Public forms allow you to create customizable web forms to collect important data like survey responses, contact info or card signatures from anyone with access to the Web – people who aren’t Broadstripes users. Forms are fully customizable and can be shared with others by simply sending out a Web link. Anyone who clicks your link will be able to open the form, fill it out, and submit it online. All responses are stored in Broadstripes — your organizers can see them and even be notified by new forms being submitted on their turf!Public forms:
Collect information from workers, volunteers, or other contacts
Create new contact records in Broadstripes automatically
Can match submissions to existing contacts to avoid duplicates
Send confirmation emails to form submitters
Track submission history and generate PDFs
Support both worker (person) and organization forms
Flexible Field Selection
Choose from dozens of standard fields and custom fields specific to your project. Fields can be marked as required or optional, and you control the order they appear on the form.Smart Duplicate Matching
When enabled, Broadstripes automatically attempts to match form submissions with existing contacts based on a unique identifier, or name and contact information. This prevents duplicate records and enriches existing contact information.Split Address Fields
Choose between a single address text box or separate fields for street, city, state, and postal code. Split address fields can improve data quality and user experience.Email Notifications
Send automatic confirmation emails to form submitters (as well as a BCC if desired), with optional PDF attachments of their submission. For employment forms, you can also notify employers when their workers register.Employment Integration
For worker forms, collect employer information and automatically create employment relationships. Support multiple selection methods including autocomplete, tiered dropdowns, or external system IDs.Timeline Tracking
Can be set to create timeline entries when forms are submitted, tracking the date, time, organizer, assessment, and notes about the interaction.Event Tracking
Link form submissions to specific event steps in your campaign, automatically updating the contact’s event status.Custom Branding
Upload your logo, customize header and introduction text, add legal agreement text, and even include custom CSS for advanced styling.Attachments
Allow form submitters to upload files. Files are stored in the attachments tab of the contact record.Signature Field
Allow form submitters to sign the form. The signature is retained on the PDF generated from the form submission..
Since public forms can collect a wide range of information, the interface for creating them has several parts. Therefore, we’ve split the documentation into multiple articles. Together, these articles will guide you through customizing a basic form, collecting different types of data, and viewing the responses you receive. Here’s a roadmap to working with public forms:
