Get Started

How to get up and running as a new Broadstripes user.


Register your account

Register your account

Welcome to Broadstripes! Getting started with Broadstripes is simple. It all begins when your Broadstripes administrator creates your account and emails you an invitation to join. You’ll follow the link in that email to set a password and log in to the app....
Use the Quick Search

Use the Quick Search

Quick search Much of the work you do in Broadstripes will begin with a search. Whether you’re trying to pull up the record of one specific person, or all the people at a certain work location, it’s simple with Quick Search. Click the Quick Search link in...
Search for a person

Search for a person

To search by a worker’s name simply place the cursor in the search box at the top of the screen, just to the right of the Broadstripes logo, and begin typing the name of someone you’d like to find.

Search for people by their workplace

Search for people by their workplace

Intro Sometimes you want to search for a single person by name; at other times, you may want to see a group of people all at once. A common case is when you want to see everyone who works in a particular shop or department. For this example, we’ll search for...
Add flexible contact info columns to a layout

Add flexible contact info columns to a layout

Overview Broadstripes’ layouts let you customize the contents of the search results panel. With flexible contact info columns, you can can decide on the fly which contact info you want displayed and what type of contact data you don’t want to see. You can also...
Choose how data is displayed (layout)

Choose how data is displayed (layout)

What is a layout? Together with searches, layouts let you see the contact information you need in the format that works best for your process. While a search filters the set of contacts displayed by the criteria you choose, a layout determines which exact information...
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 edit it...
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.

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...