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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