Skip to content

Commit

Permalink
added new screenshots
Browse files Browse the repository at this point in the history
  • Loading branch information
@mahajantejas
mahajantejas authored Mar 4, 2024
1 parent 6344b31 commit 1574ef6
Showing 1 changed file with 27 additions and 34 deletions.
61 changes: 27 additions & 34 deletions docs/3. Product Features/10. Others/06. Collections.md
View file
Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
> ### **2 minute read                             &nbsp                             &nbsp                             &nbsp                               `Beginner`**
> ### **2 minutes 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.

Expand All @@ -9,15 +9,19 @@ Collections is a feature in Glific to keep one set of users in one place and use
<iframe src="https://www.youtube.com/embed/CG6HLbCGW7M?showinfo=0" frameborder="0" allowfullscreen="true" width="800" height="500"> </iframe>
</figure>

<br/>

_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 `Staff Management` icon from the left bottom of the Glific screen. Click on `Collections` from the menu pop up.
1. Click on the `Manage` in the left panel of the Glific screen. Click on `Collections` to access the collections page

![image](https://user-images.githubusercontent.com/32592458/212642466-36daf22a-6be7-4292-a66b-51399ff753e8.png)
<img width="170" alt="Screenshot 2024-03-04 at 3 21 08 PM" src="https://github.com/glific/docs/assets/141305477/df6722f8-7097-493a-9822-13f31052bfdd" />

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

![image](https://user-images.githubusercontent.com/32592458/212642542-b00c2e8b-e8fb-4885-8c31-d303be7bbe17.png)
<img width="517" alt="Screenshot 2024-03-04 at 3 22 24 PM" src="https://github.com/glific/docs/assets/141305477/44f96275-6957-4f0e-b200-2145b6dd7c12" />

## Assign staff to a Collection

Expand All @@ -29,80 +33,69 @@ Collections is a feature in Glific to keep one set of users in one place and use

Click on `save` after adding the details.

![image](https://user-images.githubusercontent.com/32592458/212642592-dedac02b-71fa-4d6d-b437-45cd1debd66d.png)
<img width="488" alt="Screenshot 2024-03-04 at 3 23 22 PM" src="https://github.com/glific/docs/assets/141305477/b87ce028-49e8-4cca-8dc0-a9ba76e47307" />

4. Verify the collection created on the collections page.

![image](https://user-images.githubusercontent.com/32592458/212642651-11617768-50b2-45f3-b143-198ea41dd91b.png)
<img width="1264" alt="Screenshot 2024-03-04 at 3 23 53 PM" src="https://github.com/glific/docs/assets/141305477/85b4f680-4f5d-4bca-bd97-06a84971bcce" />

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

1. `View details` of the collection.

![image](https://user-images.githubusercontent.com/32592458/212642672-fd18bc96-5a88-4030-942d-bfb86a66cecd.png)

##

## 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.
<img width="1266" alt="Screenshot 2024-03-04 at 3 25 00 PM" src="https://github.com/glific/docs/assets/141305477/4f3de3fc-1ffd-44d6-82ae-47c16d0de9a1" />

![image](https://user-images.githubusercontent.com/32592458/212642755-d42f2e20-b610-41a4-b2e1-9ebd42c3677b.png)

![image](https://user-images.githubusercontent.com/32592458/212642838-de19e6ea-f1aa-4509-9bd9-ffa42bd0f7d3.png)
<img width="1273" alt="Screenshot 2024-03-04 at 3 25 35 PM" src="https://github.com/glific/docs/assets/141305477/c4c3d149-6b3c-4ad8-89b6-f0a0da5669ad" />

## 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.
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.

<img width="1466" alt="Screenshot 2024-03-04 at 3 26 09 PM" src="https://github.com/glific/docs/assets/141305477/730b2f3c-50ce-434f-85fa-7e8a0628f7da" />

![image](https://user-images.githubusercontent.com/32592458/212642875-0b8399dd-8a76-4a77-aef6-7999dbd769c3.png)

