Scrolling and paging through search results
Learn about the four areas of the search results page and helpful tools to navigate through your results.
Working with Search Results and Bulk Actions
Learn to move around the search results page and simplify workflow by applying bulk actions to multiple contacts.
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...
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...