Help Articles
Download a list as a spreadsheet
Overview The Broadstripes Reports function allows you to download a list to your local machine as a spreadsheet (.xls or .csv) where it will be accessible to you even if you are offline. Once the information is in a spreadsheet format, you can manipulate and edit it...
View your people on a map
Get started With Broadstripes’ Maps feature, you can easily view any list of people on an interactive map. Start by clicking the Maps link on the navigation panel. Clicking this link takes you to Broadstripes’ Maps page. You’ll see the location of...
Get driving directions for your list
Simplify workflow by choosing the right layout for the job. Together with searches, layouts let you see the contact information you need in the format that works best for your workflow. While a search filters the set of contacts displayed by the criteria you choose, a layout determines which exact information to display about those contacts.
Scrolling and paging through search results
Learn about the four areas of the search results page and helpful tools to navigate through your results.
Using keyboard shortcuts
Navigate your search results without a mouse.
Selecting (and deselecting) contacts
Learn to select contact records from search results to include them in a bulk action.
Actions overview – make changes to contacts in bulk
Apply changes to lots of records at one time with bulk actions.
Actions – Email (send bulk email messages)
Email Send a bulk email This bulk action is a great way to communicate with groups of workers quickly and efficiently. You can compose a single email and send it to multiple workers all at once. You can even include dynamic merge fields like “First name”...
Actions – Text (send bulk SMS messages)
Action: Text Send SMS texts to multiple workers This action allows you to send individual text messages to a group of workers all at once. See the Text messaging overview article or watch the Text messaging with Broadstripes video to learn more about using...
Email messaging permissions – opt in an email
Email messaging permissions Opt in multiple workers at once to receive Broadstripes emails This article only covers one step in the process of sending email messages with Broadstripes – how to mark workers’ email addresses as “Opted in.” Check out...
Text messaging (+videos)
Overview One of the most convenient features of Broadstripes messaging is that it allows you to send an SMS text to multiple workers at once, for instance, all the workers in a given shop or department, or everyone who has recently shown interest in coming to a rally...
Text messaging permissions – opt in a cell phone (+video)
Overview One of the most convenient features of Broadstripes messaging is that it allows you to send an SMS text to one or multiple workers at once. But first, each worker will need to provide a valid cell phone number and consent, or be “Opted in,” to...
Actions – Add to list/Remove from list
Action: Add to list/Remove from list Add contacts to a tag list One of the most common bulk actions applied to search results is adding contacts to a tag list. Tag lists give you an easy way to manually tag individuals whom you want to track as a group for any reason...
Actions – Assign event steps
Action: Assign event steps Set event steps When you are checking off an event or an event step for multiple contacts at once, using an action can be a great time-saver. (If you are new to events, check out the Events overview article for more information.) For this...
Actions – Assign to leader/Remove leader
Action: Assign to leader/Remove leader Assign a leader Broadstripes’ bulk actions make it simple to assign a leader to multiple contacts at once. If you need to remove a leader, you can do that with a bulk action, too. First, run a search for the people you want...
Actions – Set custom field
Set custom field Set (update) a custom field for multiple contacts If you are like other Broadstripes users, it’s likely that you use at least one custom field to track information that’s important to your campaign. If you want to set or update the value...
Actions – Change Employment, Department, Job Title
Employment/Department/Job title actions Update employment information Use a bulk action to update workers’ department or job title or to create, terminate, or delete entire employment records for a group of workers. Working from your search results, you can...
Actions – Delete contacts
Delete contact(s) Delete contact records permanently You can use bulk actions to permanently delete a contact or group of contacts from your Broadstripes project. Unlike with other organizing databases you may have used, when you delete a contact in Broadstripes, the...