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Union Software · Organizing campaigns

Organizing

Run organising campaigns with clarity

Track support, leadership, and outreach from one place.

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A union organizer meeting younger transit workers in a break room with a workplace map on the table.
Worker by workerKeep the relationship, issue, and next conversation together.

0101 · The whole campaign

Open the campaign and see where work is moving.

Set the employer, worksites, targets, team, phases, and goals. Keep every worker and action tied to the right campaign.

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Campaign · Northline Logistics

Organizing campaign

Workers, worksites, conversations, issues, leaders, and follow-up in one campaign record.

All records This month All teams
Workers186
Conversations94
Leaders12
Support58%
New contacts2
Current workMaya Chen
AR Sep 18
Member follow-upAndre Williams
JC Sep 19
Conversation due2
Current workSofia Ramirez
AR Sep 18
Member follow-upNoah Patel
JC Sep 19
Leader follow-up2
Current workShift meeting
AR Sep 18
Member follow-upSafety issue group
JC Sep 19

Organizers begin the day knowing who needs a conversation and what the campaign needs next.

More you can do

Run more than one campaign without mixing workers, notes, permissions, or reporting.

0202 · Every relationship

Remember the person, not just the rating.

Keep contact details, workplace assignment, issues, support, relationships, language, availability, and conversation history on each worker record.

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Campaign · Northline Logistics

Campaign workers

Filter by worksite, shift, issue, relationship, support, or follow-up.

All records This month All teams
Workers186
Conversations94
Leaders12
Support58%
NameDetailsStatus
Maya ChenMaintenance technicianNorthline Logistics · NightsLeader
Andre WilliamsForklift operatorNorthline Logistics · DaysSupporter
Sofia RamirezShipping clerkEast Distribution · DaysFollow up
Noah PatelWarehouse associateEast Distribution · AfternoonsUndecided

The next organizer can continue the relationship without asking the worker to start over.

More you can do

Control sensitive fields, record consent, find duplicates, and keep a clear audit history of changes.

0303 · Coverage you can act on

See the workplaces and shifts behind the totals.

Compare worksite coverage, conversation activity, leader reach, and unresolved issues without exposing private home addresses.

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Campaign · Northline Logistics

Worksite coverage

Compare campaign reach across the employer’s locations and shifts.

All records This month All teams
Workers186
Conversations94
Leaders12
Support58%
82 workers · 71% reachedNorthline Main Plant

Maintenance technician

Leader
54 workers · 48% reachedEast Distribution

Forklift operator

Supporter
31 workers · 36% reachedAirport Warehouse

Shipping clerk

Follow up
19 workers · 63% reachedMaintenance Annex

Warehouse associate

Undecided

The campaign team can see where coverage is strong and where another organizer is needed.

More you can do

Save geographic or worksite groups for assignments, outreach, and reporting.

0404 · Honest campaign reporting

Know what changed, not only how many records exist.

Follow conversations, support movement, leader development, issue activity, task completion, and coverage by worksite or organizer.

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AC
Campaign · Northline Logistics

Campaign progress

Support movement, conversations, coverage, and organizer workload.

All records This month All teams
Workers186
Conversations94
Leaders12
Support58%
Activity over timeLast 30 days
Week 1Week 2Week 3Week 4

Campaign and union leaders can make resource decisions from current organizing work.

More you can do

Report with protected totals while keeping sensitive worker notes available only to authorized organizers.

Built around the union

The organizing details that cannot live safely in a loose spreadsheet.

Keep worker relationships useful to the campaign while protecting the people who trusted the union with their information.

Worker relationships

Remember how people are connected.

Track coworkers, introducers, leaders, issues, shifts, and conversation history.

Field-level access

Protect sensitive campaign information.

Limit ratings, notes, contact details, and exports to authorized organizers.

Campaign analytics

See movement and coverage.

Compare outreach, support, leaders, tasks, and worksite progress.

Change history

Keep campaign records accountable.

See who changed assignments, support, notes, and access.

One system. Current union records.

Carry the relationship forward when workers become members.

Move successful organizing work into the union’s member system without throwing away the relationships, workplaces, and history that built it.

OrganizingThe working record
PeopleNew member handoff
CommunicationsAuthorized outreach
FormsIssue and interest forms
WorkspaceCampaign work

Start with the campaign

Give organizers one secure working record.

Set up the employer, worksites, organizing team, and first worker conversations.