Purpose
1.2. Enable seamless digital onboarding, verify eligibility, and automatically update members on tier changes, rewards, and exclusive offers in real time.
1.3. Ensure regulatory compliance, reduce manual errors, automate promotional targeting, and improve guest engagement through immediate communication.
Trigger Conditions
2.2. A new member profile is created or updated in the casino’s CRM/database.
2.3. Status change or promotion triggers (point thresholds, birthdays, or event participation).
2.4. API webhook or event detects eligible status upgrade/downgrade.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS API — automated message sent on sign-up/status change; sample: POST to /Messages endpoint with recipient and dynamic alert text.
3.2. SendGrid
• Feature/Setting: Transactional Templates — automate email alerts for sign-up/status; configure a dynamic template with member info variables.
3.3. Salesforce
• Feature/Setting: Process Builder/Flow — automate triggers on new/updated records; create flows for member onboarding and status alert emailing/SMS.
3.4. Zapier
• Feature/Setting: Multi-step Zaps — automate workflows between CRM, marketing tools, and comms channels; set triggers for new sign-ups/status.
3.5. Microsoft Power Automate
• Feature/Setting: Automated Cloud Flow — configure trigger from CRM/database update and steps for sending SMS, email, or push notifications.
3.6. HubSpot
• Feature/Setting: Workflow Automation — automatically enroll new club members and trigger custom alert emails or SMS using connected integrations.
3.7. Mailchimp
• Feature/Setting: Automated Campaigns — trigger welcome and status-change emails via API list automation.
3.8. ActiveCampaign
• Feature/Setting: Automations — create logic for onboarding sequences and tier notification emails/SMS using API triggers.
3.9. Slack
• Feature/Setting: Incoming Webhooks — send automated notifications to staff/management channels for new sign-ups or VIP upgrades.
3.10. Google Sheets
• Feature/Setting: Apps Script/Automations — append sign-up data; trigger on row addition to automate further alerts or status checks.
3.11. AWS Lambda
• Feature/Setting: Event-driven compute — automate backend verification and trigger comms functions/APIs post sign-up or status modification.
3.12. Google Cloud Functions
• Feature/Setting: Function triggers — automate processes from Firestore/Sheets/DB writes for timely player alerts.
3.13. Intercom
• Feature/Setting: Event-based Messaging — automate onboarding messages or in-app alerts based on profile updates.
3.14. OneSignal
• Feature/Setting: Push Notification API — automate sending real-time push alerts for membership status.
3.15. Pusher
• Feature/Setting: Event Streaming — automate real-time UI status indicators on digital displays and kiosks.
3.16. Firebase
• Feature/Setting: Cloud Messaging — automated push to app users for sign-up or upgrades; Firestore triggers alert automations.
3.17. Okta
• Feature/Setting: Lifecycle Management API — automate identity/check verification for compliant sign-ups.
3.18. DocuSign
• Feature/Setting: eSignature API — automate waiver or consent collection during digital sign-up.
3.19. Oracle Hospitality
• Feature/Setting: OPERA Cloud API — automate transfer of club sign-ups from POS/kiosk to guest profile and marketing system.
3.20. Workato
• Feature/Setting: Automated Integrations — configure recipes to automate multi-system sign-up and alert flows.
3.21. Klaviyo
• Feature/Setting: Triggered Flows — automate relevant email/SMS to segments on sign-up or tier changes.
3.22. Freshdesk
• Feature/Setting: Automations — automate creation of personalized support cases on club registration if required.
3.23. Genesys Cloud
• Feature/Setting: Event Triggers — automate outbound IVR or SMS to new sign-ups for verification.
3.24. Zoho CRM
• Feature/Setting: Workflow Rules — automate alerts and follow-ups on new or updated member records.
Benefits
4.2. Automation enables real-time status communication, boosting guest satisfaction and loyalty.
4.3. Automated compliance checks speed up secure verification for faster guest activation.
4.4. Automator ensures timely, consistent engagement with personal promotions, improving marketing ROI.
4.5. Automating status alerts helps upsell VIP services and loyalty rewards instantly.
4.6. Automatedly collects data for analytics on guest behavior and campaign performance, optimizing operations.