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Overview

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Add a logo and other content

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Step 1: Navigate to the Content and attachments tab

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Step 2: Add a logo image

1. Click Choose File or Browse (button text varies by browser)
2. Navigate to your logo file on your computer
3. Select the image file
4. Click Save at the bottom of the form editor

1. Click the remove button below the logo preview
2. Click Save at the bottom of the form editor

1. Click Choose File to select a new logo
2. The new logo will replace the old one when you save
3. Or click remove first, then save, then add the new logo

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Step 3: Add Header Text

• “Worker Interest Card”
• “Join Our Campaign”
• “2025 Training Registration”
• “Tell Us Your Story”
• “Sign Up to Learn More”

• Keep it short (under 10 words)
• Use action-oriented language
• Make it welcoming and clear about the form’s purpose
• Consider your audience’s language and perspective

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Step 4: Add Introduction text

• Explain the purpose of the form
• Set expectations (how long it takes, what happens next)
• Provide context or motivation
• Include any necessary disclaimers

We're building a movement for better wages and working conditions. Fill out this form to join us and receive updates about our campaign. This form takes about 2 minutes to complete.

Join us for our monthly member meeting on March 15th at 6 PM. Fill out this form to RSVP and receive event details and reminders.

<strong>Want to get involved?</strong> We need volunteers for phone banking, door knocking, and event support. Tell us what interests you and we'll be in touch with opportunities to get involved.

• The introduction text supports line breaks
• Keep paragraphs short for readability
• Consider bullet points for multiple ideas
• Don’t make it too long—most people won’t read more than 2-3 short paragraphs

• Answer “What is this for?” and “Why should I fill this out?”
• Set realistic time expectations
• Mention what happens after submission
• Use welcoming, inclusive language
• If required by law, include NLRB disclaimer: “Filling out this form does not obligate you to do anything or join anything.”

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Customize your form with links and HTML styling

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Step 5: Customize the submission button

• “Join Us”
• “Sign Up”
• “Register”
• “Submit My Interest Card”
• “Count Me In”
• “I’m Interested”
• “Save My Information”

• Use action language that reflects what the user is doing
• Keep it short (1-3 words)
• Match the tone of your campaign
• Consider what commitment level you’re asking for (avoid “JOIN THE UNION” if this is just an interest card)

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Step 6: Add a signature field (optional)

• A signature capture field appears near the bottom of the form (above the submit button)
• Users can draw their signature with a mouse (desktop) or finger (mobile)
• A “clear” link allows redoing the signature
• Instructions appear: “Use your mouse (or your finger on a phone or tablet) to enter your signature above”
• The signature is captured as an image and included in the PDF

• No signature field appears
• Form submission is faster and simpler

• Union authorization cards (may be legally required)
• Legal agreements or waivers
• Forms where you need proof of identity
• Official applications or nominations

• General interest forms
• Event registrations
• Casual sign-ups
• Any form where signature isn’t legally or procedurally necessary

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Step 7: Add a Legal agreement (optional)

1. Check the box next to Legal agreement
2. Enter your agreement text in the Legal agreement text text area
3. The legal agreement will be added to your selected fields
4. Mark it as required in the “Selected fields” panel on the Standard fields tab

• The legal agreement text displays near the bottom of the form (above signature if enabled)
• A checkbox appears next to or below the text
• The user must check the box to submit the form (if marked as required)

• Large text area for your agreement language
• Supports line breaks
• Supports HTML for formatting
• Placeholder: “I agree that…”

I authorize [Union Name] to represent me in collective bargaining with my employer concerning wages, hours, and working conditions. I understand that this authorization is voluntary and that filling out this form does not obligate me to join the union or pay any fees or dues.

I understand that [Organization Name] will use the information I provide to contact me about campaign activities and events. I can opt out of communications at any time.

I understand that signing this card does not obligate me to vote for the union in an NLRB election or to become a union member. I understand that federal law protects my right to sign or not sign this card.

