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Optmyzr's Account Blueprints allow you to schedule a series of recurring or one-time tasks for you and your team to organize, manage, and enhance your PPC workflow. Account Blueprints provide a framework to standardize your processes by allowing you to create a series of optimization tasks using Optmyzr's arsenal of tools across multiple Google Ads accounts.

These Blueprints can encompass a variety of tasks, both within and outside of Optmyzr, such as team meetings, quarterly business reviews, and configuring conversion tracking. You can assign specific team members to each task within the Blueprint.

A Blueprint represents a group of tasks that you can configure to run on a regular schedule or manually trigger whenever needed.

To begin creating your first Blueprint for streamlining and managing all of your PPC-related tasks efficiently, you can access the Account Blueprints tool through the Workflows tab in the menu.

The Account Blueprints home page provides an overview of all the Blueprints you've created, including their descriptions, schedules, and status (published or draft). Read more about it here.

The "Create New Blueprint" dropdown gives you three options to choose from:

The "Create Custom Blueprint" option opens a new configuration page where you can set up and customize all the aspects of your blueprint.
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Begin by defining a name and, optionally, a description for your blueprint. While the "Description" field is not mandatory, we recommend providing a brief explanation of the blueprint's purpose. This can help prevent confusion in the future and ensure clarity within your team regarding its objectives and tasks.

Blueprints can consist of one or more tasks, which can involve using Optmyzr's tools or external tasks. The 'Tasks' section displays all the tasks within the workflow, complete with their descriptions, schedules, and assigned team members. Additionally, you have the ability to add, delete, duplicate, and edit tasks. You can adjust the order of the tasks by dragging and dropping them using the 'Hamburger' Icon on the far right.

The 'Bulk Actions' button allows you to edit the schedules and assignees of multiple tasks at once.

By default, the system includes one custom unscheduled task in a newly created blueprint, namely,

This task is provided to assist you in getting started and to help you become familiar with the tool's workflow. You are free to remove or edit it as needed.

Choosing to edit an already existing task or clicking on the 'Add Task' button will pop out a side tray, allowing you to design your custom PPC-related task, set its frequencies, and specify ownership.

Based on your requirement, start by selecting either the 'Task done in Optmzyr' or the 'A custom task' option present under the 'Task Type' field.

Selecting this option will present you with a dropdown list under the 'Optmyzr Tool' field with the available tools for you to choose from. The system will automatically fill out the description for the tool that you select. Add more to the description of the task to define its intent in detail.

This option lets you define a task for external (outside of Optmyzr) use. Give your custom task a name and a detailed description.

The next step involves setting the task's frequency and assigning it to the team. The 'Schedule' field gives you a few schedules to choose from:

In the 'Assignee' section, you can choose a role for the task, such as an analyst or an account manager. You also have the option to create new roles for your team. Later on, you can assign different team members to these roles from the 'Added accounts and roles' section.

Assigning tasks to roles, as opposed to specific team members, offers the advantage of ensuring continuity in task management, even if team members leave or new members join your organization.

'Advanced Settings' will appear at the bottom of the tasks configuration window if your task involves an Optmyzr tool that supports filters, creating a custom view, Turbo Mode, etc. For example, tools like Keyword Lasso, Pause Non Converting Keywords tool, Conversion Grabber tool, etc.

Under Advanced Settings, you'll see the following options:

After you have finished configuring, adding, and scheduling the tasks in your blueprint, the next step is to select the Google Ads account(s) that will use this blueprint.

Click on the 'Account and Start Date' button, then the 'Add Account' button present in the middle of the side tray, and select the desired account(s).

If you are editing an existing blueprint, clicking on the 'Account and Start Date' button will open a side tray displaying all the associated accounts along with their respective start dates.

Setting up a Start Date for an account will help the system determine a date and time when the tasks will begin their scheduled execution. For example, if you have the schedule for a task to run 'One-time' and set it to '3 days after blueprint starts running for the account', the system will schedule the task for 3 days after the set 'Start Date.'

This feature is especially useful when you, for instance, plan to onboard a new account in the near future. You can prepare and schedule your workflow in advance so that it's ready to be executed on the specified onboarding date.

By default, the start date of the blueprint for an account is set as the same day the account was added to it. You can edit it by clicking on the date displayed beside the name of the desired account.

With the accounts and the start date configured, the final step is to assign the roles you set up on the tasks to your team members. Click on the 'Roles' button to open a side tray displaying a list of all the accounts along with the associated roles. The 'Team Members' field corresponding to each account and role gives you a dropdown listing all the people in your organization who are connected to Optmyzr.

