Automated notifications for service package expiration

Purpose

1.1. Automate detection of aromatherapy service package expiration to enhance customer engagement and retention.
1.2. Automates notifications to alert customers when purchased packages are approaching expiry or have expired, inviting timely renewals or upsells.
1.3. Drives repeat business, reduces churn, and automates the improvement of customer loyalty through timely, relevant communication.
1.4. Supports compliance by maintaining accurate communication records and expiration status, automating customer lifecycle management.

Trigger Conditions

2.1. Package expiration date/time is reached or is within a predefined threshold (e.g., 7 days before expiry).
2.2. No renewal or activity on the customer’s package detected for a configurable period.
2.3. Customer record updated or flagged as expiring in the service CRM or booking system.
2.4. Automated daily or periodic scan on package validity status for all active users.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API; set automated SMS triggers on expiration condition.
3.2. SendGrid
• Feature/Setting: Configure Transactional Templates; automator sends expiration emails using API endpoint v3/mail/send.
3.3. Mailchimp
• Feature/Setting: Use Automated Customer Journeys; trigger expiration campaign when tag/segment is updated.
3.4. Slack
• Feature/Setting: Configure Slack Incoming Webhooks; automate notification delivery to staff/admin channels.
3.5. Salesforce
• Feature/Setting: Use Process Builder/Flow; automate case creation or automated alert when package record is expiring.
3.6. HubSpot
• Feature/Setting: Use Workflows/Automations; trigger personalized expiration emails from CRM records.
3.7. Outlook 365
• Feature/Setting: Use Power Automate; configure scheduled flows for expiration alerts to clients via Outlook.
3.8. Zendesk
• Feature/Setting: Use Triggers/Automations; automated ticket creation or update when a customer’s package expires.
3.9. Google Calendar
• Feature/Setting: Use API to auto-create calendar reminders for expiring packages tied to customer events.
3.10. ActiveCampaign
• Feature/Setting: Use Automations to send expiration notices based on tagged events or custom date fields.
3.11. WhatsApp Business API
• Feature/Setting: Automated template messaging to notify customers about upcoming expirations.
3.12. Keap (Infusionsoft)
• Feature/Setting: Use Campaign Builder for expiring package tags/fields, automatedly triggering follow-up.
3.13. Zoho CRM
• Feature/Setting: Use Workflow Rules; automate email/SMS from ‘Package Expiry’ field updates.
3.14. Microsoft Teams
• Feature/Setting: Use Teams API or Power Automate to automate reminders or alerts to staff when expirations occur.
3.15. Pipedrive
• Feature/Setting: Use Workflow Automation to send expiration notifications when deal/field status changes.
3.16. SMSGlobal
• Feature/Setting: Use SMSGlobal API to automate mass messaging for upcoming expirations.
3.17. Viber
• Feature/Setting: Use Viber Messaging API for automated delivery of promotional or reminder messages.
3.18. Shopify
• Feature/Setting: Use Flow app or Webhooks to automate notifications when membership/package expiry occurs.
3.19. Google Sheets
• Feature/Setting: Use Apps Script automation to check expiry dates and automatedly send email reminders.
3.20. Freshdesk
• Feature/Setting: Use Automation rules to create tickets when customer’s service package is expiring.
3.21. ClickSend
• Feature/Setting: Use API for bulk or triggered SMS notifications on expiring service packages.
3.22. Intercom
• Feature/Setting: Use Automated Messages/Workflows to trigger chat/email expiration prompts.
3.23. Airtable
• Feature/Setting: Use Automations to check date fields and send reminders as notification or via integrated email/SMS APIs.
3.24. Monday.com
• Feature/Setting: Use automations to notify team or trigger integrations when a date column reaches expiration.

Benefits

4.1. Automating notifications reduces manual follow-up and human error, optimizing operational efficiency.
4.2. Automated retention: Proactively re-engages clients, boosting package renewals, cross-sells, and upsells.
4.3. Enhances customer experience by providing timely, value-driven communication without staff intervention.
4.4. Automatable compliance: Ensures all clients are informed properly with audited, automated communication logs.
4.5. Automated scaling: Supports seamless expansion to handle growing client base in the wellness & spa industry.