# Broadstripes Help Center

> Everything you need to know to get started using Broadstripes and a little extra.

## Docs

- [Automated Import API Reference](https://help.broadstripes.com/api/automated-import-api-reference.md): Technical specifications and examples for the Automated Import API
- [Setting Up Automated Import Configuration](https://help.broadstripes.com/api/automated-import-configuration.md): Configure and test your automated data import settings
- [Automated Import Overview](https://help.broadstripes.com/api/automated-import-overview.md): Set up automated data import processes for your Broadstripes projects
- [Search API](https://help.broadstripes.com/api/search-api.md): Retrieve contact data from your Broadstripes project via HTTP requests
- [Creating call center script](https://help.broadstripes.com/docs/admin-guides/call-center/creating-call-center-script.md)
- [Using the Call center](https://help.broadstripes.com/docs/admin-guides/call-center/using-call-center.md)
- [Using call pools](https://help.broadstripes.com/docs/admin-guides/call-center/using-call-pools.md): Create and manage call pools for phone bank campaigns, including pool types, status tracking, and scheduling.
- [Assessment codes](https://help.broadstripes.com/docs/admin-guides/data-tools/assessment-codes.md): Configure assessment codes to track where workers stand in relation to your organizing campaign goals using numeric scales.
- [Broadstripes built-in fields](https://help.broadstripes.com/docs/admin-guides/data-tools/broadstripes-built-in-fields.md): Complete guide to all of the built-in fields Broadstripes provides for people, organizations, addresses, and contact information
- [Built-in data](https://help.broadstripes.com/docs/admin-guides/data-tools/built-in-data.md): Guide to Broadstripes' built-in information fields for people, organizations, addresses, and contact information
- [Built-in tools](https://help.broadstripes.com/docs/admin-guides/data-tools/built-in-tools.md): Overview of Broadstripes' built-in organizing tools designed specifically for labor organizing campaigns
- [Contact information](https://help.broadstripes.com/docs/admin-guides/data-tools/contact-information.md): Understanding how to store and manage contact information including emails, phone numbers, and messaging permissions
- [Copy to Project](https://help.broadstripes.com/docs/admin-guides/data-tools/copy-to-project-guide.md)
- [Events](https://help.broadstripes.com/docs/admin-guides/data-tools/creating-an-event.md): Learn how to create, edit, and manage events and event steps to track campaign activities and worker engagement
- [Custom fields](https://help.broadstripes.com/docs/admin-guides/data-tools/custom-fields.md): Create and manage custom fields to capture data specific to your organizing campaign that doesn't fit in built-in fields
- [Data tools overview](https://help.broadstripes.com/docs/admin-guides/data-tools/data-tools-overview.md): Understanding the different custom data tools in Broadstripes and how to choose the right tool for your organizing needs
- [Employment field and subfields](https://help.broadstripes.com/docs/admin-guides/data-tools/employment-field-and-subfields.md): Understanding the built-in employment field and its subfields for tracking worker employment information
- [Leadership roles](https://help.broadstripes.com/docs/admin-guides/data-tools/leadership-roles.md): Set up and manage leader roles to identify and track leadership within your organizing campaign
- [Organizations](https://help.broadstripes.com/docs/admin-guides/data-tools/organizations.md): Understanding the built-in data fields for organizations in Broadstripes
- [Tag lists](https://help.broadstripes.com/docs/admin-guides/data-tools/tag-lists.md): Create, manage, and use tag lists to manually group contacts for tracking and organizing.
- [Working with calculated columns](https://help.broadstripes.com/docs/admin-guides/data-tools/working-with-calculated-columns.md): Create custom metrics that combine data from multiple Broadstripes fields for use in turf panels, layouts, and status reports.
