Membership renewal notifications

Purpose

1.1. Automate the sending of timely membership renewal notifications to spa customers, ensuring no missed renewals and enhancing member retention.
1.2. Automatedly inform members before expiration, automate follow-ups, provide payment links, and reduce manual billing workloads.
1.3. Automating reminders boosts revenue, automates compliance, and maintains client engagement, fully automating the membership renewal cycle.

Trigger Conditions

2.1. Membership expiration date is X days away (configurable).
2.2. Payment status remains unpaid beyond renewal date.
2.3. Membership status changes to “pending renewal”.
2.4. Manual or automated billing event detected.
2.5. Failed payment or transaction error triggers automated outreach.

Platform Variants

1 Twilio SMS

• Feature/Setting: Automated SMS campaign; configure Renewal Workflow, set triggers to expiration date, use Twilio Messaging API.

2 SendGrid

• Feature/Setting: Automated Email Notification via Marketing Automation; configure Email Automation API, use renewal email template, schedule triggers.

3 Mailchimp

• Feature/Setting: Automation Workflow; set up Recurring Date trigger, configure “Member Renewal” audience segment, use dynamic content blocks.

4 Salesforce

• Feature/Setting: Process Builder/Flow Automation; automate Send Email alert using Membership Object renewal field, connect via REST API.

5 HubSpot

• Feature/Setting: Workflow Automation; utilize Contact Properties with Last Renewal Date, automate renewal nurture email chain.

6 Zoho CRM

• Feature/Setting: Workflow Rules; trigger automated email/SMS for membership expiry, use Zoho Deluge script or Zoho CRM API.

7 ActiveCampaign

• Feature/Setting: Automated Campaign Sequence; set up automation using “Date Reaches” trigger, link to renewal payment page.

8 Stripe

• Feature/Setting: Billing Subscription Webhook; configure webhook on “upcoming_invoice”, use email or text via API on triggered event.

9 Google Calendar API

• Feature/Setting: Insert automated renewal reminder in spa admin’s shared calendar, use Calendar Events API for auto-generation.

10 Slack

• Feature/Setting: Automated Reminder via Slack API; send internal notification to membership team on renewal dates.

11 Intercom

• Feature/Setting: Custom Bots; build automated message on renewal trigger using Intercom API, direct user to payment page.

12 Pipedrive

• Feature/Setting: Workflow Automation; use deal stage change to trigger auto-reminder for renewal, integrate with Communications API.

13 WhatsApp Business API

• Feature/Setting: Automated Message Flow; trigger message template via API when renewal is due, automate document sharing.

14 Zendesk

• Feature/Setting: Automated Ticket Generation; set trigger for membership expiry, create renewal outreach ticket.

15 Microsoft Power Automate

• Feature/Setting: Scheduled Flows; date-triggered, send email/SMS with inbuilt connectors to CRM or payment processor.

16 Outlook 365

• Feature/Setting: Calendar-Based Reminder; automate recurring renewal invitations to members, use Microsoft Graph API.

17 Klaviyo

• Feature/Setting: Recurrent Reminder Flows; use renewal segment, template with dynamic due dates, automated scheduling.

18 Shopify

• Feature/Setting: Automated Follow-up Email; trigger on membership product subscription, use Shopify Admin API.

19 QuickBooks

• Feature/Setting: Recurring Invoice Scheduling; automate invoice creation and email for renewal, integrate via QuickBooks API.

20 Freshdesk

• Feature/Setting: Automated Notification Ticket; automate ticket/email/SMS on renewal approaching, configure via Automation Rules.

21 Brevo (formerly Sendinblue)

• Feature/Setting: Automated Workflow Sequence; customer attribute triggers personalized renewal emails, automate re-engagement.

22 Calendly

• Feature/Setting: Event Reminder Automation; setup automated email reminder for renewal consultation sessions.

Benefits

4.1. Automated renewal reminders reduce manual workload and human error.
4.2. Retains members by automating proactive engagement.
4.3. Streamlines billing and payment automation for finance teams.
4.4. Improves client experience with timely, automated, omnichannel communication.
4.5. Automated payment links increase renewal conversion and revenue.
4.6. Enhances compliance and business reputation through automation.