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Members notified of upcoming training opportunities

Purpose

1. Automate notification of members about upcoming training opportunities, ensuring all nursing association professionals receive timely compliance, certification, and continuing education updates.

2. Automating this process increases attendance rates, maintains member certification standards, addresses regulatory requirements, and enriches professional development.

3. Automation reduces manual labor, eliminates communication gaps, delivers uniform messaging, and schedules reminders efficiently for every event or learning session.


Trigger Conditions

1. New training event added to the association database or calendar.

2. Update or change to an existing training session.

3. Recurring notification schedule (weekly, monthly, as standards dictate).

4. Registration opening/closing alerts for training programs.

5. Member segment meets criteria (e.g., license expiring, non-compliance list).


Platform Variants

1 Microsoft Outlook

  • Feature/Setting: Calendar event creation triggers "Send Email" automation via Power Automate.
  • Sample: Configure Power Automate to monitor a shared calendar, send emails to members flagged for compliance renewal.

2 Google Calendar

  • Feature/Setting: Automated event reminders using Google Apps Script or Calendar API push notifications.
  • Sample: Script polls calendar, composes message to Gmail group for upcoming events.

3 Twilio SMS

  • Feature/Setting: Use "Programmable Messaging" API to send scheduled SMS to member contact list.
  • Sample: API integration triggers personalized training reminders based on event schedule.

4 Mailchimp

  • Feature/Setting: RSS-to-email automation populates campaigns with new training content.
  • Sample: Automate campaign creation when new training is added to RSS feed or landing page.

5 Slack

  • Feature/Setting: Incoming webhook post automates training alerts to designated channels.
  • Sample: Schedule bot to relay training links, details in member Slack workspaces.

6 Facebook Workplace

  • Feature/Setting: Automated "Announcement Posts" using Workplace Graph API.
  • Sample: Scheduled announcements to dedicated group for nurse training reminders.

7 Salesforce

  • Feature/Setting: Workflow automation of "Task Assignment" and "Email Alert" on Event creation.
  • Sample: Workflow rule sends emails via template to eligible members for a cert-tracked event.

8 HubSpot

  • Feature/Setting: Automated workflows trigger multi-channel messages (email, SMS) per event record.
  • Sample: Enrollment triggers set to send when training is added or changed.

9 SendGrid

  • Feature/Setting: "Transactional Email API" for automated, targeted message delivery.
  • Sample: SendGrid API automates notifications based on withdrawal of new training in CRM.

10 Zoom

  • Feature/Setting: Webinar API schedules and sends automated invitations/reminders to verified list.
  • Sample: Meetings added in Zoom trigger email invites for upcoming sessions.

11 Eventbrite

  • Feature/Setting: Auto-email and push notifications to registered users via "Notification Settings".
  • Sample: Integration sends reminders for accredited nurse training before event date.

12 ActiveCampaign

  • Feature/Setting: Automate email/SMS drip campaigns based on training tags or segments.
  • Sample: Addners enrolled by list import receive stepwise reminders of upcoming compliance deadlines.

13 Zendesk

  • Feature/Setting: Triggered ticket creation/notification to members when new training log published.
  • Sample: Automation alerts users to new material requiring attention.

14 Pipedrive

  • Feature/Setting: "Workflow Automation" sets activity reminders and bulk emails to target list.
  • Sample: Integrate with calendar for regular education cycle reminders.

15 Monday.com

  • Feature/Setting: Automates status changes, notifies subscribers when task marked as "Training Upcoming."
  • Sample: Custom automation pulse notifies cohort channel.

16 ClickSend

  • Feature/Setting: SMS and email automation tied to event upload or CRM workflow.
  • Sample: Send instant or scheduled training invites by phone/email.

17 Zoho CRM

  • Feature/Setting: Workflow Rules to automate notification emails/SMS for new courses.
  • Sample: Lead/member tagged as "Training Pending" triggers communication.

18 WhatsApp Business API

  • Feature/Setting: Automated message blast to segmented lists for training reminders.
  • Sample: Registered users receive WhatsApp reminders for imminent certificate expiry.

19 Constant Contact

  • Feature/Setting: Automated email sequences when new training is added to mailing list segment.
  • Sample: Custom template triggers sequence for recurring or new education events.

20 Intercom

  • Feature/Setting: Automated outbound chat/email based on member’s lifecycle or training requirement date.
  • Sample: Event registration automates chat pop-up and follow-up email for compliance.

21 Asana

  • Feature/Setting: Task creation workflow triggers email or push notifications for assigned compliance events.
  • Sample: New training task in project sends auto-reminder to responsible members.

22 Airtable

  • Feature/Setting: Automate email notification using Airtable Automations when new record (event) added.
  • Sample: Training log update triggers bulk notification to all filtered members in compliance group.

Benefits

1. Automates early and repeated notifications, maximizing training awareness and member compliance.

2. Automated notifications reduce manual outreach by staff, decreasing operational costs.

3. Automated workflows enable personalized and segmented communication for diverse member requirements.

4. Automating record-keeping ensures proof of notification for regulatory compliance audits.

5. Full automation supports scalable, repeatable processes for large or dynamic nursing associations.

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