Know who needs attention, who owns the follow-up, and where support is moving
UnionX Organizing - Outreach Coordination
Organizing campaigns fail when outreach ownership is unclear. The same workers get contacted twice while others go weeks without follow-up. UnionX Organizing gives organizers and leadership shared visibility into who owns what and where the campaign stands.
Messy outreach loses drives
Outreach gets messy when ownership is unclear
Without organizer assignments, organizing teams work from personal notes, spreadsheets, and memory. Workers get duplicate contacts. Promising leads go cold. No one knows where the campaign actually stands until someone calls a meeting and compares notes.
UnionX Organizing replaces that guesswork with shared visibility: who owns which workers, what outreach has happened, where sentiment is moving, and who needs follow-up next.
Share the load
Assign workers to organizers and share the load
Assign workers to specific organizers so outreach ownership is clear across the team. Each organizer sees their assigned workers, tracks their contact attempts, and updates status as the campaign moves. Leadership sees the full picture without needing a team meeting.
- Assign organizers to workers and drives.
- Track contact attempts and outreach ownership per worker.
- Organizers see their workload. Leadership sees the campaign.
- Reassign workers when organizers change or the campaign needs to shift focus.
Sentiment changes. Track it.
Track sentiment as the campaign changes
Sentiment changes as the campaign moves. A worker who was undecided last week may have become hostile after a management meeting. A follow-up-needed worker may have signed. UnionX Organizing lets organizers update and track worker sentiment so the team knows where to focus attention next.
Friendly
Hostile
Undecided
Unknown
Follow-up needed
One place for outreach
Coordinate SMS and follow-up from one place
UnionX Organizing supports SMS campaigns and worker touchpoints as part of the outreach workflow. Coordinate outreach at scale without managing separate messaging tools or losing the activity record across personal phones.
- Coordinate SMS campaigns from within the organizing workflow.
- Worker touchpoints and contact attempts logged in the campaign record.
- SMS activity connected to worker records and available for filing support.
- Compliance and opt-out awareness built into the outreach workflow.
Visibility for everyone
Give organizers field visibility and leadership campaign visibility
Organizers in the field need to know who they own and what needs follow-up. Campaign directors and business agents need to know where the drive stands across the full worker list. UnionX Organizing gives both views without requiring a team call to compare notes.
- Organizer view: assigned workers, outreach status, follow-up queue.
- Leadership view: campaign progress by drive, worker, target, and card status.
- Sentiment distribution across the full worker list.
- Card collection progress by digital, paper, and hybrid.
Related organizing tools
Card Collection
Digital, paper, and hybrid card workflows connected to the same worker list.
Explore card collectionFiling Support
Outreach activity is part of the evidence record when your filing is challenged.
Explore filing supportFrequently asked questions
Can we assign organizers to specific workers?
Can organizers track worker sentiment?
Does UnionX Organizing support SMS campaigns?
Can leadership see campaign progress without being in the field?
Coordinate the campaign, not just the contacts
UnionX Organizing gives your team shared visibility into outreach ownership, worker sentiment, and campaign progress - without the spreadsheets.