Financial & Business ProcessesPurpose
1.2. Reduce lapses in membership and enhance recurring revenue through automated, personalized reminders across email, SMS, push, and voice.
1.3. Improve customer experience by providing timely, multi-channel communications, including renewal links and offers.
1.4. Integrate with CRM, ticketing, and payment platforms for seamless reminder, tracking, and renewal processing.
Trigger Conditions
2.2. Non-renewal status remains for a configured threshold.
2.3. Data update/flag on pass status in customer database.
2.4. Seasonal or tier-specific criteria (e.g., VIP gets extra reminders).
Platform Variants
3.1. Twilio (SMS/Voice)
• Feature/Setting: Messaging API — configure SMS to customer mobile; sample config: “Send SMS X days before pass expiry using Reminder template.”
3.2. SendGrid (Email)
• Feature/Setting: Transactional Mail API — set workflow for personalized renewal emails; sample: “Automated Expiry Reminder Email with renewal link.”
3.3. Mailchimp
• Feature/Setting: Automations — trigger drip campaigns based on expiration date field.
3.4. ActiveCampaign
• Feature/Setting: Automations — create event-driven rule for renewal reminder emails and SMS.
3.5. HubSpot
• Feature/Setting: Workflow Automation — set condition on ‘Season Pass Expiry Date’, trigger email and workflow.
3.6. Salesforce
• Feature/Setting: Process Builder/Flow — initiate multi-channel reminder tasks linked to pass status field.
3.7. Zendesk
• Feature/Setting: Triggers — generate automated ticket/email when pass is nearing expiration.
3.8. Google Calendar API
• Feature/Setting: Event reminders — create calendar events for personalized pass renewals.
3.9. Slack
• Feature/Setting: Incoming Webhooks — send internal reminders to sales or support teams.
3.10. Zoho CRM
• Feature/Setting: Workflow Rules — trigger email/SMS notifications from pass data modules.
3.11. Microsoft Power Automate
• Feature/Setting: Recurrence-based trigger — link CRM updates to emails/SMS.
3.12. Pabbly Connect
• Feature/Setting: Scheduler & email/SMS module — configure recurring reminders based on field date.
3.13. ClickSend
• Feature/Setting: SMS API — schedule one-time and recurring SMS reminders.
3.14. Intercom
• Feature/Setting: Series automation — trigger chat/email reminders upon ‘pass expiring’ event.
3.15. OneSignal
• Feature/Setting: Push Notification Campaign — target mobile/web with pass expiring alerts.
3.16. Constant Contact
• Feature/Setting: Automated Series — schedule expiry reminders in campaign sequence.
3.17. Braze
• Feature/Setting: Canvas Flows — multi-channel push/email sequence before expiration.
3.18. Klaviyo
• Feature/Setting: Flow Trigger — set email series based on custom expiration property.
3.19. Freshdesk
• Feature/Setting: Automations — email/ticket reminders configured for pass expiration.
3.20. Stripe
• Feature/Setting: Webhooks — listen for upcoming invoice/renew events and trigger reminders.
3.21. SAP Marketing Cloud
• Feature/Setting: Campaign Automation — target segment by pass expiry and push reminders.
3.22. WhatsApp Business API
• Feature/Setting: Automated messaging template — send personalized renewal info directly.
Benefits
4.2. Cuts manual follow-up workload for staff.
4.3. Delivers unified, consistent customer communication across platforms.
4.4. Captures missed revenues from lapsed passes.
4.5. Enhances customer satisfaction with proactive service.
4.6. Allows multi-channel flexibility (SMS, email, push, chat, voice).
4.7. Easily scalable for seasonal spikes or special offers.