Keep every account current

IntermediateLabBlueprintsVersionsSet up every client with Blueprints · Step 6 of 7

Estimated time · about 10 minutes|Required · Partner Center admin access, Your own Blueprint, applied to at least one account

Outcomes

✓Create a new version of a Blueprint from its model account

✓Choose which version new applies use

✓Find the accounts that are out of sync, and move them forward or back

✓Plan around campaigns, which a later apply never updates

Every update is a version

A setup keeps improving after you roll it out. You sharpen the AI Receptionist's instructions, add a follow-up, or adjust a form. Make the change on the model account, then update the Blueprint: the update captures the model account again and creates a new numbered version.

One version is always current, and every new apply uses it. Accounts that already received the Blueprint stay on their version until you move them.

Labpublish a new version

Make one change on your model account, such as a line in the AI Receptionist's instructions. Then go to Partner Center → Accounts → Blueprints → My blueprints, and open your Blueprint.

1. 1.Select Update blueprint, and confirm that a new version will be created.
2. 2.Open the Version history tab.
3. 3.Find the version you just created at the top, marked Current, and read the components it changed.

That version shows who updated it and when, the components added and removed, and how many accounts run it.

Set the current version

On any version that is not current, Make v{N} current points every future apply at that version. It changes no account and deploys nothing.

Use it to stage a rollout: test a new version on a few accounts, then make it current once it proves itself. Use it to pause one, too: when a new version has a problem, make the previous version current so the problem reaches no more accounts while you fix it.

See who is out of sync

The Applied accounts tab lists every account the Blueprint reached, with the version it runs. Summary cards across the top count each status and filter the list when you select one:

Status	What it means
Up to date	The account runs the current version
Out of sync	The account runs an older version, and the row shows the version available
Failed	The last apply did not finish, and the error details say which components failed
Applying	An apply is running now

To move one account forward:

1. Select the Out of sync card.
2. Open the ⋮ menu on the account's row.
3. Select Apply latest version (v{N}). The label shows the version the account moves to.

To move many accounts at once, select their checkboxes and open Actions:

• Re-apply to latest version moves them all forward.
• Roll back... moves them to the version you pick.

A selection holds up to 100 accounts.

What a roll back leaves in place

Rolling back applies an earlier version, and an apply only adds and updates. The earlier version's components return, and components that a later version added stay on the account until you remove them by hand.

Plan around campaigns

Campaigns are created on an account the first time a Blueprint reaches it, and a later apply never updates them. Every upgrade, roll back, or re-apply to that account reports the campaign as failed, even when every other component landed.

Keep campaigns in a Blueprint of their own. The Blueprint you version often then upgrades cleanly. To change a campaign on an account that already has it, edit the campaign on that account.

Knowledge Check

Three quick questions on versions, out-of-sync accounts, and what a roll back leaves behind.

Congratulations, you completed this step!

Set up every client with Blueprints · Step 6 of 7

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