What is Outreach Blueprint?
Outreach Blueprints provide organizations and internal resources with the ability to create and manage the blueprints that are offered when creating an Outreach Program. The blueprints will control the elements/fields that are displayed within the UI of Outreach Manager under the content of each channel type. These blueprints will allow for flexibility in configuration while also introducing reusability to the platform.
Outreach Blueprint Landing Page:
In the Project side Navigation menu, choose “Create“
In the Outreach section, choose Blueprints
If this is the first Blueprint created in the Project, we will be landed in the Empty State screen. Or if we have some Blueprints created already, the landing page will have the existing Blueprints in the List view.
Empty State:
List View:
3 Dot Menu:
In the List View, we can make use of the 3 dot menu to Edit, Duplicate, Delete, Copy Blueprint Id, and Activate the Blueprint. To use the 3 dot menu, hover over the 3 dot menu to view the options.
The available options in the 3 dot menu will differ based on the status of the Blueprint.
Options in the 3 dot Menu when the status in “Not Live“
Options available in the 3 dot menu when the status is “Live” and Being Used is No
Options available in the 3 dot menu when the Status in Live and Being Used is Yes
How to Create a 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