- [First step: create a new public form](https://help.broadstripes.com/docs/admin-guides/public-forms/create-public-form.md): Learn how to create and name a new public form for collecting digital membership cards and other data
- [Email tab](https://help.broadstripes.com/docs/admin-guides/public-forms/email-tab.md): Configure email notifications and confirmations for public form submissions
- [Employment tab](https://help.broadstripes.com/docs/admin-guides/public-forms/employment-tab.md): Configure employment relationships and associations for your public form submissions
- [Form content tab](https://help.broadstripes.com/docs/admin-guides/public-forms/form-content-tab.md): Customize your public form with logos, styling, links, and content elements
- [Other options tab](https://help.broadstripes.com/docs/admin-guides/public-forms/other-options-tab.md): Configure advanced options for public forms including event steps, file attachments, and PDF settings
- [Public forms overview](https://help.broadstripes.com/docs/admin-guides/public-forms/public-forms-overview.md): Learn how public forms can help you collect data from non-Broadstripes users through customizable web forms
- [Standard fields tab](https://help.broadstripes.com/docs/admin-guides/public-forms/standard-fields-tab-in-public-form.md): Learn how to configure basic data fields for your public forms using the Standard fields tab
- [Timeline tab](https://help.broadstripes.com/docs/admin-guides/public-forms/timeline-tab.md): Configure your public form to create timeline items for organizing events and interactions
- [Viewing and downloading public forms](https://help.broadstripes.com/docs/admin-guides/public-forms/viewing-and-downloading-public-forms.md): Learn how to view, search for, and download submitted public forms from your Broadstripes project
- [Send email](https://help.broadstripes.com/docs/communications/bulk-actions-send-email.md): How to compose and send bulk email messages to contacts in Broadstripes, and track delivery status.
- [Actions - Send text (send bulk SMS messages)](https://help.broadstripes.com/docs/communications/bulk-actions-send-sms-text-message.md)
- [Creating email templates](https://help.broadstripes.com/docs/communications/creating-email-templates.md)
- [Email messaging permissions - opt in an email](https://help.broadstripes.com/docs/communications/email-messaging-opted-in-permissions.md)
- [Verify your organization for texting](https://help.broadstripes.com/docs/communications/getting-a-project-ready-for-texting.md): To get your project ready to send messages, your organization must be verified for SMS messaging. (Mobile carriers require this step to prevent spam.)
- [Making call center calls](https://help.broadstripes.com/docs/communications/making-calls.md)
- [Provisioning a virtual SMS number](https://help.broadstripes.com/docs/communications/provisioning-a-virtual-sms-number.md)
- [Set a SMS notification number](https://help.broadstripes.com/docs/communications/set-a-sms-notification-number.md)
- [Text messaging](https://help.broadstripes.com/docs/communications/text-messaging.md): Learn how to send, receive and track text messages in Broadstripes
- [Text messaging permissions - opt in a cell phone ▶️](https://help.broadstripes.com/docs/communications/text-messaging-opted-in-permissions.md)
- [Enabling and using merge fields in messaging](https://help.broadstripes.com/docs/communications/using-merge-fields.md)
- [Contact Us](https://help.broadstripes.com/docs/contact-us.md): Get in touch with our support team
- [Changing your login email](https://help.broadstripes.com/docs/customize/changing-your-login-email.md)
- [Create quick links](https://help.broadstripes.com/docs/customize/create-a-quick-link.md)
- [Create events to track your goals](https://help.broadstripes.com/docs/customize/create-events-to-track-goals.md)
- [Relationships](https://help.broadstripes.com/docs/customize/create-relationships.md): Learn how to create and manage relationships between contacts to track connections
- [Create social groups to track workers by any trait](https://help.broadstripes.com/docs/customize/create-social-groups.md)
- [Embed a layout with a saved search](https://help.broadstripes.com/docs/customize/embed-a-layout-with-a-saved-search.md): Attach a saved layout to a saved search so the same columns display each time you run the search.
- [Adding Profile pics](https://help.broadstripes.com/docs/customize/profile-pic.md)
- [Quick search quick links](https://help.broadstripes.com/docs/customize/quick-search-quick-links.md)
- [Create and save a layout](https://help.broadstripes.com/docs/customize/save-a-layout.md)
- [Create and save a sort](https://help.broadstripes.com/docs/customize/save-a-sort.md)
- [Saved search quick links](https://help.broadstripes.com/docs/customize/saved-search-quick-links.md): Create quick links from the saved search dialog to access your most-used searches with one click.
