Running CRM projects in unions

In September, the TUC Digital Lab ran a workshop for unions working on or considering CRM migration projects.

This is the second time we’ve covered CRM in the Digital Lab and, for the second time, it was very popular, with 40 union staff from 20 union organisations of all sizes attending, ensuring we captured a range of experiences.

Continue reading Running CRM projects in unions

User needs for union joining forms

Union joining forms are an important but often overlooked step in union organising. You need a process to get people into the union, check applicability in some cases, gather their contact data and set up appropriate payment routes.

Sometimes this means the forms get more complicated than they need to be. Having one guaranteed interaction with a new member means there’s a chance to gather lots of information that unions may or may not need in the future.  However that can bloat forms and put people off from joining due to complexity or concern at sharing data.  Continue reading User needs for union joining forms