Membership tier upgrade/downgrade notifications

Purpose

1.1. Automate the real-time process of sending notifications to museum members when their membership tier is automatically upgraded or downgraded based on donations, tenure, or engagement level.
1.2. Automatedly ensure compliance with membership benefits, keeping users informed and improving retention.
1.3. Streamline the communication flow, automating tier-based touchpoints and fostering engagement.

Trigger Conditions

2.1. Member’s donation amount reaches a specific threshold (upgrade).
2.2. Lapse in renewal or insufficient activity (downgrade).
2.3. Anniversary of joining or expiry of current tier.
2.4. Automated membership audits and periodic reviews.

Platform Variants

3.1. Twilio (SMS)
• Feature/Setting: Use Twilio Messaging API for automating SMS notifications. Configure automated message template with variable placeholders for tier changes.
• Example: Configure REST API POST /Messages endpoint with dynamic tier data.

3.2. SendGrid
• Feature/Setting: Automate tier change emails via SendGrid Templates and Dynamic Transactional Templates API.
• Example: Use /mail/send API with dynamic sections for tier status.

3.3. Mailchimp
• Feature/Setting: Use Automated Journeys to trigger audience updates and send tier-change emails.
• Example: Configure Membership Level field as journey trigger.

3.4. Slack
• Feature/Setting: Automate Slack message to a staff/admin channel for internal awareness using Slack Incoming Webhooks.
• Example: Post to webhook URL with “Membership tier updated” message payload.

3.5. Microsoft Teams
• Feature/Setting: Automate Teams notification via Teams Connector or Webhook for alerts to relevant staff.
• Example: Configure Incoming Webhook in the Membership workspace/team.

3.6. Salesforce
• Feature/Setting: Workflow Rule for automated email or Chatter update when Membership Tier field changes on Contact object.
• Example: Process Builder triggers on Membership Tier change.

3.7. HubSpot
• Feature/Setting: Automate email with Workflow automation when custom property ‘Membership Tier’ changes.
• Example: Create Workflow with trigger “Membership Tier is known.”

3.8. Zoho CRM
• Feature/Setting: Use Blueprint or Workflow Rules to send notifications or emails on Membership Tier change.
• Example: Workflow Rule—Field Update for ‘Tier’ sends an email.

3.9. ActiveCampaign
• Feature/Setting: Automated email triggered by Tag application or custom field update for tier automation.
• Example: Automate email within automation sequence.

3.10. Intercom
• Feature/Setting: Use Custom Bot to automate message popups or emails when user attributes change.
• Example: Trigger on “Membership Tier” attribute update.

3.11. Zapier
• Feature/Setting: Automated workflow between apps; connect CRM, email, and SMS.
• Example: Trigger automation on CRM field change.

3.12. Pipedrive
• Feature/Setting: Workflow Automations for field changes; send mail or webhooks on Membership Tier update.
• Example: Automate sending a templated email on change.

3.13. Gmail (Google Workspace API)
• Feature/Setting: Automated email via Gmail API when changes detected. Include tier level variable.
• Example: BatchSend API for notifications.

3.14. Asana
• Feature/Setting: Automate task or message for membership manager using Asana Rules/Custom Fields.
• Example: Task auto-created when custom field changes.

3.15. Trello
• Feature/Setting: Automation Rules to move card or notify team on membership tier changes.
• Example: Use Butler to automate this process.

3.16. Airtable
• Feature/Setting: Automate Email or Slack notification via Airtable Automations on record update.
• Example: Trigger when ‘Tier’ field in Members table changes.

3.17. Discord
• Feature/Setting: Automate bot DMs or role adjustment on membership tier change using Discord API.
• Example: POST to Discord Bot endpoint with user and tier data.

3.18. Stripe
• Feature/Setting: Automated receipt notification or webhook for tier change on payment/donation event.
• Example: Listen for “customer.subscription.updated” webhook.

3.19. Shopify
• Feature/Setting: Shopify Flow automation for customer tag update; notify via email or SMS.
• Example: Trigger flow on “Customer Updated” with membership tag.

3.20. DocuSign
• Feature/Setting: Automatedly send updated membership agreement for electronic signature on tier change using Envelope API.
• Example: Auto-send envelope with dynamic templates.

Benefits

4.1. Automates timely communication, leading to higher member satisfaction.
4.2. Reduces manual intervention, freeing staff for high-value tasks.
4.3. Automatedly increases retention by keeping members informed.
4.4. Minimizes errors in notification process with automation.
4.5. Offers scalable, automatable communication as membership base grows.