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How to Create an Outreach Blueprint?
Click the Create Blueprint Button on the Outreach Blueprint landing page
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Create Outreach Blueprint Page
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ID
This ID will be generated automatically after Save
Blueprint Title
This is the Name of the Blueprint and it will be used to identify the Blueprint. It will appear in the Blueprint listing screen
Blueprint Description
A short description of the Blueprint. This will also appear in the Blueprint listing screen
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What Channels should be configured for this blueprint?
What is it?
Detailed overview of what Outreach Blueprints are
Detailed Steps for creating an outreach blueprint
Outreach Blueprints landing page
empty state
list view
3 dot menu
Create new blueprint
Title
Description
Channel Selection
mention pre-defined fields and detail what is automatically included
Json editor
mention that this section is only required if you need to extend the fields beyond what has been pre-defined. To do this someone on the Professional Services team would need to assist.
Remind the reader that after the blueprint is saved, the user still needs to make it live from the 3 dot menu on the landing page