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Union Software forms and surveys

Forms & Surveys

Collect information without extra tools

Create forms for sign-ups, surveys, and intake in minutes.

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Healthcare union members reviewing a workplace safety survey together in a hospital staff room
Built for the question at handFrom one member update to a union-wide survey, every form starts with a recognizable task.

01Start with the question

Build the form your union actually needs.

Start from a template or a blank form, then add text, email, phone, date, choice, agreement, rating, and file fields. Organize longer work into clear steps and write the welcome and completion message in the same editor.

All changes savedAC
Forms

Forms

Create secure forms, surveys, and connected intake workflows.

All formsLiveDrafts
Search forms
FormStatusSubmissionsUpdated
Update Contact InformationFormLive1,028Today
Health & Safety ReportFormLive2411 min ago
2026 Bargaining PrioritiesSurveyLive612Yesterday
Organizing Interest FormPeople intakeDraft—2 days ago

Staff can create a recognizable member form without waiting for a developer or outside vendor.

More you can do

Set the theme, required fields, validation, confirmation experience, notifications, schedule, and protection settings. Save the finished form as a reusable starting point for the next local, committee, or campaign.

02Easy to complete

Give members a clear form on any device.

Publish one secure link or QR code that works on a phone, tablet, or computer. Use conditional steps to keep the form relevant, then follow submissions without sorting through attachments and email replies.

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Health & Safety Report

Build a secure workplace issue intake form.

Live
OverviewWelcome ScreenThemeSuccess ScreenSteps & FieldsPeople Integration
Fields Short Text Dropdown Long Text Photo upload Agreement
Step 1 · Report the concern5 fields

Which worksite is affected?Required

What type of concern is this?Required

Describe what happenedRequired

Upload a photoRequired

Is immediate action required?Required

Members can report an issue, update details, register, or answer a survey without learning another system.

More you can do

Open a submission to review the full response, files, completion time, source, and follow-up status. Filter the queue, assign review work, and export a controlled copy when another process requires it.

03Collect once

Turn approved responses into current member records.

Map form fields to People once, then decide how matching submissions should be handled. Automatic, manual, and batch review modes let your union choose when a response updates an existing record or creates a new one.

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Edit form

Update Contact Information

Auto-save is on · Member profile workflow

Live
OverviewWelcome ScreenThemeSuccess ScreenSteps & FieldsPeople Integration
Sync ModeChoose how submissions interact with People.
Field MappingCommon fields are matched automatically.
EmailEmail
Mobile phonePhone
Street addressAddress line 1
CityCity

A phone number, address, worksite, or organizing lead does not have to be typed into a second database.

More you can do

Match records using the fields your union trusts, review proposed changes before approval, and keep a clear result for every submission. The mapping stays attached to the form so the next response follows the same rules.

One clear path

From question to approved action.

The member sees a simple form. Staff keep the rules, review, and follow-up behind it.
  1. 01
    BuildChoose the questions and rules
  2. 02
    CollectPublish one clear member experience
  3. 03
    ReviewUnderstand every response
  4. 04
    UpdateApply approved information

04Answers you can use

See the result without rebuilding the spreadsheet.

Review completion, response trends, question results, and distribution performance while the form is live. Use the same workflow for bargaining priorities, health and safety reports, event registration, organizing intake, and member service.

All changes savedAC
Edit survey

2026 Bargaining Priorities

Rank the issues members want addressed next.

Live
OverviewWelcome ScreenThemeSuccess ScreenSteps & FieldsPeople Integration
Fields Rating scale Ranking Multiple choice Long Text
Step 1 · Bargaining priorities4 fields

Rank your top bargaining prioritiesRequired

How important are wages?Required

Scheduling improvementsRequired

Anything else to share?Optional

Committees and leadership can understand what members said while staff keep the underlying responses organized.

More you can do

Compare answers by question, filter the submission set, review distribution activity, and keep the response history attached to the form. Export only when a specific external use requires a copy.

Built around the union

The questions teams ask before publishing a form.

Forms covers the complete workflow, not only the page members fill out.

Can we build our own forms?

Yes. Use a visual builder and union-ready templates.

Create steps, fields, logic, themes, welcome screens, completion screens, and saved templates.

Can a response update People?

Yes. Map approved answers to current People fields.

Choose automatic, manual, or batch review, then match an existing person or create a new approved record.

Can we control who uses a form?

Yes. Set availability, protections, and review rules.

Use scheduling, secure links, access settings, validation, notifications, and an accountable submission history.

Can committees see the results?

Yes. Review response and distribution results while the form is live.

See question summaries, completion, filters, submission details, and controlled exports.

Can members receive confirmation?

Yes. Customize the success screen and notifications.

Confirm the submission on screen and notify the member or assigned staff when follow-up is needed.

Can we use forms for more than surveys?

Yes. Use the same system for intake, updates, reports, registrations, and organizing.

Each workflow can keep its own questions, fields, review mode, audience, and follow-up.

One system. Current union records.

The answer can continue into the next union task.

Use current People fields, send the form through Communications, place it on a public or protected site, or begin a structured follow-up. Authorized teams keep the information in the workflow instead of copying it between vendors.

Forms & SurveysThe working record
PeopleApproved record updates
CommunicationsDistribute the form
CasesStructured intake
SitesPublic and protected pages

Start with one real form

Replace the next spreadsheet or fillable PDF.

Create a form with your union’s questions, publish it, and see how responses can continue into People and the rest of Union Software.