How Blueprints work

IntermediateVideoBlueprintsAccountsSet up every client with Blueprints · Step 1 of 7

Estimated time · about 10 minutes

Outcomes

✓Name the three building blocks of a Blueprint: the source account, its components, and its versions

✓Say what a Blueprint can carry to an account

✓Tell your own Blueprints apart from Blueprint Templates

✓Say what applying a Blueprint changes on an account, and what it leaves alone

One setup, captured once

A new client account starts empty. The setup that makes it useful sits mostly out of the client's sight: custom fields, pipelines, follow-up automations, forms, and the instructions behind an AI Receptionist. A Blueprint captures that setup from one account and applies it to any other, in one pass.

Three ideas carry most of the feature. Flip each one:

Source account↘

Source account

The account a Blueprint is captured from. You build the setup there once, and the Blueprint copies what it finds. Updating the Blueprint captures the source account again.

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Component↘

Component

One captured piece of setup: an AI Employee, a pipeline, a campaign, an automation, a form. You choose the components when you create a Blueprint, and again each time you apply it.

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Version↘

Version

Each update creates a numbered version: v1, v2, v3. One version is current, and every new apply uses it. Accounts stay on the version they received until you move them.

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What a Blueprint carries

A Blueprint carries the setup that lives on an account:

• AI Employees, their capabilities, and their tools
• Web chat widgets and settings, and forms
• CRM custom fields, custom objects, and field layouts
• Pipelines and lists
• Campaigns, email templates, and reputation templates
• Promotions
• Automations

Products are not on the list. Products are what you sell and activate on an account, and a Blueprint configures the products already there. The products a Blueprint uses are billed as usual.

The business's own details are not on the list either. Hours, service area, and how the owner wants to greet customers belong to each business, and you add them after the apply.

Your Blueprints and Blueprint Templates

Blueprints live in Partner Center → Accounts → Blueprints, on two tabs:

• My blueprints holds the Blueprints you have created, and copies of the templates you have added or applied.
• Blueprint templates holds ready-made Blueprints that Vendasta builds for specific industries, each marked Vendasta curated. You can add one to My blueprints, or apply it straight from the template.

What applying changes

Applying a Blueprint adds and updates. It never removes anything already configured on the account, so you can apply one to an account that is already partly set up.

Automations are set to the state they had on the source account. From a Blueprint Template, they arrive Inactive, so nothing reaches your client's customers until you review the automations and turn on the ones you want.

You can apply a Blueprint to one account, to many accounts at once, or to every location of a multi-location business.

Try it now

See what a template sets up:

1. Go to Partner Center → Accounts → Blueprints → Blueprint templates.
2. Find the template closest to a business you serve.
3. Select View details.

Knowledge Check

Three quick questions on what a Blueprint carries, what applying it changes, and what stays yours to do.

Congratulations, you completed this step!

Set up every client with Blueprints · Step 1 of 7

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