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What is an 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 Yes

  • Options available in the 3 dot menu when the Status in Live and Being Used is No

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How to Create an Outreach Blueprint?

Click the Create Blueprint Button on the Outreach Blueprint landing page

Create Outreach Blueprint Page

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

What Channels should be configured for this blueprint?

The channels chosen here will be available in the Outreach Manager if added as part of the blueprint. Pre-defined fields have been added to each of these channel options to reduce the need for writing code. Each channel can be configured using a separate tab in the Outreach Manager.

Outreach Properties Editor:

This section is only required if we need to extend the fields beyond what has been pre-defined. This is a JSON editor. Javascript knowledge would be required to use this field.

Once the Blueprint is saved, choose “Activate“ from the 3 dot menu to make the Blueprint Live.

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