2 . Click on the collection to which you want to send a message or HSM template.
<img width="1302" alt="Screenshot 2024-03-04 at 3 27 13 PM" src="https://github.com/glific/docs/assets/141305477/a0665b24-30ca-4064-8aeb-3edc9f25fa1a" />

![image](https://user-images.githubusercontent.com/32592458/212642902-d2e7c2fa-3a20-47ac-a286-5b68954a6286.png)

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

![image](https://user-images.githubusercontent.com/32592458/212642931-ccb49449-6be9-4cb1-bacf-5332539a8cc9.png)
<img width="1306" alt="Screenshot 2024-03-04 at 3 27 55 PM" src="https://github.com/glific/docs/assets/141305477/6cbaa297-dffd-4e29-af5a-221d5a991af2" />

or

click on the `templates` button to select the approved HSM template.
click on the up arrow and go to `templates` button to select the approved HSM template.

![image](https://user-images.githubusercontent.com/32592458/212642963-f76e8e9e-9471-471f-863c-a43a9a7d9fb9.png)
<img width="1305" alt="Screenshot 2024-03-04 at 3 28 37 PM" src="https://github.com/glific/docs/assets/141305477/5cd940c9-5538-4654-8da0-b2e3770fc4fd">

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

![image](https://user-images.githubusercontent.com/32592458/212642985-6a57115e-bf94-46ed-badd-296ea967e8f5.png)
<img width="1305" alt="Screenshot 2024-03-04 at 3 29 01 PM" src="https://github.com/glific/docs/assets/141305477/e9637837-093d-452f-846b-75f0803c3824" />

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

![image](https://user-images.githubusercontent.com/32592458/212643013-6395e7ff-4698-4a27-bf4d-296dbf94b49e.png)
<img width="1301" alt="Screenshot 2024-03-04 at 3 29 35 PM" src="https://github.com/glific/docs/assets/141305477/7d3714b4-9ac8-4955-aabb-2e76ad535118">

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

![image](https://user-images.githubusercontent.com/32592458/212643053-8597381f-daba-4046-85c3-85efea28e33c.png)
<img width="1287" alt="Screenshot 2024-03-04 at 3 30 31 PM" src="https://github.com/glific/docs/assets/141305477/f140dd42-a44c-4746-b457-d71fea4f19e2" />

7 . Verify the message sent to the contacts
<img width="973" alt="Screenshot 2024-03-04 at 3 31 05 PM" src="https://github.com/glific/docs/assets/141305477/f56f58f6-e072-464f-aec9-228b837a0e9d" />

![image](https://user-images.githubusercontent.com/32592458/212643069-2ec68e41-6365-4e23-88aa-7297a8e41b37.png)

**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.

![image](https://user-images.githubusercontent.com/32592458/212643115-7786edc0-49c2-427c-91af-c50531fffd39.png)

## Start a flow for the Collection

1 . Click on the `arrow` icon next to the collection name.
<img width="1299" alt="Screenshot 2024-03-04 at 3 31 32 PM" src="https://github.com/glific/docs/assets/141305477/b63b6fd7-dea4-4358-bf67-90d2ce592fd5" />

![image](https://user-images.githubusercontent.com/32592458/212643146-29c218ff-0905-4430-9f34-7467375cc06f.png)

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.

![image](https://user-images.githubusercontent.com/32592458/212643173-72ce32ce-ef71-4940-9139-d51dafee9c4b.png)

![image](https://user-images.githubusercontent.com/32592458/212643202-924d265f-d5c8-4729-8335-fa341b69b17f.png)
<img width="1284" alt="Screenshot 2024-03-04 at 3 32 15 PM" src="https://github.com/glific/docs/assets/141305477/b300f28e-c893-46cf-9524-8dee4877d51e" />

![image](https://user-images.githubusercontent.com/32592458/212643223-1c649747-ebcc-4313-97c8-c052775ba793.png)

<img width="1053" alt="Screenshot 2024-03-04 at 3 32 33 PM" src="https://github.com/glific/docs/assets/141305477/eaeb9961-f517-423c-8047-7312d54b1439" />

0 comments on commit 1574ef6

Please sign in to comment.