Purpose
1. Automate expiry notifications for memberships or class packs by detecting upcoming expiries and sending reminders to members and administrators.
2. Automates the task of monitoring expiry dates, reducing manual administrative burden and minimizing revenue loss due to lapsed renewals.
3. Supports timely renewals, enhances customer experience, and optimizes overall retention in Kung Fu school management.
Trigger Conditions
1. Automating triggers on approaching expiry date (e.g., 7/3/1 days before expiry).
2. Trigger on actual expiry if no renewal is detected.
3. Automation from update or creation of member record with expiry information.
4. Automator checks monthly, weekly, or daily for expiring memberships/class packs.
Platform Variants
1. Twilio SMS
– Feature/Setting: SMS notification via Twilio Programmable Messaging API; automate “send message” with dynamic expiry data.
2. SendGrid
– Feature/Setting: Automated email sends using SendGrid’s Mail Send API; configure dynamic email templates for expiry details.
3. Slack
– Feature/Setting: Automated Slack channel notification using Incoming Webhooks integration; message template contains member name and expiry.
4. Microsoft Teams
– Feature/Setting: Automate message delivery using Teams Webhook connector; class expiration alerts pushed to admin channel.
5. Mailgun
– Feature/Setting: Automated expiry emails via Mailgun Messages API; set up scheduled campaigns.
6. Outlook 365
– Feature/Setting: Automated email reminders triggered by Microsoft Graph API "Send mail" endpoint.
7. Gmail
– Feature/Setting: Automated notifications using Gmail API "users.messages.send"; personalized member reminders.
8. Pipedrive
– Feature/Setting: Automate creation of follow-up activities for expiring memberships via Activities API.
9. HubSpot
– Feature/Setting: Automated marketing workflow triggered on member record expiry date via HubSpot Workflow API.
10. Salesforce
– Feature/Setting: Workflow Rule or Process Builder automation to send expiry alerts using Salesforce REST API “sendEmail”.
11. Zoho CRM
– Feature/Setting: Automated expiry task creation and notification via Zoho CRM API.
12. ActiveCampaign
– Feature/Setting: Automate expiry-based campaign trigger using "automation webhook" integration.
13. Monday.com
– Feature/Setting: Date-based automation to notify team on expiring memberships using “automations center”.
14. Asana
– Feature/Setting: Task-creation automation via Asana API on approaching expiry.
15. Trello
– Feature/Setting: Card creation in “Expiries” board using date triggers through Trello API.
16. WhatsApp
– Feature/Setting: Automated WhatsApp notifications via WhatsApp Business API “messages” endpoint.
17. Facebook Messenger
– Feature/Setting: Automate Messenger notification using Facebook Graph API.
18. Google Calendar
– Feature/Setting: Automates calendar event/notification using Google Calendar API "Events: insert" for expiry reminders.
19. ClickSend
– Feature/Setting: Automated SMS expiry reminders using ClickSend SMS API.
20. Intercom
– Feature/Setting: Auto-send expiry notification using Intercom Message API to member inboxes.
21. Telegram
– Feature/Setting: Automated message delivery using Telegram Bot API “sendMessage” method for expiry notification.
22. Webhooks (Custom)
– Feature/Setting: Automate callbacks to any endpoint using HTTP POST with expiry details and member information.
Benefits
1. Automated expiry notifications minimize missed renewals and revenue loss.
2. Automating reminders increases member retention and satisfaction.
3. Reduces repetitive admin work through complete automation.
4. Ensures timeliness, consistency, and accuracy of expiry reminders.
5. Supports multi-channel notification automating outreach to fit member preferences.
6. Automation leads to better financial tracking and fewer overdue accounts.
Financial Administration