Turning the KW Prep Blueprint Review On or Off

The KW Prep Blueprint Review feature allows Market Centers to determine whether recruits in the KW Prep program are prompted to complete and submit their KW Prep Blueprint for review and scheduling.

This guide walks you through how to enable or disable this feature within your Market Center Sites 3.0 account.

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Step 1: Access Custom Values #

1. Log in to your Market Center Sites 3.0 dashboard.
2. In the left vertical navigation, scroll down and click Settings.
3. From the new navigation menu, scroll down and select Custom Values.

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Step 2: Navigate to Automation Defaults #

1. Along the top of the Custom Values screen, select Folders for easier sorting.
2. Open the folder labeled Automation Defaults.
3. Locate the setting named KW Prep Offer Blueprint (Yes or No).

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Step 3: Update the Setting #

1. To the far right of the KW Prep Offer Blueprint row, click the three dots (⋯).
2. Select Edit Custom Value.
3. In the value field, type either:
   • yes — to turn on the Blueprint Review feature, or
   • no — to turn off the Blueprint Review feature.
4. Ensure there are no spaces before or after the word.
5. Click Update to save your change.

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Step 4: Understand What Each Setting Does #

• YES — Recruits will be guided down a path that directs them to:
  • Complete Modules 1 and 2 of KW Prep.
  • Submit their Blueprint using the form built into your Market Center site.
  • Schedule a Blueprint Appointment for review.
• NO — Recruits will not be guided through the blueprint completion and submission process. They will skip the automation that prompts blueprint review.

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✅ Best Practices #

• Keep the setting ON (Yes) if your Market Center actively reviews KW Prep Blueprints and schedules Blueprint Appointments.
• Set to OFF (No) if your Market Center does not currently handle KW Prep blueprint submissions or reviews.
• Review this setting quarterly to ensure it aligns with your current KW Prep engagement process.

By managing this setting, your Market Center can easily control whether KW Prep participants are guided through the Blueprint process or bypass it altogether.