Help Articles


Data imports

Data imports

Need to import data? If you are looking for step by step help on how to import data into your Broadstripes project for the first time, you’ll want to check out the Import Overview article. (The article below focuses on how to work with the data imports index...
User groups

User groups

User groups allow you to pull users together into small groups to simplify sharing and communication tasks. To get started, access User Groups by clicking Settings > All settings in the upper right corner of any page. From the Project settings page, click the Basic...
Project members

Project members

See details about your members – the users who have been invited to have a role in your project.   View your project’s users To get started, you can access Members settings in one of two ways:Click Settings > Project members in the upper right corner of any...
Status report definitions

Status report definitions

Status reports allow you to create snapshots of your campaign progress for others to review. With status reports, you can select what information to display and quantify, what shops to include in your report, and customize the layout of your report. Once you have...
Calculated columns

Calculated columns

Calculated columns allow you to create and display custom metrics for your project. You can learn more about what calculated columns can do in the Working with Calculated Columns article. Once your custom columns have been created, you can manage them from Project...
Custom house visit questions

Custom house visit questions

Broadstripes can automatically print individual question sheets for each person on your house visit list. As an organizer, you can use the sheets to prompt you and help you record answers to the questions that are most important to your campaign. To get started,...
Spreadsheet template reports

Spreadsheet template reports

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...
Contact types

Contact types

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...
Employment data review

Employment data review

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...
Login screen change

Login screen change

Are you seeing a new login screen when you launch Broadstripes? Don’t worry. It’s the same app you’ve always used, just with a new look. Overview In June 2019, we updated Broadstripes to a more secure and flexible authentication system. Doing so...
Outgoing email settings

Outgoing email settings

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...
Email templates

Email templates

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...
Sent email

Sent email

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...

Passwords and Digital Security Tips

Overview Working on an organizing campaign means you’re going to have access to some mission-critical information. If it’s been a while since you’ve thought about how to keep your information safe from prying eyes, here’s a quick checklist that will run you through...
Components of the Address Form

Components of the Address Form

Broadstripes uses powerful logic that helps you get the most out of the contact information you collect. Whether you are entering worker records through an import, or entering records manually, address information is key data – and you can view, enter, update, or...
Temporary visibility

Temporary visibility

Overview In cases where users shouldn’t have full access to the project’s data, Broadstripes allows admins to control what data a basic user is able to see in a project with two optional features: “Limited Visibility” and “Temporary...
Add, Edit or Delete an Address

Add, Edit or Delete an Address

Broadstripes allows you to record any number of addresses for each person in your project. You can save a home, business, or other address, and also keep track of addresses you want to flag as unusable or “bad.” Broadstripes even tracks the changes you or...
Limited visibility

Limited visibility

Overview Sometimes an organizing team will include activists or volunteers who aren’t well-known to the team’s leadership or who, for other reasons, simply shouldn’t have full access to the project’s data. When this is the case, you can turn on...