- [Share quick links](https://help.broadstripes.com/docs/customize/share-a-quick-link.md): Share quick links with user groups from your Quick Links page
- [Status report quick links](https://help.broadstripes.com/docs/customize/status-report-quick-links.md)
- [Analyze import results](https://help.broadstripes.com/docs/data-import-admin/analyze-import-results.md)
- [Changing phone contact info in bulk](https://help.broadstripes.com/docs/data-import-admin/changing-phone-contact-info-in-bulk.md)
- [Converting custom fields into external system IDs](https://help.broadstripes.com/docs/data-import-admin/converting-custom-fields-to-external-systems.md)
- [Data import fields](https://help.broadstripes.com/docs/data-import-admin/data-import-fields.md)
- [Data import overview](https://help.broadstripes.com/docs/data-import-admin/data-import-overview.md)
- [Data sources](https://help.broadstripes.com/docs/data-import-admin/data-sources.md)
- [Import a spreadsheet](https://help.broadstripes.com/docs/data-import-admin/import-a-spreadsheet.md)
- [Splitting names into separate columns for data import](https://help.broadstripes.com/docs/data-import-admin/splitting-names-for-import.md)
- [Add a column to a layout](https://help.broadstripes.com/docs/getting-started/add-a-column-to-a-layout.md)
- [The flexible contact info column ▶️](https://help.broadstripes.com/docs/getting-started/add-flexible-contact-info-columns-to-a-layout.md)
- [Choose how data is displayed (layout)](https://help.broadstripes.com/docs/getting-started/choose-a-layout.md)
- [Download a list as a spreadsheet](https://help.broadstripes.com/docs/getting-started/download-a-spreadsheet-list.md)
- [Get driving directions for your list](https://help.broadstripes.com/docs/getting-started/get-driving-directions-for-your-list.md)
- [Welcome to Broadstripes!](https://help.broadstripes.com/docs/getting-started/getting-started-overview.md)
- [Log in (and reset a password)](https://help.broadstripes.com/docs/getting-started/log-in-and-reset-a-password.md)
- [Passwords and Digital Security Tips](https://help.broadstripes.com/docs/getting-started/passwords-and-digital-security-tips.md): A quick checklist of digital security best practices to protect your organizing work
- [Print a list](https://help.broadstripes.com/docs/getting-started/print-a-pdf-list.md)
- [Record your organizing info (data entry)](https://help.broadstripes.com/docs/getting-started/record-your-organizing-info.md): Learn how to record organizing information like check-offs, assessments, notes, and contact timeline entries in Broadstripes.
- [Register your account](https://help.broadstripes.com/docs/getting-started/register-your-account.md)
- [Search for a person](https://help.broadstripes.com/docs/getting-started/search-by-name.md): How to search for a person by name in Broadstripes using the search bar autocomplete
- [Search for people by their workplace](https://help.broadstripes.com/docs/getting-started/search-by-workplace.md)
- [Use the Quick Search](https://help.broadstripes.com/docs/getting-started/use-quick-search.md): Find contacts quickly by name or workplace using the Quick Search dialog
- [Tour your homepage](https://help.broadstripes.com/docs/getting-started/use-the-homepage-tabs.md)
- [Video Guides Library](https://help.broadstripes.com/docs/getting-started/video-guides.md): Watch comprehensive video tutorials to learn how to use Broadstripes effectively
- [View your people on a map](https://help.broadstripes.com/docs/getting-started/view-your-people-on-a-map.md)
- [Basic Lists PDF](https://help.broadstripes.com/docs/lists-reports/basic-lists-pdf.md): Print your organizing information as a PDF list using the Basic List report, with options for layout, formatting, and scheduling.
