Automated follow-up emails to trial class participants

Purpose

1.1. Drive higher conversion from trial class participants to regular members by engaging them through timely, personalized follow-up emails.
1.2. Provide information about class schedules, club values, membership benefits, and exclusive offers while gathering feedback.
1.3. Reduce manual workload and standardize communication for marketing, outreach, and community engagement.

Trigger Conditions

2.1. Completion of a trial class registration form (online or in-person).
2.2. Marking attendance for a trial class session.
2.3. Addition of participant entry in CRM or club management software.
2.4. Specific time lapse after class completion (e.g., 24 hours, 72 hours, 7 days).
2.5. Absence of conversion action (no membership signup detected in CRM).

Platform Variants

3.1. SendGrid
- Feature/Setting: Use "Transactional Templates" with the Send Email API. Configure with unique participant data fields (name, class attended, offer code).

3.2. Mailchimp
- Feature/Setting: Set up "Customer Journeys" workflow. Trigger by audience tag/category for trialists.

3.3. HubSpot
- Feature/Setting: Configure "Workflows" to send emails when a contact property (e.g., 'trial completed') is updated.

3.4. Zoho Campaigns
- Feature/Setting: Trigger an automated email campaign based on the CRM contact addition or tag.

3.5. ActiveCampaign
- Feature/Setting: Use "Automations" to schedule follow-ups after a contact is added to the 'Trial Completed' list.

3.6. Salesforce
- Feature/Setting: Configure "Process Builder" or "Flows" to send follow-up based on activity date.

3.7. Pipedrive
- Feature/Setting: Implement "Automations" to email leads with a certain deal stage (e.g., Post-Trial).

3.8. Constant Contact
- Feature/Setting: Create an "Automated Email Series" triggered by new contact list addition.

3.9. GetResponse
- Feature/Setting: Use "Marketing Automation" for event-based triggers (webinar/class attendance).

3.10. Brevo (formerly Sendinblue)
- Feature/Setting: Activate "Transactional Email" via the API, populating dynamic content.

3.11. Klaviyo
- Feature/Setting: Use "Flows" triggered by custom service events for trial class attendance.

3.12. Google Workspace (Gmail API)
- Feature/Setting: Automate email send via scripts when a new row is added in Google Sheets.

3.13. Microsoft Outlook (Graph API)
- Feature/Setting: Use automated workflow from booking calendar integration to send standardized follow-ups.

3.14. Freshsales
- Feature/Setting: Trigger follow-up sequences under 'Sales Sequences' when lead status is updated.

3.15. Intercom
- Feature/Setting: Use "Outbound Messages" and event triggers when a user profile is tagged 'Trial Complete'.

3.16. Moosend
- Feature/Setting: Set up "Automation Workflow" for new list entries with ‘Trial Status’.

3.17. Omnisend
- Feature/Setting: Create "Automations" firing based on custom properties (trial end date).

3.18. Drip
- Feature/Setting: Initiate a "Workflow" on tag applied to customer profile (Post-Trial).

3.19. Keap (Infusionsoft)
- Feature/Setting: Use "Campaign Builder" for automated emails based on activity record.

3.20. Dynamics 365
- Feature/Setting: Design "Customer Journey" automation for contacts with event participation.

3.21. Elastic Email
- Feature/Setting: Define "Autoresponder" on new signup via API or form integration.

3.22. Amazon SES
- Feature/Setting: Use "SendRawEmail" API with personalization, scheduled by club management system webhook.

3.23. Mandrill (Mailchimp Transactional)
- Feature/Setting: Send personalized emails via API using merge tags for class details.

Benefits

4.1. Ensures immediate, consistent communication to trial class attendees.
4.2. Increases retention and conversion rates through targeted, value-driven messaging.
4.3. Frees staff from repetitive tasks, reduces error rates, and keeps records auditable.
4.4. Provides actionable insights from follow-up response tracking and analytics.