Membership renewal notifications

Purpose

1. To automate the process of sending proactive membership renewal notifications to current, lapsed, and soon-to-lapse members, ensuring engagement and continuous fundraising support for a school for the visually impaired.

2. Ensures that members receive personalized messages via email, SMS, or other channels, increasing the likelihood of renewal and ongoing community participation.

3. Automates tracking of membership expiration dates using central records; triggers notifications at configurable intervals (e.g., 30, 7, 1 days before expiry).

4. Centralizes communication delivery, automating follow-up sequences and reminders, reducing staff workload, and minimizing neglected renewals.

Trigger Conditions

1. Automated when a member's expiration date is within a defined window (e.g., 30/7/1 day before lapse).

2. Triggered by database field update marking member as ‘about to expire’ or ‘expired’.

3. Can automate triggers from payment gateway inactivity or CRM workflow status changes.

4. Initiated on schedule (e.g., daily at 8 AM) to automate bulk or individualized sends.

Platform Variants

1. Twilio SMS

• Feature/Setting: Use Twilio Programmable SMS API; automate sending SMS reminders to members with expiry dates using senderID and message body templating.
  

2. SendGrid

• Feature/Setting: Automate transactional send API to dispatch email renewal reminders; configure templates with merge tags for personalization.
  

3. Mailchimp

• Feature/Setting: Automate journey builder or classic automation to dispatch emails triggered by “membership expiry date” field.
  

4. HubSpot

• Feature/Setting: Automate workflows to send emails/SMS or task reminders when “Membership Expiry” property meets criteria.
  

5. Salesforce

• Feature/Setting: Automate process builder or Flow to generate renewal tasks and email messages on expiration date proximity.
  

6. Microsoft Power Automate

• Feature/Setting: Automate scheduled flow reads from membership database and triggers Outlook/Teams notifications.
  

7. ActiveCampaign

• Feature/Setting: Automate automation series that triggers renewal reminder when “membership status” changes or based on custom date.
  

8. Zoho CRM

• Feature/Setting: Automate workflow rules for expiry date fields to send email/SMS via built-in channels.
  

9. Pipedrive

• Feature/Setting: Automates workflow automation to dispatch renewal tasks and integrated SMS/email actions.
  

10. Google Sheets + Gmail

• Feature/Setting: Automate scheduled Apps Script to check expiry dates and send customized emails.
  

11. Slack

• Feature/Setting: Automate bot or scheduled workflow to notify staff or members directly within Slack channels about renewals.
  

12. Airtable

• Feature/Setting: Automate scripting block or “automations” panel to check for at-risk records and send automation triggers.
  

13. Constant Contact

• Feature/Setting: Automate contact list segmentation by renewal dates and send scheduled campaign emails.
  

14. Stripe

• Feature/Setting: Automate webhook trigger from failed/subscription-ending payment event to launch renewal reminders.
  

15. Intercom

• Feature/Setting: Automate outbound messaging flow based on custom user attribute for membership expiry.
  

16. Monday.com

• Feature/Setting: Automate date-based column triggers to create notification pulses for renewals.
  

17. Zapier

• Feature/Setting: Automate multi-platform workflows starting with “new row in spreadsheet” or “date is today” actions.
  

18. ClickSend

• Feature/Setting: Automate transactional SMS sends via REST API; inserts member data into template.
  

19. Calendly

• Feature/Setting: Automate reminder emails for expiry-based meeting scheduling with members.
  

20. Memberful

• Feature/Setting: Automate expiry reminder email sequence using built-in automated notification settings.
  

21. GoCardless

• Feature/Setting: Automate renewal or failed collection email alerts using webhook and email integrations.
  

22. Notion

• Feature/Setting: Automate database update triggers for renewal tasks and cross-platform notifications.
  

Benefits

1. Automates repetitive administrative tasks, saving staff time and reducing human error.

2. Automating notifications increases member renewal rates and fundraising continuity.

3. Ensures accessibility and inclusivity by automatically supporting multiple communication channels (email, SMS, in-app).

4. Centralizes and automates tracking, reporting, and auditing for renewals, supporting compliance and transparency.

5. Automatedly engaging lapsed members helps recover otherwise lost relationships and finances.