This article provides a comprehensive overview of Action Blueprints within the Alpine platform.
What Are Action Blueprints?
Action Blueprints are reusable data entry forms that Admin users create to standardize how actions are entered into Alpine. These Blueprints help your team capture consistent, high-quality fundraising data by guiding users through the entry process using required fields, pre-populated campaigns, and custom validations.
Ensure your data is accurate, complete, and aligned with your organization’s standards—from day one.
Why Use Action Blueprints?
Key Benefits
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Improved data quality – Consistent standards reduce errors and cleanup time
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Time savings – Less time spent on data correction, more time building donor relationships
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Better reporting – Accurate, consistent data leads to reliable insights
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Guided workflows – Clear prompts make data entry faster and more intuitive
Who Can Use Action Blueprints?
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Blueprint Creation: Admin users only
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Blueprint Usage: All users of the Alpine platform who have been granted data entry permissions, including Admins, Entry-Only users, and Entry-Only Plus users.
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Pricing: Included in your core Alpine platform at no additional cost
When to Use Action Blueprints
Utilize Action Blueprints whenever your team is entering actions that affect fundraising tracking, reporting, or compliance. These Blueprints are particularly effective in ensuring that essential campaign data and fields are accurately captured and not overlooked.
Key Components
Action Blueprints consist of three essential components: Categories, Specific Campaigns, and Action Fields.
Categories: These ensure that campaigns are organized into specific groups, such as Donation Type, Funds, and Appeals, which helps streamline data entry.
Specific Campaigns: This feature allows for the automatic pre-population of frequently used campaigns, saving time and reducing the risk of errors.
Action Fields: These fields allow for the inclusion of custom data types, such as text, numbers, or dates. You can specify which fields are required and which are optional, tailoring the Blueprint to meet your organization's specific data needs.
Note: Every Blueprint must include at least one campaign requirement.
Related Articles
Create, Edit, Copy, and Delete Action Blueprints
How to Apply a Blueprint to a New Action
Need help getting started? Contact your Customer Success Manager for assistance with setup and best practices.