Client Management & CommunicationPurpose
1.2. Ensure timely notifications for class schedules, payments, membership renewals, workshop promotions, and personalized encouragement to increase retention.
1.3. Centralize communication channels and reduce manual outreach by staff, streamlining client management.
Trigger Conditions
2.2. Membership registration, renewal, or approaching expiration date.
2.3. Payment completion, missed payment, or class booking.
2.4. Event creation or updates (e.g., workshops, competitions).
2.5. Custom triggers by member segment (e.g., beginner, advanced).
Platform Variants
• Feature/Setting: Use “Messaging Services” API to send scheduled SMS with class updates and reminders.
• Sample: Schedule “Messages” POST to /v1/Accounts/{AccountSid}/Messages on calendar event.
3.2. SendGrid
• Feature/Setting: Automate “Marketing Campaigns” API to send recurring email newsletters or reminders.
• Sample: Schedule campaign creation and recipient upload to /v3/marketing/singlesends.
3.3. Mailchimp
• Feature/Setting: Create “Automated Flows” (customer journeys) for recurring emails and follow-ups.
• Sample: Set triggers in “Customer Journey Builder” to send emails X days after event.
3.4. ActiveCampaign
• Feature/Setting: Configure “Automations” to launch recurring sequences for renewals and birthday emails.
• Sample: Use “Start Trigger” API with segment filter and timed actions.
3.5. WhatsApp Business API
• Feature/Setting: Automate recurring notifications using “Message Templates.”
• Sample: POST to /v1/messages with registered template at scheduled intervals.
3.6. Slack
• Feature/Setting: Use “Scheduled Messages” with chat.scheduleMessage API for member notifications.
• Sample: Send reminders in member channel before each class.
3.7. Gmail API
• Feature/Setting: Schedule and auto-send emails via “Users.messages.send.”
• Sample: Trigger draft send one day prior to class via batch script.
3.8. Outlook365
• Feature/Setting: Leverage “Calendar APIs” to send event invites and reminders.
• Sample: Auto-create calendar event and notification email through v1.0/me/events.
3.9. Facebook Messenger
• Feature/Setting: Automate recurring broadcasts to subscribers with “Send API.”
• Sample: POST messages with personalization tokens to segment lists.
3.10. Zoho CRM
• Feature/Setting: Use “Workflow Rules” to trigger emails or SMS based on custom membership fields.
• Sample: Schedule recurring “Workflow Actions” after sign-up or renewal date.
3.11. Salesforce
• Feature/Setting: Configure “Process Builder” to auto-send reminders via preferred channel.
• Sample: Set scheduled actions for renewal task creation.
3.12. HubSpot
• Feature/Setting: Employ “Workflows” to send recurring nurture content.
• Sample: Time-delay workflow based on joining anniversary.
3.13. Pipedrive
• Feature/Setting: Set up “Activity Reminders” through Activities API.
• Sample: Schedule follow-up calls/emails on renewal date.
3.14. Zoho Campaigns
• Feature/Setting: Design “Autoresponders” for recurring event or payment reminders.
• Sample: Schedule autoresponder series tied to membership start.
3.15. Constant Contact
• Feature/Setting: “Automation Path Builder” for recurring event invitations and updates.
• Sample: Event-triggered emails configured by list join events.
3.16. Intercom
• Feature/Setting: “Outbound Messages” for journaled, timed member outreach.
• Sample: Set up time-based message series for engagement.
3.17. Telegram Bot API
• Feature/Setting: Automate messages to groups/users with timed “sendMessage” requests.
• Sample: Cron job POST to /bot{token}/sendMessage.
3.18. ReminderCall
• Feature/Setting: Schedule automated voice or SMS reminders for classes and payments.
• Sample: Use “Schedule Reminder” API with member contact details.
3.19. Calendly
• Feature/Setting: Send automated follow-ups or reminders using “Event Types” and webhook notifications.
• Sample: Set webhook for event_reminder.triggered.
3.20. Google Calendar API
• Feature/Setting: Insert recurring calendar events and set up “Event Reminders.”
• Sample: Insert via /calendars/{calendarId}/events and configure notification settings.
3.21. Viber API
• Feature/Setting: Set “Scheduled Messages” via Public Account for periodic outreach.
• Sample: POST to /pa/send_message at defined intervals.
3.22. Brevo (formerly Sendinblue)
• Feature/Setting: Create “Transactional Email Campaigns” with send_time parameter.
• Sample: Use “createSmtpTransactionalEmail” endpoint for properly timed emails.
3.23. Klaviyo
• Feature/Setting: Schedule “Flows” such as recurring re-engagement or renewal reminder emails.
• Sample: Trigger based on profile joined segment event.
Benefits
4.2. Increases member retention through personalized and consistent engagement.
4.3. Frees staff to focus on higher-value tasks and enhances overall client satisfaction.
4.4. Ensures all channels (email, SMS, social) covered for wide member reach.
4.5. Tracks and analyzes engagement to optimize communication strategies.