The Broadstripes search language
A quick reference guide to executing searches in Broadstripes.
Broadstripes Search Terms
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 covers feature-specific searches that are not available in all projects.
| Search Operators | ||
| Operator | Matching type | Example |
| = | Matches whole words in any order | name = john finds people named John but not Johnson |
| : | Matches word fragments in any order | name : john finds people named John or Johnson |
| == | Matches word(s) exactly (but still not case sensitive) | name == john finds people named john but not John |
| != | Finds contacts whose records do not contain the specified words | name != john excludes people named John but not Johnson |
| !: | Finds contacts whose records do not contain the specified word fragments | name !: john excludes people named John or Johnson |
| !== | Finds contacts whose records do not exactly match the specified text (not case sensitive) | |
| > | Values greater-than (numbers) or after (dates) | CustomNumber > 50 finds contacts with a custom field over 50 |
| < | Values less-than (numbers) or before (dates) | LastContact < "1 month ago" finds people last contacted over a month ago |
| Standard Searches | ||
| Basic | Finds... | Details |
| carson | people or orgs with the whole word “carson” in any text field (including all contact details, notes, timeline items, and custom text fields) | |
| john* | people or orgs with the word fragment “john” in any text field, e.g. “John”, “Johnson”, or “Johnstown”. Note: This search uses the asterisk as a "wildcard" character. The asterisk wildcard does not yet work in the keyword searches below. | |
| General | Finds... | Details |
| name = parker | people and orgs with the word "parker" anywhere in their name | |
| first = mary | people with the word "mary" anywhere in their first name | first will respond to the following magic values: any, none |
| middle : M. | people with a middle name of "M." | middle will respond to the following magic values: any, none |
| last = McFly | people with the word "McFly" anywhere in their last name | last will respond to the following magic values: any, none |
| id = ABC-123 | people or orgs with the Broadstripes ID “ABC-123”. Note: must be full ID (exact match). | |
| code <= 2 | people and orgs with a code lower than 3 (i.e. 1 or 2). Note: If the project has a code 0 (not recommended), people with that code will be found by this search, too. | code will respond to the following magic values: any, none |
| created < 2/14/2020 | people who were created before February 14, 2020 | |
| notes = "basketball fan" | people and orgs with the word “basketball fan” anywhere in their Notes field | notes will work with the following magic values: any, none |
| notes != referral | people and orgs with no notes fields containing the word “referral” | notes will work with the following magic values: any, none |
| list = "Q1 Targets" | people and orgs in the “Q1 Targets” list | list will work with the following magic values: any, none |
| attachment = card | people and orgs with an attached file that has “card” in its name | attachment will work with the following magic values: any, none |
| attachment = any | people and orgs with any attached files | attachment will work with the following magic values: any, none |
| type = person | all people in the project. Note: to find orgs, use the search “type = org” | type will work with the following magic values: all, person, org, user |
| age > 20 | people who have a birth date more than 20 years ago | |
| unionmember = no | people who have not been recorded as a union member | unionmember will respond to the following magic values: yes, no |
| usergroup = "NYC Organizers" | people who are part of the Broadstripes user group name "NYC Organizers" | usergroup will respond to the following magic values: any, none |
| import = 52 | people who were created or updated by a data import with ID# 52 | import will respond to the following magic values:any, none |
| createdby = "Jane Organizer" | people created by a user named "Jane Organizer" | createdby will respond to following magic values: me, any, none |
| updatedby = "Dennis" | people whose last update was made by a user named Dennis | updatedby will respond to following magic values: me, !=me, any, none |
| Contact Info | Finds... | Details |
| street = "Pennsylvania Ave" | people and orgs with an address containing “Pennsylvania” and “Ave” in the Street or Street Type fields Note: Addresses with the word “Avenue” spelled out would not match | |
| city = Washington | people and orgs with an address with the word “Washington” in the City field | |
| state = DC | people and orgs with an address with “DC” in the State field | |