For example, during the previous task configuration, you assigned a task to the role of 'Analyst.' In this step, you will assign a specific team member to that role. For instance, you'll be able to assign John as the Analyst responsible for those tasks. If, at a later time, you need to change the person in charge from John to James, you won't have to recreate the blueprint or task from scratch. Simply make the team member change here to reassign the role and responsibilities.

You have now successfully configured your Blueprint to streamline and manage your PPC workflow. The final step is to click the 'Save Blueprint' button, which will lead you to a summary of your Blueprint.

Here, you can review the name, number of tasks, and accounts associated with it. Remember to select your preferred timezone here to make sure that your scheduled tasks run at a convenient time for you. You can toggle the 'Auto Skip Tasks' option which automatically skips to the next task if no suggestions are available in the tool for the current one.

Once you are done reviewing and everything looks good, you have the option to either "Publish" the Blueprint, which will generate and execute the tasks based on the schedule, or "Save as Draft" to keep the Blueprint as a work in progress. When you save the Blueprint as a draft, it will retain all your settings, tasks, and schedules, but it won't be immediately executed. You can publish it later to start the execution of your scheduled tasks.

Your Blueprint is now created and will be displayed on the main blueprints page, alongside any other blueprints you've previously created.

The Pre-built Blueprints are designed to provide a quick start for goal-oriented tasks. There are a few pre-built templates available, and you can select one or more to add to your Blueprints. If you are new to blueprints and want to understand how they work or how to build one based on a specific goal, adding a pre-built blueprint to your account can be a helpful way to get started.

Choose the 'Use Pre-Built Blueprint' option from the 'Create New Blueprint' dropdown on the Blueprints page. The side tray that opens up, lists 5 different pre-made Blueprints for you to choose from. Clicking any of the Pre-Built Blueprints will drop down the list of tasks that are present in the Blueprint.

Clicking the 'Configure This Blueprint' button on one of the Pre-Built Blueprints will take you to the configuration page, similar to setting up a Custom Blueprint. In this case, the Task Title and Description fields are already filled, and the Task section contains all the necessary tasks.

Pre-Built Blueprints are configured by us with the objective that you should be able to execute PPC workflow strategies, add them to your arsenal, and run them on demand for any accounts of your choice within seconds. However, you can set schedules and assignees for the tasks if you wish, before Publishing it.

The third option under the 'Create New Blueprint' drop-down allows you to enter a prompt or goal that you have in mind. This prompts Optmyzr's AI to create a custom blueprint based on your goal. You can use the textbox to enter your prompt or choose from one of the AI's suggestions.

The AI will generate a blueprint for you by selecting the appropriate tools to help you achieve your goal and setting the task order based on relevancy. Once the system finishes generating the blueprint, you can click on the 'Configure your Blueprint' button. This will lead you to the configuration page, where you can assign, schedule, and edit all aspects of the workflow.

The Account Blueprints home page provides an overview of all the Blueprints you've created, including their descriptions, schedules, and status (published or draft).

You can perform various actions on your Blueprints, such as creating or editing them, deleting existing ones in bulk using the 'Bulk Actions' option, or running a Blueprint on-demand, i.e., the 'Start Blueprint Now' option.

When you choose to run a Blueprint on-demand using the 'Start Blueprint Now' option, a pop-up will allow you to select the desired account(s) that the blueprint should execute for, and the system will run the tasks immediately. You can also choose to 'Run only unscheduled tasks' using the checkbox in the pop-up.

The 'View Details' button present under the Schedule column for a particular blueprint displays all the tasks, their schedules, and assignees along with the associated accounts and start dates of that blueprint, in a pop-up window.

The Three-Dot button present under the 'Actions' column for a particular blueprint gives you three options to choose from:

You can also filter your created blueprints based on their statuses and schedules. The 'Not Scheduled' option for the Schedule filter identifies Blueprints where none of the tasks have a set frequency, meaning all tasks are unscheduled.

You can edit an already created and saved blueprint from the Account Blueprints home page. Find the desired blueprint from the list and click the Edit () button.

You will be able to edit all aspects of your blueprint including the existing tasks, roles, assignees, and accounts, as well as adding new tasks.

While saving the edited blueprint, the Summary pop-up will give you the option to "Replace or remove pending tasks based on the new updated settings".

If you choose to check the option,

However, if you save the edited blueprint without checking the option,

On the "My Task" page you'll find a list of all the active and completed tasks, filtered by account and team member. You can also see which blueprint that task is associated with. You can read more about it here.

The 'User Roles' button redirects you to the "User Roles" settings page where you can define new roles, edit the existing ones, and get an overview of all the team members along with their associated roles. You can reassign and adjust roles in bulk as well. Read more about User Roles here.