Automated membership renewal notifications

Purpose

1. Automate the entire process of notifying clients about upcoming membership renewals for aromatherapy services, ensuring timely communication, reducing missed renewals, and improving client retention.

2. Automating reminders across multiple channels (SMS, email, push notifications, WhatsApp, in-app messages) for improved engagement, consistency, and professional communication management.

3. Automatedly deliver notifications based on predetermined loan periods, membership types, and client preferences to optimize retention and revenue from aromatherapy treatments.

Trigger Conditions

1. Automate triggers when membership expiry date is within configurable days (e.g., 30, 15, 7, 3, or 1 day before expiry).

2. Trigger automation based on client activity (e.g., no upcoming appointments, last login, last session).

3. Automatedly launch notifications once payment data, renewal status, or profile updates are detected.

Platform Variants

1. Twilio SMS

• Feature/Setting: Automate programmable SMS; set up automated message templates using Twilio Messaging API with expiry date variables.
  

2. SendGrid

• Feature/Setting: Automate transactional email notifications via SendGrid Mail Send API; configure templates to include membership details.
  

3. Mailchimp

• Feature/Setting: Automate email campaigns using Journey automation; configure triggers based on tag for membership renewal.
  

4. Slack

• Feature/Setting: Automate direct messages or channel alerts using Slack Bot API; trigger automated reminders internally for concierge services.
  

5. WhatsApp Business API

• Feature/Setting: Automate outbound WhatsApp notifications; use automated template messages for renewal alerts.
  

6. Facebook Messenger

• Feature/Setting: Automate Messenger bot flows using Facebook Messenger Send API; deliver renewal reminders as chat messages.
  

7. HubSpot

• Feature/Setting: Automate workflow emails via HubSpot Workflows; set triggers based on membership renewal date property.
  

8. ActiveCampaign

• Feature/Setting: Automate email and SMS reminders via Automations; use conditions for renewal windows and member tags.
  

9. Zoho CRM

• Feature/Setting: Automate notification tasks and email templates using Zoho CRM workflow rules with renewal date field updates.
  

10. Salesforce

• Feature/Setting: Automate process using Salesforce Flow or Process Builder; auto-generate tasks or emails tied to contact membership expiry.
  

11. Google Calendar

• Feature/Setting: Automate calendar events or notifications using Google Calendar API; invite clients to renewals as calendar reminders.
  

12. Microsoft Outlook/Microsoft Graph

• Feature/Setting: Automate sending renewal emails using Outlook and Microsoft Graph API; integrate event-based email triggers.
  

13. Telegram

• Feature/Setting: Automate bot notifications via Telegram Bot API; send custom renewal messages to client chat IDs.
  

14. Intercom

• Feature/Setting: Automate email, push, and in-app messages via Intercom Series/Automated Messages; set audience to renewal status.
  

15. Shopify

• Feature/Setting: Automate renewal email reminders using Shopify Flow or Scripted notifications for subscription products.
  

16. WooCommerce

• Feature/Setting: Automate reminder emails using AutomateWoo plugin; schedule triggers before membership expiration.
  

17. Klaviyo

• Feature/Setting: Automate reminder flows by segment and expiry date; set up customized messaging in automation sequences.
  

18. Pabbly

• Feature/Setting: Automate emails and SMS using Pabbly Connect workflows; map triggers to renewal timeline.
  

19. Freshdesk

• Feature/Setting: Automate customer ticket creation or notification using Freshdesk Automations based on renewal events.
  

20. Zendesk

• Feature/Setting: Automate reminders using Zendesk Triggers or Macros; send proactive renewal emails to clients.
  

21. Google Sheets

• Feature/Setting: Automate script execution on timestamp changes; send emails using Google Apps Script when renewal dates are flagged.
  

22. ClickSend

• Feature/Setting: Automate SMS, email, and voice renewals using ClickSend API, scheduled via automation scenarios.
  

Benefits

1. Automate reminders prevent manual errors, ensuring every client receives timely notification.

2. Automated communication boosts renewal rates, minimizing lapsed memberships and lost revenue.

3. Automating across diverse channels maximizes reach and engagement.

4. Automation reduces administrative workload and increases efficiency.

5. Automated analytics from notification platforms provide insight into client responsiveness and system improvement areas.