| zip = 20500 | people and orgs with an address with “20500” in the Zip Code field | |
| email = gmail.com | people and orgs with an email address which contains the text “gmail.com” | email will also respond to following magic values: any, none, duplicate, repeated, error, home, other, personal, business |
| phone : 202 | people and orgs with a phone number that contains the numbers “202”. Note: The “:” operator finds word or number fragments and is best for searching phone numbers. | phone will also respond to following magic values: any, none, good, bad, duplicate, repeated, error, home, other, personal, business |
| cellphone = repeated | people and orgs that have a phone number that is also listed for another contact | cellphone will respond to the following magic values: any, none, good, bad, duplicate, repeated, error, home, other, personal, business Note: cell may be used instead of cellphone. |
| address = mapped | people and orgs with an address that Broadstripes was able to geo-locate | address will also respond to following magic values: review, repeated, bad, good, any, none |
| Contact Timeline | Finds... | Details |
| timeline = "willing to meet" | people and orgs with the phrase “willing to meet” in any of their timeline notes | timeline will also respond to the following magic values: any, none |
| timelinedate >= "5 months ago" | people and orgs with at least one timeline entry that was made in the last five months | |
| timelinetype = "Email Campaign" | people and orgs with an “Email Campaign” timeline entry | "timelinetype" will also respond to following magic values: any, none, "group meeting", "one-on-one", "phone call", "email", "house visit", "note", "code change", "event change" |
| contactedby = Kyle | people and orgs with a timeline entry with “Kyle” in the Contacted By field | contactedby will respond to the following magic values: any, none |
| timelineauthor = "George Lee" | people and orgs with a timeline entry that was created by “George Lee” | timelineauthor will respond to the following magic values: any, none |
| contact = 1/10/2016 | people and orgs with a timeline entry dated “1/10/2016” with Direct Contact box checked | |
| lastcontact < "1 year ago" | people and orgs which have not had a timeline entry with “Direct Contact” box checked in the past year | |
| Employment & Dept Structure | Finds... | Details |
| employer = none | people who have no employments | employer will respond to the following magic values: unspecified, any |
| employer = unspecified | people who have an employment, but with no employer specified | employer will respond to the following magic values: unspecified, any, none |
| employer == "Big Shop : Main Floor" | people who are employed on the “Main Floor” of “Big Shop” (must match exactly) | employer will respond to the following magic values: unspecified, any, none |
| primary = "Big Shop" | people whose "primary” employment is at “Big Shop” (only useful in projects where workers have multiple employments) | primary will respond to the following magic values: any, none, set, notset |
| dept = Housekeeping | people who work in (but not below) a department named “Housekeeping” (in any shop!) | dept will also respond to the following magic values: unspecified, any, none |
| indirect = "Big Shop" | people who work at “Big Shop,” but not at the top level of the structure | indirect will also respond to the following magic values: any, none |
| terminated = "Big Shop" | people who were terminated from “Big Shop” | terminated will respond to the following magic values: unspecified, any, none |
| terminationdate > 10/16/2016 | people who were terminated after 10/16/2016 | terminationdate will respond to the following magic values: any, none |
| childrenof = "Big Shop" | orgs anywhere in the shop structure under “Big Shop” | childrenof will respond to the following magic values: any, none |
| employees > 200 | orgs with 201 or more employees (both direct and indirect) | employees will respond to the following magic values: any, none |
| group = "Noon Lunch Break" | people who are part of the social group “Noon Lunch Break” | group will respond to the following magic values: any, none |
| employment = multiple | people who have more than one employer | employment will respond to the following magic values: none, any, multiple, single |
| isprimary = yes | people who have a primary employer | isprimary will respond to the following magic values: yes, no *usually used with an employer search ie isprimary = yes AND employer = "Higbees" will return people whose primary employment is at Higbees |
| Leadership | Finds... | Details |
