Communication & Engagement AutomationPurpose
1.2. Reduce manual overhead and eliminate missed greetings through consistent, automated communication.
1.3. Enable staff to focus on higher-value ministry, while maintaining personalized outreach.
1.4. Gather data on member responses to further refine follow-up and engagement strategies.
Trigger Conditions
2.2. Scheduled daily or hourly trigger to check relevant dates.
2.3. Member contact method (SMS, email, social) available and not opted out.
2.4. Message template approved and available for selected channel.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: SMS API – send automated messages.
• Sample: Configure SMS trigger via REST API using member phone list.
3.2. SendGrid
• Feature/Setting: Transactional Email API – send personalized emails.
• Sample: Use ‘Dynamic Templates’ with birthday variables injected via API call.
3.3. Mailchimp
• Feature/Setting: Automated email journeys – trigger on custom date fields.
• Sample: Birthday Automation workflow using audience fields.
3.4. Slack
• Feature/Setting: Scheduled message API – direct DM greetings to members.
• Sample: Use chat.scheduleMessage endpoint for member channel.
3.5. WhatsApp Business API
• Feature/Setting: Template message API – send pre-approved template greetings.
• Sample: Schedule outbound message via /messages endpoint.
3.6. Gmail API
• Feature/Setting: Mail send endpoint – deliver templated greetings.
• Sample: ‘users.messages.send’ using batch script for multiple contacts.
3.7. Microsoft Outlook (Graph API)
• Feature/Setting: SendMail endpoint to dispatch event-based emails.
• Sample: Use /me/sendMail with custom message template.
3.8. Facebook Messenger (Meta API)
• Feature/Setting: Send API for direct message automation.
• Sample: POST to /me/messages for event triggers.
3.9. Instagram Direct (Graph API)
• Feature/Setting: Messaging API for DM automation.
• Sample: /me/messages endpoint, triggered from CRM data.
3.10. Telegram Bot API
• Feature/Setting: sendMessage for programmed delivery to users.
• Sample: POST /bot{token}/sendMessage.
3.11. HubSpot
• Feature/Setting: Workflows using custom date properties.
• Sample: ‘Contact Property Date is Today’ triggers email workflow.
3.12. Salesforce
• Feature/Setting: Process Builder/Flow on contact date fields.
• Sample: Scheduled Flow runs daily to send email/SMS via connected app.
3.13. ActiveCampaign
• Feature/Setting: Automation triggers based on custom dates.
• Sample: Birthday/Anniversary automation sequence.
3.14. Brevo (Sendinblue)
• Feature/Setting: Transactional campaigns on event dates.
• Sample: Automated Workflow using ‘Anniversary Date’ trigger.
3.15. Zapier
• Feature/Setting: Scheduled trigger + action for multi-platform sending.
• Sample: ‘Schedule’ → ‘Send SMS/Email/Greeting via app’.
3.16. Zoho CRM
• Feature/Setting: Workflow rules using custom date fields.
• Sample: ‘Birthday Today’ rule sends API call to mail/SMS module.
3.17. Pabbly Connect
• Feature/Setting: Event trigger on date field, push to communication apps.
• Sample: ‘Schedule by Pabbly’ triggers send action.
3.18. ClickSend
• Feature/Setting: SMS, email, and letters triggered by custom field.
• Sample: REST API with scheduled delivery for member list.
3.19. OneSignal
• Feature/Setting: Web push notifications automated by custom tags.
• Sample: ‘Tag-based’ campaigns for birthday/anniversary.
3.20. Intercom
• Feature/Setting: Smart campaigns and triggers based on Custom Attributes.
• Sample: Automated chat or in-app message on matching anniversary date.
3.21. Viber Business Messages
• Feature/Setting: API for sending event-based greeting messages.
• Sample: Use event webhook to trigger /send_message endpoint.
3.22. Constant Contact
• Feature/Setting: Automated email triggers based on date fields.
• Sample: ‘Anniversary Date’ maps to auto-email greeting.
3.23. Drip
• Feature/Setting: Workflow automation on custom field.
• Sample: Date-based workflow sends email/SMS.
Benefits
4.2. Significant time savings for administrative staff.
4.3. Enhanced member satisfaction and increased perceived care.
4.4. Data-driven engagement—track opens, clicks, or replies for follow-up.
4.5. Scalable to thousands of members with no additional workload.