...

• Options available in the 3 dot menu when the Status in Live and Being Used is Yes

How to Create an Outreach 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