| turf = "Nell Brown" | people who are employed at any shop or department (including children of these orgs) in the turf assigned to organizer “Nell Brown” | turf will respond to the following magic values: any, none, me |
| leader = Nell | people and orgs directly led by an organizer named “Nell” but not by an organizer she supervises | leader will respond to the following magic values: any, none |
| tree = Bill | people and orgs led by an organizer; in addition, this search will find any people led by those people, and people led by those people, and so on. | The technical term for this kind of search is "recursive," as it follows the tree of person-to-person leadership to the end. The tree search does not find people who work at organizations led by the organizer. For that, use the turf keyword. |
| role = committee | people who have the leader role “committee” | role will respond to the following magic values: any, none, leadership |
| leadersrole = committee | people and orgs directly organized by someone assigned the “committee” leader role | leadersrole will respond to the following magic values: any, none |
| leads = thompson | people who lead a person or org with the word “thompson” in their name | leads will respond to the following magic values: any, none |
| leads = any | people who lead any person or org. Note: contacts can be leaders without assigned roles. | leads will also respond to the following magic values: any, none |
| leadsin = "Big Shop" | people who lead any person or org within “Big Shop” and its child orgs | leadsin will respond to the following magic values: any, none |
| formerleader = Maria | people who were formerly led by an organizer named "Maria" | formerleader will respond to the following magic values: any, none |
| Project-Specific & Custom Data Searches | ||
| Relationships | Finds... | Details |
| If the Broadstripes “relationship” function is enabled for your project, there will be one or more special “relationship types” defined, such as “Friend of …” or “Has influence with…” Each of these relationship types becomes a new search keyword, as you can see below. | ||
| relatedperson = "Al Perez" | people and orgs which have a relationship with “Al Perez” | relatedperson will respond to the following magic values: any, none |
| relatedorg = "Big Shop" | people and orgs which have a relationship with the org “Big Shop” | relatedorg will respond to the following magic values: any, none |
| spouseorpartnerof = any | people who have a spouse or partner who is also in Broadstripes | spouseorpartnerof will also respond to the following magic values: any, none |
| friendof = "Herb Edelman" | people who are friends of "Herb Edelman" | friendof will respond to the following magic values: any, none |
| membersinclude = "Jane Lee" | orgs where “Jane Lee” is a member | membersinclude will respond to the following magic values: any, none |
| Custom Fields | Finds... | Details |
| How to search a custom field will depend on the data type of the field (e.g. checkbox or text). The examples below use the fictional fields Custom Text and Custom Checkbox. | ||
| customtext = any | people and orgs which have any value in the field “CustomText” | |
| customcheckbox = no | people and orgs which have the checkbox “Custom Checkbox” unchecked | |
| External Systems | Finds... | |
| External system fields are searchable, similar to custom fields. | ||
| legacyid <= 25000 | people or orgs with a LegacyID less than or equal to 25000 | |
| legacyid = none | people or orgs which have no LegacyID code entered | |
| Events | Finds... | Details |
| The examples below show how to search an event named “Card” that has two steps: “Signed” and “On File”. | ||
| card = signed | people who have a check in the “Signed” step of the “Card” event | |
| card = any | people who have a check in either step of the “Card” event | |
| cardsigned = Joelle | people who had the “Signed” step of the “Card” event checked by a user named “Joelle” | |
| cardsigned > "24 hours ago" | people who had the “Signed” step of the “Card” event checked in the past 24 hours | |
| Feature-Specific Searches | ||
| Call Center | Finds... | Details |
| The examples below show how to search for data acquired through use of the Call center. Searches can be conducted using custom call outcomes, pools, dates and callers as values. | ||
| callpool = “Monday Grand Hotel” | people who are a part of the call pool called Monday Grand Hotel | callpool will respond to the following magic values: any, none |
| caller = Justin | people who have been called by a user named Justin | caller will respond to the following magic values: any, none |
