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      How to Apply a Blueprint to a New Action

      This article provides a step-by-step guide on utilizing Action Blueprint for entering Actions into your Alpine database.

      How to Use Action Blueprints

      To add an Action to Alpine using a Blueprint, follow these steps:

      1. Click the "Action +" button to initiate the process.

      action_blueprints_action_button

       

      2. From the dropdown menu, select "Add Blueprint Action."

      action_blueprints_dropdown

       

      3. The "New Action" modal will open. Here, choose the desired Blueprint from the list provided.

      action_blueprints_apply_blueprint

       

      4. Fill in the essential details for your Action, including the Constituent, Action type, and Action date.

      action_blueprints_required_fields

       

      5. Select any applicable campaigns for your action as specified by the chosen Blueprint.

      action_blueprints_campaigns

       

      NOTE: Each Blueprint Action requires the selection of at least one Campaign per Category. For instance, if the Blueprint specifies three required Categories, you must select a minimum of one Campaign from each of those Categories.

      6. Enter the required information for the Action fields defined by the selected Blueprint; specific fields may vary based on the Blueprint's settings.

      action_blueprints_action_field

      7. After ensuring all necessary information is filled out, click the "Save" button to enter your data into Alpine.

       

      Related Articles

      Action Blueprints Overview

      Create, Edit, Copy, and Delete Action Blueprints

      Action Blueprints FAQ

      Action Blueprints Best Practices