name is not updated with the_ `@contact.fiels.name`**_variable, the name will be picked from_ `@contact.name`**_(WhatsApp name set by the contact) variable._**
ii) phone number
iii) Provider status / Optin Staus - ( _if contact is optin and can receive HSM templates_)
iv) Language - ( contact's preferred language). NGO users also can change the language and save it to update the language preference of contact.
Create New Profile
1 . Create a new flow and ask a question, the contact if he/she wants to create a new profile.
2 . If contact press 1. As contact to provide their profile attributes like name and role
3 . Once the contact share the details use the node with the name
manage profile and add the details to the profile.
4 . It will return success or failure. If it returns success add the values. in the contact variables.
Output after executing the flow (Create User)
Access Old Profile
To access the old profile or the profile just create.
1 . Enter option 2 (Switch to the existing user) in the first node created
2 . Use
@contact.list_profiles to show all profiles that exist for this phone number.
3 . Use the
manage profile node to switch the user profile
4 . On success, access the profile contact variables with
On Failure ask the contact to choose the option again.
Output after executing the flow (Switch User)
User profile 1.
User profile 2
Multiple Contact Profiles with same phone number
It has been observed in some cases, beneficiaries have one phone number and there is more than one person who needs to have their profile created to access the Chat.
In Glific we have introduced a multiple profile feature, which will help more than one person to create their profiles and use the chatbot to access the information with one phone number.
Below are the steps on how to implement multiple profile features in your flow.
Advanced Feature Webinar
View Contact History
1 . Scroll down the contact profile page.
2 . Click on the
show more button to see the older history of the contact.