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      Create, Edit, Copy, and Delete Action Blueprints

      This article provides a comprehensive guide on creating, updating, copying and deleting Action Blueprints in your Alpine database.

       

      Note: Only users with Admin permissions have the ability to create, modify, copy, or remove Action Blueprints. If you find that you do not have access to these features, please reach out to your CRM administrator for assistance.

      Overview

      Action Blueprints are customizable Blueprints designed to streamline the process of entering information and managing fundraising activities in your Alpine database. By utilizing these Blueprints, you can eliminate the repetitive task of filling out the same fields and applying identical Campaigns and notes. Instead, you can create Blueprints that incorporate your most frequently used data combinations, allowing for quicker and more consistent data entry whenever you need them.

      How to Create an Action Blueprint

      To create a new Action Blueprint:

      1. Navigate to the Settings page.
      2. Locate the "Action Blueprints" section.
      3. Click the "+ New Blueprint" button to open the "Create New Blueprint" modal.
      4. Name your Blueprint and provide a description. This description helps other users understand when to apply this Blueprint when entering actions into Alpine.
      5. Add either a Category or a specific Campaign to your Blueprint:
        1. Adding a Category includes all of its Campaigns as options when the Blueprint is applied.
        2. Selecting a Campaign means that the Campaign will be automatically added to the Action and cannot be removed when the Blueprint is applied.
      6. Add additional action fields to your Blueprint by selecting the type of data needed and checking the box to make the field required or optional.
      7. Click the "Save" button.

      Updating a Blueprint

      If you need to make changes to the criteria of an existing Action Blueprint, you can easily edit it by following these steps:

      1. Go the Settings page
      2. Locate the "Action Blueprints" section.
      3. Click the "Edit" (pencil) button under the "Action" column.
      4. Edit the Blueprint's name, description, pre-selected categories or campaigns, and Action fields as needed.
      5. Once you've finished editing, click the "Save" button to update the Blueprint.

      Deleting a Blueprint

      To delete a Blueprint:

      1. Go to the Settings page.
      2. Find the "Action Blueprints" section.
      3. In the "Actions" column, click on the "Delete" button.
      4. Enter the name of the Blueprint you wish to delete in the prompt that appears, and then click "OK" to confirm the deletion.

      Copying a Blueprint

      To duplicate a Blueprint:

      1. Go to the Settings page.
      2. Find the "Action Blueprints" section.
      3. Under "Actions," click the "Copy" button.
      4. Type the name of the Blueprint you wish to delete, then click "OK."

       

      Related Articles

      Action Blueprints Overview

      How to Apply a Blueprint to a New Action

      Action Blueprints FAQ

      Action Blueprints Best Practices

       

      If you have any questions or need assistance with setup and best practices, please reach out to your Customer Success Manager for support.