Scattered worker data
Crew lists, contact details, employer information, and campaign notes get split across too many places.
See how we help with thisOrganizing workflow in a box
UnionX Organizing
Run the full organizing workflow from research and crew lists to outreach, digital and paper cards, filing support, and activity evidence when your filing is challenged. UnionX Organizing gives your team one dashboard to coordinate the campaign, share the load, and keep the record clean.
Empower your organizers
Effective organizers do not rely on spreadsheets, screenshots, and memory
Most organizing teams are forced to stitch together paper cards, spreadsheets, personal phones, email inboxes, generic e-signature tools, and organizer notes. That works until the campaign accelerates, the filing deadline gets close, or someone challenges what happened.
UnionX Organizing captures the data and audit trail as organizers do their daily work - so they can stay focused on what actually wins drives: forging relationships, earning trust, and getting cards signed.
Unclear outreach ownership
Without organizer assignments, the same workers can be missed, duplicated, or left waiting for follow-up.
See how we help with this No audit trail
When your filing is challenged, there is no log of interactions, outreach attempts, or who said what - just fragmented texts and memory.
See how we help with this
eSig tools built for contracts, not organizing
Generic e-signature tools cost $5–$10 per card and were built for contract signing - not union drives. No organizer assignments, no sentiment tracking, no filing exports.
See how we help with thisThe organizing workflow
One workflow from first target to filing package
UnionX Organizing is built around the way organizing work actually moves: identify the target, build the list, coordinate outreach, collect cards, track support, and prepare the filing record.
- Research
Track target information and prepare the campaign. Research capabilities are expanding as part of the UnionX Organizing roadmap.
- Crew lists
Import and manage workers, contact details, worksites, employer information, and campaign-specific lists.
- Outreach coordination
Assign organizers to workers, track contact attempts, and share the follow-up load across the team.
- Sentiment tracking
Track whether workers are friendly, hostile, undecided, unknown, or need follow-up so organizers know where to focus.
- Card collection
Collect digital cards, track paper cards, run hybrid campaigns, and keep all card activity connected to the worker record.
- Filing support
Prepare exports, signature records, paper card images, and activity evidence for the filing package.
- Challenge readiness
When your filing is challenged, the activity history is already captured instead of reconstructed after the fact.
Evidence before the challenge
When your filing is challenged, your evidence should already exist
A labour board challenge is the wrong time to start rebuilding the story of the campaign. UnionX Organizing tracks the work as it happens: when cards were signed, when texts were sent, who contacted each worker, which organizer owned the follow-up, how worker sentiment changed, and what activity supported the filing.
- Track digital card timestamps and verification details.
- Preserve outreach activity such as SMS campaigns and worker touchpoints.
- Connect organizer assignments and follow-up ownership to worker records - with a full audit history of every interaction logged automatically.
- Include paper card photos in labour board exports where required.
- Keep filing support connected to the actual campaign history.
All cards, one package
Digital cards, paper cards, one filing package
UnionX Organizing does not force every union into one card workflow. Run fully digital, fully paper-based, or hybrid campaigns. Collect cards online, track paper cards, upload photos of signed paper cards, and include card images directly in labour board exports when required.
Digital card collection
Workers can sign from a phone or computer using a campaign-specific signature page, with verification and payment workflows available where required.
Paper card support
Track paper cards inside the same campaign record and attach photos so physical cards do not disappear into binders and side folders.
Hybrid organizing
Support field organizers collecting paper cards while remote workers sign digitally. Keep both paths connected to the same worker list and filing package.
Lower signature friction
Generic e-signature tools can cost $5 to $10 per card. UnionX Organizing gives unions a campaign-native card workflow built for organizing, not generic contract signing.
Where your labour laws require a payment alongside the signed card, UnionX Organizing adds a payment step directly to the signing workflow - collected through Stripe and deposited to the union's account. See how it works
Explore Card Collection
Coordinate the people
Coordinate the people doing the work, not just the data
Organizing is relationship work. UnionX Organizing helps teams assign workers to organizers, track contact attempts, monitor sentiment, and keep the next follow-up visible so the load is shared across the team.
- Assign organizers to workers so outreach ownership is clear.
- Track friendly, hostile, undecided, unknown, and follow-up-needed workers.
- Monitor sentiment changes as the campaign moves.
- Use SMS campaigns and worker touchpoints to coordinate at scale.
- See campaign progress by worker, drive, target, and card status.
Every drive builds your organizing intelligence
Workers in many trades and industries are transient - they move between employers, worksites, and industries. A name that appeared in a drive two years ago may show up again in your next target. When campaign history disappears into old spreadsheets or personal phones, that context disappears with it.
UnionX Organizing preserves historical drive data so it compounds into a research asset over time. Workers from past campaigns remain searchable. Previous drive participation shows whether someone was supportive or hostile before the first contact is made in a new campaign.
- Worker records persist across drives and remain searchable when a name appears in a new campaign.
- Past drive participation captured - see if someone previously signed, supported, or opposed an earlier organizing effort.
- Contact information from historical campaigns available as a research starting point for new drives.
- Organizing intelligence compounds with every campaign your team runs.
Built for real organizing momentum
In a recent successful campaign, organizers completed a drive involving more than 800 workers in under 3 months. In the first 24 hours alone, 149 digital cards were collected through UnionX Organizing.
800+
workers in the drive
<3 mo
to campaign completion
149
digital cards in the first 24 hours
Purpose-built for union organizing
Plan the campaign
- Drive and campaign management
- Target and employer tracking
- Worker and crew list management
- Cross-drive worker search and history
- Permissions and access control
Coordinate outreach
- Organizer assignments
- Friendly / hostile / sentiment tracking
- SMS campaigns and outreach history
- Follow-up and contact attempts
Collect cards
- Digital card signing
- Paper card tracking and photo attachments
- Hybrid card workflows
- Signature declaration text and legal wording controls
- Verification and payment workflows
- Branding for signature pages
Prepare the filing
- Labour board exports
- Reports and campaign dashboards
- Activity records and timestamps
- Paper card image export
Frequently asked questions
Can UnionX Organizing support paper cards?
Yes. UnionX Organizing supports paper card tracking, paper card photos, and hybrid workflows alongside digital cards.
Can UnionX Organizing support fully digital cards?
Yes. Workers can sign cards digitally through campaign-specific signature pages, with verification and payment workflows available where required.
Can UnionX help when a filing is challenged?
UnionX Organizing helps preserve campaign activity records, signed card details, outreach history, paper card images, and exports that can support the filing process. It does not replace legal advice or guarantee labour board outcomes.
Can organizers track worker sentiment?
Yes. Organizers can track worker status and sentiment, including friendly, hostile, unknown, and follow-up states, depending on configured workflows.
Can we assign organizers to specific workers?
Yes. UnionX Organizing supports assigning organizers to workers and drives so outreach ownership is clearer across the team.
Can UnionX Organizing collect payment when a card is signed?
Yes. When a drive has a payment requirement set, a payment step is added directly to the card signing workflow. Workers pay by credit card, debit card, Apple Pay, or Google Pay - processed through Stripe and deposited to the union's bank. The payment record is tied to the signed card. See the full payment workflow on the card collection page.
See the organizing workflow in action
UnionX Organizing gives your team one place to manage the campaign, collect the cards, track the outreach, and prepare the record for filing.