Unlike a regular blueprint, which is suitable for an intermittent process, a continuous blueprint allows you to design a process that occurs without any pauses. For example, call scripting.
A sales organization wishes to create a continuous blueprint to help their sales reps with call scripts. The sales call is a process carried out in one go. The stages of the process are:
- Exchanging pleasantries
- A brief introduction to the product
- Pricing info
- Scheduling another call
- The prospect showing interest in the product
- The prospect saying that they are not interested
You can create a blueprint to guide a sales rep through a call by organizing the different stages in the call and displaying the scripts* to be spoken at every stage.
(*)To add a call script, simply include the script as a "Message" in the During Transition tab of every transition.
To create a continuous blueprint
- Go to Setup > Automation > Blueprint.
- Click Create Blueprint.
- In the Create Blueprint pop-up, enter a name for the blueprint, choose the module, layout, and field the blueprint applies to. In our scenario, the details will be:
- BlueprintName: Sales Call Script
- Module: Contacts
- Layout: Standard
- Field: Call Stage
- Specify criteria for records to enter the process, if applicable.
If you don’t enter criteria, all records created in the selected layout will enter the process. - Enter a Description for the process.
- Enable Continuous Process under Advanced Settings.
- Choose the owner of the process.
- Click Next.
The rest of the procedure to create a continuous blueprint is the same as for creating a regular blueprint.
| Regular Blueprint | Continuous Blueprint |
Process is intermittent. Each stage could occur at different points in time. | Process is continuous. All stages occur at one shot, without a pause. |
Different stages of the process can have different owners. | The entire process can have only one ownership. |
