Automated follow-ups for inactive members

Purpose

1. Automate targeted follow-up messages for inactive bridge club members, reminding and re-engaging them with upcoming events, membership renewals, or activity highlights.

2. Automates member communications, reduces manual follow-up workload, and maintains connection to improve engagement and club retention.

3. Automatedly tracks inactivity based on club management data and initiates timely, personalized automated outreach across various channels.

Trigger Conditions

1. Member has not participated in club events or meetings for a defined period (e.g., 30 days of inactivity).

2. Membership status changes to “inactive” in the club CRM or database.

3. Non-response to previous club communication after X days.

4. Automatically checked via synchronizing member activity logs or attendance data.

Platform Variants

1. Mailchimp

- Feature: “Automated Customer Journeys”
- Configuration: Set trigger on “no email open/click in 30 days," send automated re-engagement email.

2. Twilio SMS

- Feature: “Programmable Messaging API”
- Configuration: Automate SMS for inactive contact using webhook with inactivity filter.

3. SendGrid

- Feature: “Automations & Event Webhook”
- Configuration: Automate trigger if member did not interact with email; push follow-up email.

4. HubSpot

- Feature: “Workflows”
- Configuration: Automating delayed sequences based on CRM inactivity field update.

5. ActiveCampaign

- Feature: “Automation Builder”
- Configuration: Automatedly send personalized emails for inactivity in mailing list segment.

6. Salesforce

- Feature: “Process Builder or Flow”
- Configuration: Automate follow-up tasks and emails using member engagement field criteria.

7. Pipedrive

- Feature: “Workflow Automations”
- Configuration: Automatedly trigger email or notification for tagged ‘Inactive’ users.

8. WhatsApp Business API

- Feature: “Automated Messaging”
- Configuration: Automated message sent on inactivity when linked with club database.

9. Intercom

- Feature: “Outbound Messages Trigger”
- Configuration: Automate messaging flows for users inactive over X days in member segment.

10. Zapier

- Feature: “Automated Task Zaps”
- Configuration: Connect CRM to email/SMS platforms; automate inactivity-triggered notifications.

11. Google Workspace (Gmail)

- Feature: “App Script + Gmail API”
- Configuration: Automate email campaigns triggered by tagged ‘inactive’ rows in Google Sheets.

12. Slack

- Feature: “Workflow Builder”
- Configuration: Automates DM nudges to members inactive in club Slack channels.

13. Microsoft Power Automate

- Feature: “Automated Flows”
- Configuration: Automate personalized emails using inactivity field from SharePoint/list.

14. Constant Contact

- Feature: “Email Automation Path”
- Configuration: Segment list by inactivity, automate drip re-engagement campaigns.

15. Drip

- Feature: “Rules & Workflows”
- Configuration: Automatedly send workflow-based emails to inactive tag.

16. Facebook Messenger API

- Feature: “Send API”
- Configuration: Automate messages to inactive club members via Messenger.

17. Klaviyo

- Feature: “Flows”
- Configuration: Automating inactivity-based segment, trigger re-engagement emails/SMS.

18. Mailjet

- Feature: “Automation”
- Configuration: Set inactivity triggers, automate reactivation emails.

19. Trello

- Feature: “Butler Automation”
- Configuration: Board automation to remind admins to follow up with inactive members.

20. Zoho CRM

- Feature: “Workflow Rules”
- Configuration: Automate notification/email when member status is marked inactive.

21. Monday.com

- Feature: “Automations”
- Configuration: Automatedly trigger reminders when members are overdue for participation.

Benefits

1. Streamlines communication by automating personalized follow-ups and nurturing engagement.

2. Automatedly reduces staff workload and follow-up errors for member retention.

3. Improves win-back rates by automating timely, relevant outreach across channels.

4. Automates multi-channel efforts—SMS, email, chat—to maximize reach and engagement.

5. Enables ongoing club growth and healthier member lifecycle through automation.