Blueprint

Blueprint – User Guide

A short guide to get started and do common tasks.

Quick start

1. Open the app and click Project in the top bar.
2. Create a project: choose “— New project —” or click New, then enter a Client / project name.
3. Add domains (one per line), your GA4 Measurement ID, optionally Measurement Protocol API Secret (for server-side tracking), and optionally GA4 Property ID (numeric; enables DebugView/Realtime links and Recent events in GA4).
4. Use the sidebar to jump to Cross Domain (Overview has Tag communication & taxonomy with quick links to Event builder and Framework), Server-side, or Implementation Guides to get code and steps.

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Common tasks

Project panel (Project button)

• Select or create a project; all code and checklist are tied to the current project.
• Domains and External domains feed into cross-domain and config snippets.
• Notes – free-form project notes.
• AI: Extract requirements – Paste RFP text, meeting notes, or emails—or use Import from URL (Google Docs Published to web, GitHub raw, Pastebin, Notion). AI extracts objectives, KPIs, events, stakeholders, and structured measurement framework rows. Click Apply to project to populate the project and framework grid. New framework rows are merged when the framework already has rows.
• Export deliverable – build a single HTML document (or print to PDF) from selected sections: cover, table of contents, implementation guide, framework grid, checklist, and project notes. Handy for client handoffs.

Implementation Checklist

• Tracks progress per project (Pre-implementation → GTM → Config → Testing → Documentation).
• Check items as you complete them; progress bar shows percentage done.
• Code and step-by-step details live in Implementation Guides (add code to guide steps); the checklist is your “done / not done” list.

Implementation Guides

• Step-by-step documents with title, steps, do’s/don’ts, and optional code per step.
• Pick a guide from the dropdown; add steps, attach code (bespoke, server-side snippet, client-side gtag, or a saved event).
• Generate from gaps – Uses your Measurement Framework, GTM import, and project context to generate a bespoke implementation guide. Requires Supabase and ai-assist Edge Function.
• Export to Markdown to download the guide as a .md file.

Server-side & Event builder

• In Server-side you get the full GA4 Measurement Protocol snippet and an Event builder to send test events.
• Send test event – build an event (name + params), send to GA4 (or validate only). If your project has a GA4 Property ID, you get links to DebugView and Realtime and a Recent events in GA4 panel so you can confirm your event arrived.
• Copy server-side or gtag code for the same event; save events to the project and include them in the snippet.

Snippet Library

• Reusable code snippets (GA4, GTM, cross-domain, server-side, etc.) with tags to filter.
• Placeholders like {{MEASUREMENT_ID}} and {{DOMAINS_ARRAY}} are replaced with the current project’s values when you Copy.
• Built-in snippets are viewable and copyable; you can add your own and edit/delete them.

GTM Integration

• Import from GTM – Upload a GTM container export (JSON). The app parses it and shows a summary (tags, triggers, variables) and a list of tags.
• Framework comparison – Compares events in your current project’s Measurement Framework with events found in the imported GTM container, so you can see what’s covered and what’s missing.
• Export to GTM – Generates a GTM-compatible JSON (variables for Measurement ID and domain list, GA4 Configuration tag) from your current project so you can import it into Google Tag Manager.

Stakeholder Interviews

• Stakeholder list per project: add names, roles, and Takeaways (notes from interviews).
• Edit opens a modal to edit takeaways; Copy takeaways to project notes appends all takeaways into the project’s Notes field.
• Question bank and templates (one-pager, agenda, summary) are set by admins and shared for all users.

Valued Resources

• Curated links (GA4/GTM docs, testing tools, best-practice sites) grouped by section. Section list is set by admins.

Account

• Sign out – Sign out of your account.
• View invoices & billing – Opens Stripe customer portal (if you’ve subscribed).
• Backup & restore – Export backup downloads a JSON file of all projects, guides, and frameworks. Restore from file lets you upload a backup to replace current data (after confirmation).
• Delete account – Removes your account and data.

For admins

Admin appears in the sidebar only for users with the admin role.

• Users – View and search users.
• Plans & Pricing – Set plan names, limits, and Stripe Price IDs.
• Email – Send email to users (by role or plan) via Brevo. Configure Brevo sender email/name in Settings.
• Settings – Support email (for Contact form), hide free plan in Admin, Brevo sender, App-wide notice (banner for all users), Theme style (Default or Airbnb: Nunito Sans, subtler corners; only admins see this control).
• Stakeholder Interviews – Edit question bank and interview templates (one-pager, agenda, summary).
• Checklist – Edit checklist sections and items (id, label).
• Resources – Edit Valued Resources sections and links.

If you see an error about app settings or a missing table, ask your administrator to run the app settings database migration.

Learn more

For a full walkthrough of every feature, or for technical setup and deployment, contact your administrator or refer to your organization’s documentation.