| calloutcome = “reached” | people who have had a call with the script-defined outcome "Reached" | In addition to any custom outcomes defined by the scripts in your project, calloutcome will work with the following magic values: any, none, and interrupted |
| firstcall = "no answer/voicemail" | people who were called but did not answer the call | |
| lastcall = “reached” | people who were reached when last called | |
| called < 05/10/22 | people who were called before May 10, 2022 | called will respond to the following magic values: any, none |
| Texting | Finds... | Details |
| Sms messages are also searchable. Searches can be conducted using message status, date, and text from the content of the message. | ||
| sms = delivered | people who have successfully received a text message from a user | sms will respond to the following magic values: incoming, outgoing, processing, error, provider, sent, delivered, undeliverable, failed, any, none |
| sms = “Howdy” | people who had a text conversation containing the word Howdy | sms incoming, outgoing, processing, error, provider, sent, delivered, undeliverable, failed, any, none |
| smsdate = 07/01/22 | people who received a text message on July 1, 2022 | |
| sms = outgoing | people who were sent a text message | |
| Bulk Email | Finds... | Details |
| Each bulk email is assigned an id number. Below you will see examples of how to search for sent, opened, clicked, unsubscribed and failed emails using this unique id number. | ||
| emailsent = 6 | people who were sent an email message using email message/template #6 | |
| emailopened = any | people who opened any email message | |
| emailclicked = 3 | people who clicked a link in email message #3 | |
| emailunsubscribed = 7 | people who unsubscribed from receiving email messages after receiving email #7 | |
| emailfailed = 3 | people who were sent email message #3 but the message failed | |
| Communications Permissions | Finds... | Details |
| Contact opt-in/opt-out status are searchable in relation to date and reason. | ||
| emailopt = out | people who are opted out of email contact | emailopt works with the following magic values: out, in, unspecified |
| emailopt > 2/15/19 | people who chose to opt in or out of email communications after February 15, 2019. | emailopt works with the following magic values: out, in, unspecified |
| emailopt = unspecified | people who have unspecified email contact permissions | emailopt works with the following magic values: out, in, unspecified |
| emailoptinreason = verbal | people who have verbally requested to receive email communications | emailoptinreason works with the following magic values:paper_form, online_form, email, text, verbal, bu, external_system |
| emailoptinreason = bu | people who are opted-in to email communications because they are a bargaining unit member | emailoptinreason works with the following magic values:paper_form, online_form, email, text, verbal, bu, external_system |
| textopt = in | people opted to receive text messages | textopt also responds to the following magic values: out, in, unspecified |
| textopt < 03/01/21 | people who opted in or out of text message communications before March 01, 2021 | textopt also responds to the following magic values: out, in, unspecified |
| textoptinreason = verbal | people who have verbally requested to receive text communications | textoptinreason responds to the following magic values: paper_form, online_form, email, text, verbal, bu, external_system |
| textoptoutreason = verbal | people who have verbally requested to not receive text communications | textoptoutreason will respond to following magic values: paper_form, online_form, email, text, verbal, external_system |
| Contact Info Modification | Finds... | Details |
| The search examples below show how to return contacts whose contact information have been changed according to date. | ||
| cellmod > “40 days ago” | people whose cell number was modified within the past days | |
| phoneoremailmod < 10/22/22 | people who changed phone or email info before October 22, 2022 | |
| addressmod = yesterday | people whose addresses were changed the previous day | |
| badaddressmod = 2/14/17 | people who have been modified with a bad address on said date | |
| Map Shapes | Finds... | |
| shape = "Ward 1" | people whose primary address lies within the shape named "Ward 1" | In addition to the names of any custom shapes in your project, the shape keyword will work with the any and none magic values. |
| shapegroup = “Wards” | people whose primary address lies within a shape group with "Wards" in its name | |
| wards = “Ward 1” | people whose primary address lies within the "Ward 1" shape of the "Wards" custom shape group | In addition to the names of any custom shapes in your project, the shape keyword will work with the any and none magic values. |