🚀 Getting Started
Welcome to Broadstripes!
Topics covered:
- Viewing your homepage
- Searching for workers or shops by name
- Adding new workers or shops
- Navigating the Turf Panel and Search Results Panel
- Data entry basics
- Printing lists
- Viewing workers on maps
👥 User Management
Invite a New User to Your Project
Learn how to:
- Add new users to your project
- Set up roles and permissions
- Send invitation emails
Remove Users or Edit Permissions
Learn how to:
- Edit user roles and permissions
- Remove users from projects
- Manage team access
📱 Communications & Messaging
Text Messaging Overview
- SMS messaging fundamentals
- How text messaging works in Broadstripes
- Best practices for bulk messaging
Set Up and Use Text Messaging
- Setting up text messaging
- Opting in cell phone numbers
- Sending text blasts
- Managing permissions
Text Messaging Permissions - Opt In
- How to opt in cell phone numbers
- Managing SMS permissions
- Bulk opt-in processes
- Compliance requirements
🔍 Search & Advanced Features
Build Custom Searches with Search Builder
- Using the search builder tool
- Creating complex searches
- Filtering by multiple criteria
- Finding specific groups (leaders, assessed ones, event attendees)
Add Rule Groups to Your Search
- Creating rule groups (clauses)
- Using AND/OR operators effectively
- Building complex search logic
- Finding leaders at multiple locations
🔗 Relationships & Social Groups
Working with Relationships
- Understanding relationships between contacts
- Creating and managing relationships
- Using relationships in your organizing work
Working with Social Groups
- Creating and managing social groups
- Organizing contacts by shared traits
- Using social groups in searches and reports
📊 Layouts & Customization
Flexible Contact Info Columns
- Creating flexible contact info columns
- Customizing search results display
- Setting up multiple contact columns
- Organizing phone numbers and emails
📞 Call Center
Using the Call Center
- Setting up and using the call center
- Making calls through Broadstripes
- Tracking call outcomes