Roll out to every account and location

IntermediateBlueprintsMulti-locationAccountsSet up every client with Blueprints · Step 5 of 7

Estimated time · about 10 minutes|Required · Partner Center admin access, A Blueprint in My blueprints

Outcomes

✓Select every account in a business category in one apply

✓Apply a Blueprint to every location in a multi-location group

✓Bring accounts you set up by hand onto a Blueprint

Every account in a business category

The apply wizard you used for one client works the same for 20. On Select targets, a Business categories filter narrows the list to every account in one category, ready to select at once.

Every selected account receives the same setup in one pass.

Try it now

See how many accounts one apply can reach:

1. Go to Partner Center → Accounts → Blueprints → My blueprints.
2. Open the ⋮ menu on your Blueprint, and select Apply to.
3. Select Add filter → Business categories, and choose the category your Blueprint serves.
4. Count the accounts in the list, then leave the page without applying.

Every location of a brand

A business with several locations is a multi-location group, and each location is an account of its own. On Select targets, choose Multi-location groups and select the group. Every account under it receives the Blueprint, so each location answers, tracks, and follows up the same way.

Select several groups to set up several brands in one pass.

Accounts you set up by hand

Applying only adds and updates, so a Blueprint works on accounts that are already running. The locations you set up one by one before you had a Blueprint can all receive it now, and nothing they already have is removed.

Knowledge Check

Three quick questions on business categories, multi-location groups, and accounts already set up.

Congratulations, you completed this step!

Set up every client with Blueprints · Step 5 of 7

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