- [Basic lists spreadsheet](https://help.broadstripes.com/docs/lists-reports/basic-lists-spreadsheet.md)
- [Creating reports for organizing leaders](https://help.broadstripes.com/docs/lists-reports/creating-basic-reports-for-leaders.md)
- [Scheduling Reports](https://help.broadstripes.com/docs/lists-reports/scheduling-reports.md)
- [Spreadsheet Template Reports](https://help.broadstripes.com/docs/lists-reports/spreadsheet-template-reports.md): Create Excel-based report templates that query your Broadstripes database using special formula functions
- [Status reports](https://help.broadstripes.com/docs/lists-reports/status-reports-overview.md)
- [How maps work](https://help.broadstripes.com/docs/maps/how-maps-work.md)
- [Maps overview](https://help.broadstripes.com/docs/maps/maps-overview.md)
- [Uploading Shape Files](https://help.broadstripes.com/docs/maps/uploading-shape-files.md)
- [Using Turf Groups](https://help.broadstripes.com/docs/maps/using-turf-groups.md)
- [Working with shapes](https://help.broadstripes.com/docs/maps/working-with-shapes.md)
- [Privacy Policy](https://help.broadstripes.com/docs/privacy-policy.md): How Broadstripes handles your data
- [Codes and Assessments](https://help.broadstripes.com/docs/project-settings/assessment-settings.md)
- [Calculated columns](https://help.broadstripes.com/docs/project-settings/calculated-columns-settings.md)
- [Change explorer and recent changes](https://help.broadstripes.com/docs/project-settings/change-explorer.md)
- [Custom house visit questions](https://help.broadstripes.com/docs/project-settings/custom-house-visit-questions.md)
- [Data imports](https://help.broadstripes.com/docs/project-settings/data-imports-settings.md)
- [External systems](https://help.broadstripes.com/docs/project-settings/external-systems-settings.md)
- [General settings](https://help.broadstripes.com/docs/project-settings/general-settings.md)
- [Job titles/Classifications](https://help.broadstripes.com/docs/project-settings/job-titles-settings.md)
- [Leader roles](https://help.broadstripes.com/docs/project-settings/leader-roles.md)
- [Limited visibility](https://help.broadstripes.com/docs/project-settings/limited-visibility.md)
- [Tag lists, Custom fields & Events](https://help.broadstripes.com/docs/project-settings/lists-custom-fields-events.md)
- [Project members](https://help.broadstripes.com/docs/project-settings/members-settings.md)
- [Outgoing email settings](https://help.broadstripes.com/docs/project-settings/outgoing-email-settings.md)
- [Project settings overview](https://help.broadstripes.com/docs/project-settings/project-settings-overview.md)
- [Status report definitions](https://help.broadstripes.com/docs/project-settings/status-report-definitions.md)
- [Temporary visibility](https://help.broadstripes.com/docs/project-settings/temporary-visibility.md)
- [Timeline item types](https://help.broadstripes.com/docs/project-settings/timeline-item-types.md): Learn how to create, manage, and filter timeline types to organize your contact timeline
- [User groups](https://help.broadstripes.com/docs/project-settings/user-group-settings.md)
- [Add rule groups to your search](https://help.broadstripes.com/docs/search/add-rule-groups-to-your-search.md): Learn how to use rule groups in the Broadstripes search builder to create complex searches with AND/OR logic between groups of rules.
- [Using a multi-value search](https://help.broadstripes.com/docs/search/creating-multi-value-search.md)
- [Add an employer filter](https://help.broadstripes.com/docs/search/limiting-searches-to-a-particular-set-of-workplaces.md)
- [Save and share useful searches](https://help.broadstripes.com/docs/search/save-and-share-searches.md)
- [Search builder](https://help.broadstripes.com/docs/search/search-builder-build-an-advanced-search.md): Use the search builder to create advanced, multi-criteria searches without writing search text by hand.
- [Search by event-related info](https://help.broadstripes.com/docs/search/search-by-event-step.md)
- [Search event info using dates or a timeframe](https://help.broadstripes.com/docs/search/search-by-event-using-dates.md): Use the search builder to find contacts based on when an event step was checked, using dates or natural language timeframes like "last week."
