Marketing, Communication & Member EngagementPurpose
1.2. Improve member engagement and satisfaction through automated, timely, and relevant communications.
1.3. Automate tracking of member information to ensure no milestones or birthdays are missed.
1.4. Enhance branding and loyalty by automating high-touch experiences at scale.
Trigger Conditions
2.2. Trigger activates when a member’s birthday or milestone date matches the current date, or when it falls within a set reminder window (e.g., 7 days beforehand).
2.3. Optional triggers include member opt-in status, list segment, or specific age/milestone filters.
Platform Variants
3.1. Twilio (SMS)
• Feature/Setting: Automate SMS greetings via the Messaging API.
• Configuration: POST to /Messages with dynamic “To” and “Body” fields.
3.2. SendGrid (Email)
• Feature/Setting: Automate personalized email sends through the Send Email API.
• Configuration: Dynamic Template Data and scheduling with /mail/send.
3.3. Mailchimp
• Feature/Setting: Automated email campaigns with "Date-Based Merge Fields."
• Configuration: API call to trigger workflow; use campaign triggers set to birthdate field.
3.4. Slack
• Feature/Setting: Automate internal notifications for staff with Incoming Webhooks.
• Configuration: POST message when a member milestone detected.
3.5. Microsoft Teams
• Feature/Setting: Automate team alerts with Webhook connector.
• Configuration: Trigger automated card with member details.
3.6. HubSpot
• Feature/Setting: Automate scheduled emails using Contact Workflows and Dates.
• Configuration: Enrollment trigger set to “Birthday” or “Anniversary” property.
3.7. Salesforce
• Feature/Setting: Automate journeys with Marketing Cloud Email Studio.
• Configuration: Automation Studio + Triggered Send Definition.
3.8. ActiveCampaign
• Feature/Setting: Automate with Date-Based Automations and personalized messaging.
• Configuration: Set trigger to “Contact’s Birthday” field.
3.9. Zoho CRM
• Feature/Setting: Automator with Workflow Rules on date fields.
• Configuration: SendMail or Function actions on match.
3.10. Constant Contact
• Feature/Setting: Automate date-based email triggers.
• Configuration: Use Contact Fields for date matching.
3.11. Intercom
• Feature/Setting: Automate lifecycle messaging using custom date attributes.
• Configuration: Trigger automated message when date matches.
3.12. Klaviyo
• Feature/Setting: Automate with Flows triggered on specific profile date properties.
• Configuration: Flow event on “Birthday” or custom field.
3.13. WhatsApp Business API
• Feature/Setting: Automate greetings via Template messages.
• Configuration: Automated POST to /messages endpoint.
3.14. Google Calendar
• Feature/Setting: Automate event creation for staff reminders.
• Configuration: Event insert with member details.
3.15. Facebook Messenger (Send API)
• Feature/Setting: Automate greetings via message send.
• Configuration: POST /me/messages with custom payload.
3.16. Gupshup
• Feature/Setting: SMS/WhatsApp automation via Send Message API.
• Configuration: Schedule and automate message payloads.
3.17. Outlook 365
• Feature/Setting: Automate email with Power Automate and Outlook API.
• Configuration: Automated send on event trigger.
3.18. Discord
• Feature/Setting: Automate channel posts via Webhooks.
• Configuration: POST with embedded message template.
3.19. Mandrill (Mailchimp transactional)
• Feature/Setting: Automate transactional emails with API triggers.
• Configuration: /messages/send with merge tags.
3.20. Plivo
• Feature/Setting: Automate SMS with Message API.
• Configuration: POST /Message with scheduled send.
3.21. Airship (Urban Airship)
• Feature/Setting: Automate push notifications for app users.
• Configuration: Automator schedules push on milestone date.
Benefits
4.2. Automates member experience consistency and timeliness.
4.3. Automator ensures no significant dates are missed, improving satisfaction.
4.4. Automation brings scalability to member engagement processes.
4.5. Delivers measurable gains in personalization and retention through automated communications.