Pre-Orientation Survey

Tell us how you plan to use the app and we'll customize it for you.

Everything here will be reviewed during your orientation call. Skip anything you're unsure about — there are no wrong answers.

Organization Info

Basic information about your union local.

Union Name *

Local Number

Parent Organization / Affiliation

Mailing Address

Organization's Main Phone Number

Organization's Main Email Address

Union Website

Facebook

Twitter / X

Instagram

App Administrators

Who will manage the app day-to-day and what access level do they need?

Contact Email for This Survey *

Admin 1

Name *

Email *

Phone

Title / Role in Union

Access Level

Groups & Committees

Groups let you organize members beyond their bargaining unit and location. A group can be a standing committee (e.g., "Grievance Committee", "Political Action Committee"), your executive board, stewards, a special project team, or any other subset of your membership.

Groups can be admin-assigned (only admins add members) or opt-in (members join themselves). Groups can receive targeted push notifications, news, events, and documents.

Do you have committees or groups you'd like set up in the app?

Yes No

Group 1

Group Name

Type

Brief Description

Would you like a "Member News" opt-in group?

Member News is a public, opt-in group for sharing personal news and milestones about members - birthdays, retirements, births, condolences, awards, and other good-and-welfare items. Members who opt in receive these updates via push notification. Think of it as the "Good and Welfare" section of your meeting agenda, but in the app.

Yes No

Any other group ideas you're not sure about?

I'd like to discuss this section during orientation

Member Approval & App Access

Configure who can access the app and what they can see.

Worker Categories

These questions help us understand who your members are, so we can set up the right access levels.

Do any of your bargaining units include public sector workers? Public sector includes government, public schools, state universities, etc.

Yes No Not sure

Do any of your members work in a so-called “right-to-work” state? So-called “right-to-work” states include TX, FL, AZ, GA, and 23 others. If you're not sure, we can figure it out on the call.

Yes No Not sure

Do you have agency fee payers — non-members who pay a reduced fee for representation?

Yes No Not sure Not applicable

App Access Configuration

Can people browse app content without creating an account?

Yes No

What can unregistered visitors see?

News stories marked public Event calendar Custom menu links

Who should be able to log into the app?

Anyone (open registration) Any worker eligible to become a member Members only Not sure — discuss during orientation

Should some app content be restricted so only verified full-dues members can see it?

Yes No

Which features should be restricted to verified full-dues members only?

Protected news stories (stories you mark as members-only) Documents & contracts (CBA, bylaws, etc.) Member directory Push notifications Specific custom menu items Other

Registration Approval

When someone registers, how should they be approved?

Access list verification — Upload a member list. People who match are verified automatically; others are held for admin review. Admin approval — An admin reviews and approves each registration manually. Hybrid (access list → manual) — Use access list for initial rollout, then switch to manual approval once most members are signed up. Auto-approve — Anyone who registers is automatically approved. Not sure yet — Discuss during orientation.

We have a short questionnaire to help us set up your access list. You can fill it out now or come back to it later — we'll send you the link in your confirmation email.

Do you have a member list ready to upload?

Yes No

Upload member list (CSV or Excel) Max 10MB. We'll use this to set up automatic verification.

What format is the file in?

CSV Excel Other

How should non-member workers be treated in the app?

Same access as verified full-dues members Can register and use the app, but can't see members-only content Cannot register — app is for full-dues members only

Registration Form Fields

What information should members provide when they register? Check the fields you want, then mark each as required or optional.

Include	Field	Required?
	Full name	Always required
	Email	Always required
	Phone number	Required Optional
	Home address	Required Optional
	Member ID / card number	Required Optional
	Department / unit	Required Optional
	Job title / classification	Required Optional
	Work location / site	Required Optional
	Hire date / seniority date	Required Optional

The fields you collect at registration should include at least one field that can be matched against your member list (e.g., email, employee ID).

Any custom fields specific to your local?

I'd like to discuss this section during orientation

Targeting & Segmentation

UnionConnect lets you send push notifications and publish news, events, and information to specific groups of members - not just everyone at once. Below are the ways you can currently target content. Check the ones you'd use, and let us know if you need to reach members in ways not listed.

Which targeting options will you use?

By bargaining unit (e.g., send only to Teachers Unit) By location (e.g., send only to Main St Elementary) By sub-location (e.g., a specific department or floor) By custom group (e.g., Safety Committee, Stewards)

Do you also need to target by any of these?

Job classification / title (e.g., nurses vs. techs vs. admin) Shift (day / night / rotating) Seniority / hire date range (e.g., new hires in first year) Membership status (e.g., full members vs. fee payers vs. retirees)

Other targeting needs not listed above?

Briefly describe how you'd use targeting

I'd like to discuss this section during orientation

Custom Menu Items

Your app comes with standard menu items like News, Events, Documents, and Directory. You can also add custom menu items that link to external websites, internal pages, or specific content.

For example, you could add a menu item called "File a Grievance" that links to an online form, or "Our Contract" that opens your CBA document directly.

Would you like to add custom menu items?

Yes No

Menu Item 1

Menu Item Label

What should it link to?

Brief Purpose

Any other menu ideas you're not sure about?

I'd like to discuss this section during orientation

Content & Migration

What existing content will you bring into the app?

Do you have existing content to add to the app?

Documents (contracts, bylaws, policies) Events Contact / leadership directory News articles Photos

Do you have a current contract/CBA to upload?

Yes No

Do you have a member directory to import?

Yes No

Who will manage app content?

How often do you plan to update app content?

I'd like to discuss this section during orientation

Branding

Customize how your app looks.

App Store Title * The name displayed in the App Store and Google Play. 30 characters max.

Union Logo High-resolution PNG or SVG preferred. Max 10MB.

How should we pick your app colors?

Use your best judgment based on our logo I'll pick specific colors

Primary Brand Color

Secondary Brand Color

Tagline or Motto

I'd like to discuss this section during orientation

Goals & Communication

Help us understand your priorities so we can customize your orientation call.

What's the main reason you're interested in the app? *

Is there a specific event or deadline driving your timeline?

How do you currently communicate with members?

Email Text messages Facebook Website Flyers / printed materials In-person meetings Phone calls

What's your biggest communication challenge?

Anything else we should know before your orientation call?

I'd like to discuss this section during orientation

Review & Submit

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Orientation Survey

Welcome, !

Pre-Orientation Survey

Organization Info

App Administrators

Union Structure

Groups & Committees

Member Approval & App Access

Worker Categories

App Access Configuration

Registration Approval

Your App Access Summary

Registration Form Fields

Targeting & Segmentation

Feature Preferences

Custom Menu Items

Content & Migration

Branding

Goals & Communication

Review & Submit

Survey Submitted!