Help Articles


Add a column to a layout

Add a column to a layout

Overview Broadstripes’ layouts let you customize the contents of the search results panel. Using the layout builder tool, you can choose just the columns of data you want to see, and leave out anything that might get in the way. This article will step you...
Record your organizing info (data entry)

Record your organizing info (data entry)

Overview When you join an organizing project, you’ll use Broadstripes to record organizing information as you collect it. With Broadstripes, you won’t need to go to a special data-entry screen to record all that info — you can update any records you see...
Print a list

Print a list

Overview With Broadstripes, it’s easy to print your organizing information as a list using the reports feature. 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...
Download a list as a spreadsheet

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...
View your people on a map

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

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.

Actions – Email (send bulk email messages)

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)

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 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)

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)

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

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

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

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

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

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...