Communication & Engagement**Purpose**
1.2. Ensures timely communication, automates club retention strategies, and reduces manual outreach efforts.
1.3. Supports automated customer journey mapping and enhances the engagement lifecycle for sports club membership renewals.
**Trigger Conditions**
2.2. Automating triggers from updates in CRM, club management software, spreadsheets, or external member databases.
**Platform Variants**
3.1. **Salesforce**
• Feature: Process Builder / Flows
• Setting: Automate “Membership Expiry” process with scheduled actions tied to member records.
3.2. **HubSpot**
• Feature: Workflows
• Setting: Automate email sequence based on “Membership Expiry Date” property.
3.3. **Mailchimp**
• Feature: Customer Journey Automations
• Setting: Automate email send using Date-Based Journey Triggers.
3.4. **SendGrid**
• Feature: Automated Email API
• Setting: Configure dynamic triggers with SendGrid’s Automation email templates.
3.5. **Twilio SendGrid Marketing Campaigns**
• Feature: Marketing Automations
• Setting: Use Audience Segmentation + Automated Scheduling by expiry date.
3.6. **ActiveCampaign**
• Feature: Automation Builder
• Setting: Date-based triggers for automated membership renewal email flows.
3.7. **Zoho CRM**
• Feature: Workflow Rules
• Setting: Automate when “Membership Status” changes to "expired" or is about to expire.
3.8. **Microsoft Power Automate**
• Feature: Scheduled Flows
• Setting: Automated lookup of members with expiring/expired status, then launch email.
3.9. **Google Sheets + Gmail**
• Feature: Apps Script Automation
• Setting: Automated Apps Script scans expiry dates, then automates targeted emails.
3.10. **Pipedrive**
• Feature: Workflow Automation
• Setting: Automate deal/person custom fields ("expiry date") triggers email send.
3.11. **Keap (Infusionsoft)**
• Feature: Campaign Builder
• Setting: Automate renewal reminder sequences based on custom date fields.
3.12. **Intercom**
• Feature: Automated Messages
• Setting: Set up auto-messages triggered by user attribute: “membership_expiry_date”.
3.13. **Freshdesk**
• Feature: Automations (Observer Rules)
• Setting: Trigger “Membership Expiry” event to launch email notifications using Freshdesk Observer.
3.14. **ActiveTrail**
• Feature: Automated Email Flows
• Setting: Date-based automation triggers for follow-up campaigns.
3.15. **Mailerlite**
• Feature: Workflow Automator
• Setting: Date-triggered automations targeting expiring membership segments.
3.16. **Constant Contact**
• Feature: Email Automation Triggers
• Setting: Use list segments and automated email journeys scheduled by deadline.
3.17. **Autopilot**
• Feature: Journey Automation
• Setting: Automated path using custom “expiry date” fields mapped to user profile.
3.18. **Drip**
• Feature: Workflows
• Setting: Automate expiry dates via custom field triggers and email steps.
3.19. **Sendinblue (Brevo)**
• Feature: Marketing Automation
• Setting: Set up “Date Property” triggers for automated expiry reminders.
3.20. **Klaviyo**
• Feature: Flow Automations
• Setting: Automated membership expiry flows tied to recipient profile properties.
**Benefits**
4.2. Improves member retention by automating timely and relevant engagement.
4.3. Ensures no member is missed with automated scheduled email outreach.
4.4. Increases staff productivity via automated communication workflows.
4.5. Enables advanced analytics over automated follow-up effectiveness.
4.6. Scalable automations for any member base size or club management software.
4.7. Quick re-engagement for expired accounts, leading to greater revenue via automation.
4.8. Customizable, automatable message templates for targeted communication.
4.9. Error-free, scheduled automations reduce manual mistakes.
4.10. Centralizes member journey tracking and automated follow-up in a single workflow.