diff --git a/docs/3. Product Features/10. Others/06. Collections.md b/docs/3. Product Features/10. Others/06. Collections.md index b1e4ef3d1..028e238e4 100644 --- a/docs/3. Product Features/10. Others/06. Collections.md +++ b/docs/3. Product Features/10. Others/06. Collections.md @@ -1,4 +1,4 @@ -> ### **2 minute read                                                                                                                         `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. @@ -9,15 +9,19 @@ Collections is a feature in Glific to keep one set of users in one place and use +
+ +_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) +Screenshot 2024-03-04 at 3 21 08 PM -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) +Screenshot 2024-03-04 at 3 22 24 PM ## Assign staff to a Collection @@ -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) +Screenshot 2024-03-04 at 3 23 22 PM 4. Verify the collection created on the collections page. -![image](https://user-images.githubusercontent.com/32592458/212642651-11617768-50b2-45f3-b143-198ea41dd91b.png) +Screenshot 2024-03-04 at 3 23 53 PM -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. +Screenshot 2024-03-04 at 3 25 00 PM -![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) +Screenshot 2024-03-04 at 3 25 35 PM ## 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. + +Screenshot 2024-03-04 at 3 26 09 PM -![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. +Screenshot 2024-03-04 at 3 27 13 PM -![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) +Screenshot 2024-03-04 at 3 27 55 PM 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) +Screenshot 2024-03-04 at 3 28 37 PM 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) +Screenshot 2024-03-04 at 3 29 01 PM 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) +Screenshot 2024-03-04 at 3 29 35 PM 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) +Screenshot 2024-03-04 at 3 30 31 PM 7 . Verify the message sent to the contacts +Screenshot 2024-03-04 at 3 31 05 PM -![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. +Screenshot 2024-03-04 at 3 31 32 PM -![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) +Screenshot 2024-03-04 at 3 32 15 PM -![image](https://user-images.githubusercontent.com/32592458/212643223-1c649747-ebcc-4313-97c8-c052775ba793.png) +Screenshot 2024-03-04 at 3 32 33 PM