• Keep legal language as simple as possible
• Break complex agreements into short paragraphs or bullet points
• Consult with legal counsel for union authorization cards
• Include required NLRB disclaimers if applicable
• Don’t use legal agreements for casual sign-up forms—they reduce completion rates

• Legal agreement text appears in the order you set in “Selected fields” on the Standard fields tab
• It typically appears near the end of the form
• Most campaigns place it just before the signature field (if enabled) or just before the submit button

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Step 8: Enable file attachments (optional)

• Most image/video files
• MS Office files
• OpenOffice files
• PDF
• Plain text

• A file upload field appears on the public form
• Users can select and upload files
• Maximum file size: 10MB per file
• Uploaded files attach to the contact record in Broadstripes

• No file upload option on the form

• Photo uploads for badges or profiles
• Document submission for grievances or complaints
• Supporting materials for applications or requests

• Simple interest cards or sign-ups
• Forms where attachments aren’t relevant
• Concerns about inappropriate file uploads

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Allow multiple attachments

• Users can upload more than one file
• An “Add another file” button appears after selecting a file
• All uploaded files attach to the contact record

• Users can only upload one file
• Simpler interface

• Resume + cover letter uploads
• Multiple supporting documents
• Photo galleries
• Any scenario where one file isn’t enough

• Most forms only need single file upload
• Reduces complexity for users

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Custom label for attachment field

• “Upload your document”
• “Profile photo”
• “Supporting documents”
• “Proof of employment”
• “Badge photo”

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Step 9: Save your work

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How Content Appears on the Form

1. Logo (if uploaded) - centered at top
2. Header text - main title
3. Introduction text - explanatory paragraph(s)
4. Required field notice - “Fields marked with an asterisk (*) are required”
5. Form fields - in the order you configured
6. Legal agreement text (if enabled this will appear in the order you set in “Selected fields” on the Standard fields tab) - with checkbox
7. Signature field (if enabled) - with canvas and “clear” link
8. Submit button - with your custom button text

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How Attachments Work

1. File upload: User selects file(s) from their device
2. Validation: Broadstripes checks file size (must be under 10MB)
3. Storage: Files are uploaded to secure storage
4. Attachment record: An attachment record is created and linked to the contact
5. Availability: Files appear in the contact’s Attachments section in Broadstripes

• Go to the contact record in Broadstripes
• Click the Attachments tab
• All form-submitted files appear along with any other attachments for the contact

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Testing Your Form Content

1. Click Save to save your content changes
2. Copy the public form URL from the Public forms page
3. Open the URL in a private/incognito browser window
4. Review all the content:
   • Does the logo display correctly?
   • Is the header clear and welcoming?
   • Does the introduction provide enough context?
   • Is the legal agreement text clear and accurate?
   • Does the submit button text make sense?
5. Submit a test entry
6. Check the confirmation message (configured in the After submission tab)

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Accessibility Considerations

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Common Scenarios

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Basic Interest Card

• Logo: Union logo
• Header: “Worker Interest Card”
• Introduction: “Want to learn more about organizing for better conditions? Fill out this card and an organizer will contact you.”
• Button: “Submit”
• Signature: Disabled
• Legal agreement: None

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Union Authorization Card

• Logo: Union logo
• Header: “Union Authorization Card”
• Introduction: “By signing this card, you’re authorizing [Union] to represent you. Your signature does not obligate you to join the union or vote yes in an election.”
• Button: “Sign Card”
• Signature: Enabled
• Legal agreement: Full NLRB-compliant authorization language

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Event Registration

• Logo: Campaign logo
• Header: “March Member Meeting”
• Introduction: “Join us March 15th at 6 PM for our monthly meeting. We’ll discuss upcoming actions and vote on proposals. Dinner will be provided.”
• Button: “Register”
• Signature: Disabled
• Legal agreement: None

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Volunteer Sign-Up

• Logo: Organization logo
• Header: “Get Involved”
• Introduction: “We need volunteers for phone banking, door knocking, and event support. Sign up and we’ll match you with opportunities that fit your schedule and interests.”
• Button: “Sign Up”
• Signature: Disabled
• Legal agreement: None

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Next Steps

• Create a new public form
• The “Standard fields” tab
• The “Timeline” tab
• The “Workplace” tab
• The “Confirmation email” tab
• The “After submission” tab
• Viewing and downloading public forms