- [Search language basics](https://help.broadstripes.com/docs/search/search-language-basics.md)
- [Broadstripes search language](https://help.broadstripes.com/docs/search/search-language-reference.md): Broadstripes search allows you to quickly find a record or group of records using a wide variety of search criteria, including names, dates, word fragments, or even blank values. This document provides a reference list of the standard search terms available to most projects. An additional reference…
- [Add multiple rules to your search](https://help.broadstripes.com/docs/search/search-with-multiple-rules.md): Refine your search results with multiple rules
- [Sort search results](https://help.broadstripes.com/docs/search/sort-search-results.md)
- [Set up a project](https://help.broadstripes.com/docs/start-project/set-up-a-project.md)
- [Users and membership guide ▶️](https://help.broadstripes.com/docs/start-project/user-and-membership-overview.md)
- [User roles and permissions](https://help.broadstripes.com/docs/start-project/user-roles-and-permissions.md)
- [Actions overview - make changes to contacts in bulk](https://help.broadstripes.com/docs/viewing-search-results-and-edit/bulk-actions/bulk-actions.md): Learn how to apply bulk actions to multiple contacts at once from search results
- [Actions - Assign (check or uncheck) event steps](https://help.broadstripes.com/docs/viewing-search-results-and-edit/bulk-actions/bulk-actions-assign-event-steps.md): Use bulk actions to check or uncheck event steps for multiple contacts
- [Actions - Assign leader/remove leader](https://help.broadstripes.com/docs/viewing-search-results-and-edit/bulk-actions/bulk-actions-assign-leader-remove-leader.md): Assign or remove leaders for multiple contacts using bulk actions
- [Actions - Change employment info](https://help.broadstripes.com/docs/viewing-search-results-and-edit/bulk-actions/bulk-actions-change-employment-info.md): Use bulk actions to create, terminate, delete employments, and change departments or job titles
- [Actions - Delete contact info](https://help.broadstripes.com/docs/viewing-search-results-and-edit/bulk-actions/bulk-actions-delete-contact-info.md): Delete address, phone, or email information from multiple contacts
- [Actions - Delete contacts](https://help.broadstripes.com/docs/viewing-search-results-and-edit/bulk-actions/bulk-actions-delete-contacts.md): Permanently delete multiple contact records using bulk actions
- [Actions - Add/remove from list](https://help.broadstripes.com/docs/viewing-search-results-and-edit/bulk-actions/bulk-actions-list.md): Add or remove multiple contacts from tag lists using bulk actions
- [Actions - Set or update a custom field](https://help.broadstripes.com/docs/viewing-search-results-and-edit/bulk-actions/bulk-actions-set-update-custom-field.md): Set or update custom field values for multiple contacts at once
- [Scrolling and paging through search results](https://help.broadstripes.com/docs/viewing-search-results-and-edit/scrolling-paging-results.md)
- [Selecting (and deselecting) contacts](https://help.broadstripes.com/docs/viewing-search-results-and-edit/selecting-deselecting-contacts.md)
- [Using keyboard shortcuts](https://help.broadstripes.com/docs/viewing-search-results-and-edit/use-keyboard-shortcuts.md)
- [Add a new person](https://help.broadstripes.com/docs/working-with-records/add-a-new-person.md)
- [Add a shop or department (organization)](https://help.broadstripes.com/docs/working-with-records/add-a-shop-or-department.md)
- [Add, Edit or Delete an Address](https://help.broadstripes.com/docs/working-with-records/add-edit-or-delete-an-address.md)
- [Components of the Address Form](https://help.broadstripes.com/docs/working-with-records/components-of-the-address-form.md)
- [Merging contacts](https://help.broadstripes.com/docs/working-with-records/merging-contacts.md): Combine duplicate contact records into a single record
- [Working with flexible contact info columns](https://help.broadstripes.com/docs/working-with-records/working-with-flexible-contact-info-columns-video.md): Learn how to use flexible contact info columns to display phone and email data on the fly
- [Enhancements, updates, and bug fixes for Broadstripes](https://help.broadstripes.com/release-notes/release-notes.md)
- [Site Map](https://help.broadstripes.com/sitemap.md): Complete list of all pages in the Broadstripes Help Center

## OpenAPI Specs

- [openapi](https://help.broadstripes.com/api-reference/openapi.json)