Search event info using dates or a timeframe

Search event info using dates or a timeframe

Intro Broadstripes search builder allows you to search for very specific info including who has attended a rally in the last month or signed a card in the past week. In Broadstripes, that type of information is recorded as events and event steps. Keep in mind that...
Basic Lists – PDF

Basic Lists – PDF

Overview With Broadstripes, it’s easy to use the Reports feature to print your organizing information as a list. Here are a few reasons you might want to print a list: you can bring your information with you in hard copy to house visits and check-in meetings for...
Basic lists – spreadsheet

Basic lists – spreadsheet

Intro When you want to download a list offline, but you need to manipulate it on your computer, the Reports function on Broadstripes allows you to download a list as a spreadsheet (.xls or .csv). Once the information is in a spreadsheet, you can manipulate and edit it...
Search event info using dates or a timeframe

Status reports

Take a snapshot of your progress with the Status Report feature. Learn how to create and work with status reports, including how to add custom columns and choose which shops and departments to include in your reports.

Search event info using dates or a timeframe

Import a spreadsheet

Required steps before you import a spreadsheet If you haven’t already done so, review the Get ready to import data guide. The guide will walk you through a number of essential steps to prepare your spreadsheet for import and set up your project to receive new...
Data import overview

Data import overview

  Imports are permanent When you run a data import, you need to know that the import is permanent, and there is no easy way to roll back your changes. Data import allows you to bring new worker lists into Broadstripes so you can begin organizing. Data import also lets...
Analyze import results

Analyze import results

Hi. Thanks for using the Broadstripes knowledge base. This article is being drafted, but isn’t ready for prime-time yet. Please check back here soon. In the meantime, if you need help with anything, please contact...
Events

Events

Overview Events are one type of custom field in Broadstripes. Each event can be created to contain one or more “steps” (checkboxes) to capture particular actions in the workflow of a given campaign activity. Some examples of when you might use events include recording...
Events

Analyze import results WIP

Overview Imports cannot be deleted or undone If you’ve come to this page because your import had unexpected negative results, it’s important for you to know that there’s no easy way to undo an import once it’s been run. However, it’s...
Events

Broadstripes search language

Search Operators and Syntax Search Operators OperatorMatching typeExample =Matches whole words in any ordername = john finds people named John but not Johnson :Matches word fragments in any ordername : john finds people named John or Johnson ==Matches word(s) exactly...
Events

External systems

Overview Importing or updating from another database? Do you plan to re-import from that same database again in the future? An external system can be a big help. If your worker list is from another database and contains a unique ID for each worker (for example, an...
Events

Tag lists

Tag people to create manual lists Lists give you an easy way to manually tag individuals whom you want to track as a group for any reason. For instance: people who go on break or hang out together people that are your first-choice key targets people who helped hand...
Events

Get ready to import data

Introduction   Congratulations! You’ve got a new Broadstripes project and you want to bring in your list to start organizing. The easiest way to get a lot of worker data into Broadstripes quickly is through the import of one or more spreadsheets. Naturally...
Search event info using dates or a timeframe

Logging in and looking around

Introduction Welcome! You’ve joined the Broadstripes family as your project’s admin and we’re here to help you get adjusted in your new role. If you are admin to a completely new project, the first thing you might notice about Broadstripes is that it...

Set up a project

Setting up your project to enable effective organizing. Setting up a Broadstripes project means configuring the system to allow organizers to work in the most effective way (both for them, and for campaign leaders who need visibility into what’s going on). This section of the knowledge base was created to help project admins (like you) do just that.

Data import overview

User roles and permissions

Overview Before you invite a new organizer or change permissions granted to an existing organizer, you’ll want to understand the difference between each of Broadstripes’ user roles. This article gives an in-depth look at Broadstripes’ three user...
Project settings overview

Project settings overview

Intro As the admin of your Broadstripes project, you may find that you have a lot of information you want to keep track of – data imports, custom fields, report formats, and user permissions, just to name a few. Thankfully, Broadstripes provides the tools you need to...
Search event info using dates or a timeframe

General settings

General settings allow you to customize your Broadstripes project to match your organization’s workflow. With general settings, you can select how you want certain key fields to be labeled, choose basic user permissions, and pick a default layout for displaying...