![AIM-logo-white.png]](https://support.theaiminstitute.com/hs-fs/hubfs/AIM-logo-white.png?height=40&name=AIM-logo-white.png){kind=logo}
Blueprinter® Software
How-to tips & videos: Your first stop for all Blueprinter software questions!
Getting Started
- How do I create a new project?
- VIDEO: Blueprinter Basics - Tour of Blueprinter® Software
- How can I use Blueprinter® software while offline?
- Which browser should I use for Blueprinter® software?
- Can I share my Blueprinter subscription with a colleague?
- Can I use Blueprinter® software on an iPad or tablet?
- Determine when you can finish your Market Case
FAQs / General Questions
- How do I add someone to a Blueprinter project?
- If Blueprinter appears to have an error, here's a fix for most issues.
- How do I log out, then log in again?
- How to use the "Save as..." feature
- How do you use the Search feature?
- How do I import a Discovery Interview from another project?
- Can I delete a project from Blueprinter® software?
- How can I delete a customer, interviewee or respondent?
- How do I change an interviewee's name?
- How do I remove someone from a project team?
- Can my company add new Blueprinter® software users if they don't receive training?
Step 1
- VIDEO: Blueprinter® Software - Tour of Step 1
- VIDEO: Tool 1.1 - Part 1: How to Select a Strategic Market
- VIDEO: Tool 1.1 - Part 2: How to Record Market Segments
- VIDEO: Tool 1.2 - Part 1: Record Secondary Market Research
- VIDEO: Tool 1.2 - Part 2: How to use the Market Size Estimator
- VIDEO: Tool 1.3 - How to Prepare Selection Criteria
- VIDEO: Tool 1.4 - How to Score Market Segments
- VIDEO: Tool 1.5 - How to Define Project Scope
Step 2
- How do I customize "Settings" in Step 2?
- How do I copy notes from Current State into the Discovery Noteboard?
- How can I change the text that a customer sees during a Discovery Interview?
- How can I delete a sticky note from the Discovery Noteboard?
- How can I change the language for a Discovery Interview?
- How can I conduct a "Blind Interview" with Blueprinter® software?
- How do I export data from the Discovery Noteboard?
- How do you re-order your customer interviews?
- How do I add more than four interviewers to the interviewing team?
- Tool 2.5: Using AI to Create Customer Outcomes in Your Discovery Research
- Tool 2.5: Gather Additional Detail with the AI-Generated "Problem Brief Report"
- Tool 2.5: Discovery Interview Role-Play Practice with "Claire"
Step 3
- VIDEO: Blueprinter® Software - Tour of Step 3
- VIDEO: Tool 3.1 Prepare Must Haves
- Tool 3.2 - Prepare Top Picks
- VIDEO: Tool 3.3: Plan Preference Interview Candidates
- VIDEO: Tool 3.4 - Conduct Preference Interviews
- Tool 3.5 Conduct Preference Survey
- Tool 3.6: Analyze Data
- Tool 3.7: Create a Market Case
- How do I download the Market Case?
- How can I change the weighting of customer data in Preference Interviews?
- How can I eliminate an interview from analysis within Preference Interviews?
- What if an IT policy blocks the survey?
- How can I change the language of the Preference Noteboard?
Step 4
Step 5
Software Security and Setup
- How is Blueprinter client data kept secure?
- How can our IT Department ensure smooth deployment of Blueprinter software?
- How can a new client test Blueprinter software to ensure it works smoothly?
- How can I connect my CRM, or other software, to Blueprinter with APIs?
- Is the data within Blueprinter® software secure?
- Can I transfer a Blueprinter® software subscription to another employee?
- How do I disconnect internet and work offline?
- Why should we fill in "Progress & Next Steps"?
- How can my company access our Blueprinter® software data if we let our subscriptions expire?
- What are the "Terms of Service" for Blueprinter® software and SalesPrep® software?
Blueprinting Executive Dashboard
Technical Issues
- Why does my Blueprinter® software appear to be offline, when actually, my PC is online?
- Why is my Blueprinter® software not syncing with the cloud?
- This will fix 99% of seemingly random issues.
- Why can't I see a project for which I should have access?
- What browser settings can impact Blueprinter® software performance?
Blueprinter Updates
- NEW: BLUEPRINTER SOFTWARE® UPDATE: SEPTEMBER 19, 2025
- BLUEPRINTER® SOFTWARE UPDATE: NOVEMBER 25, 2024
- BLUEPRINTER® SOFTWARE UPDATE – AUGUST 21, 2024
- BLUEPRINTER® SOFTWARE UPDATE – AUGUST 12, 2024
- BLUEPRINTER® SOFTWARE UPDATE – OCTOBER 2, 2023
- BLUEPRINTER® SOFTWARE UPDATE – JUNE 12, 2023
- BLUEPRINTER® SOFTWARE UPDATE – APRIL 23, 2023
Update Archive
- BLUEPRINTER® SOFTWARE UPDATE – DECEMBER 12, 2022
- BLUEPRINTER® SOFTWARE: UPDATE July 18, 2022
- BLUEPRINTER® SOFTWARE UPDATE: September 9, 2021
- BLUEPRINTER® SOFTWARE UPDATE: June 4, 2021
- BLUEPRINTER® SOFTWARE UPDATE: May 13, 2021
- BLUEPRINTER® SOFTWARE UPDATE: APRIL 17, 2021
- BLUEPRINTER® SOFTWARE UPDATE: May 22, 2020
- BLUEPRINTER® SOFTWARE UPDATE: December 4, 2019
- BLUEPRINTER® SOFTWARE UPDATE: November 18, 2019
- BLUEPRINTER® SOFTWARE UPDATE: October 21, 2019
- BLUEPRINTER® SOFTWARE UPDATE: October 7, 2019
- BLUEPRINTER® SOFTWARE UPDATE: September 23, 2019
- BLUEPRINTER® SOFTWARE UPDATE: September 19, 2019
- BLUEPRINTER® SOFTWARE UPDATE: September 9, 2019
- BLUEPRINTER® SOFTWARE UPDATE: August 2, 2019
- BLUEPRINTER® SOFTWARE UPDATE: July 10, 2019
- BLUEPRINTER® SOFTWARE UPDATE: July 1, 2019