Help Articles


Lists, Custom fields, and Events

Lists, Custom fields, and Events

This article covers how to work with the project settings Lists, Custom fields, and Events. To get started, access General settings by clicking Settings > All settings in the upper right corner of any page. The Project settings page will open. Click a link to make...
Codes and Assessments

Codes and Assessments

What’s the difference between “Assessments” and “Codes”? To give a short answer – well, nothing! “Assessment” and “Code” refer to the exact same piece of employment information in Broadstripes; it’s just a...
Leader roles

Leader roles

Whether your project is designed for internal, external, or community organizing, your users probably have a need to identify the leaders within the bargaining unit or worker group. As an administrator, you can easily view, edit or define new leadership roles for your...
External systems

External systems

External systems capture unique IDs from other database systems. Created prior to import, external systems are useful for retaining IDs that you don’t want to lose when you bring your records into Broadstripes. External systems are also crucial if you plan...
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 (house call) 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...
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...
Outgoing email settings

Outgoing email settings

Broadstripes allows you to set your project’s outgoing email settings and designate a default outgoing email address when sending correspondence from Broadstripes. This will be available for users on the bulk email panel in the From dropdown menu and will be the...
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...
How to Use the Call Center

How to Use the Call Center

Hi there! You’ve probably arrived at this page because you’ve been asked to help with a phone banking campaign. The Broadstripes Call Center is a phone-banking app that makes phone outreach simple and effective.  This video will walk you through exactly...