Lapsed member re-engagement campaigns

Purpose

1.1. Automatedly re-engage lapsed historical society members by sending targeted communications across email, SMS, messaging apps, and direct mail.
1.2. Automate regular monitoring of membership databases to identify non-renewals and initiate outreach campaigns.
1.3. Schedule multi-channel, personalized offers to renew memberships, promote upcoming events, or request feedback.
1.4. Automate the tracking of campaign responses, member status updates, and integration with donor management systems for holistic engagement.

Trigger Conditions

2.1. Automating process triggers when a member’s renewal date has lapsed by a preset duration (e.g., 30, 60, or 90 days).
2.2. Automatedly triggers if no donation or activity is detected after a targeted threshold.
2.3. Member database update or CRM flag initiates the automation.
2.4. Lack of email engagement or event attendance within the configured automated campaign window.

Platform variants

3.1. Mailchimp
• Feature/Setting: Automate audience segmentation, send pre-built lapsed member email journeys using Customer Journeys API; auto-updates on list triggers.
3.2. HubSpot
• Feature/Setting: Automate workflows via HubSpot Workflows; use Contact Property triggers (e.g., "Last Renewal Date"), and automate email/task sequences.
3.3. Salesforce Marketing Cloud
• Feature/Setting: Automation Studio—automates audience segmentation and Journey Builder to trigger lapsed member drip campaigns.
3.4. Twilio SMS
• Feature/Setting: Messaging API automates personalized SMS; configure triggers on member status change in CRM via webhook.
3.5. SendGrid
• Feature/Setting: Automatedly deliver lapsed member campaigns using Marketing Campaigns API and dynamic templates.
3.6. Google Sheets
• Feature/Setting: Automate a database of lapsed members; trigger notifications via Google Apps Script when criteria match.
3.7. Outlook 365
• Feature/Setting: Use Power Automate to trigger automated emails to lapsed members from shared mailboxes.
3.8. Zapier
• Feature/Setting: Automates detection by connecting CRM or Google Sheets and automating multi-step lapsed member messaging.
3.9. Airtable
• Feature/Setting: Automator triggers when "Membership Expiry" field passes, sending info to email/SMS automations.
3.10. ActiveCampaign
• Feature/Setting: Build automations based on custom field "Last Paid Date"; send automated reminders and follow-ups.
3.11. Intercom
• Feature/Setting: Series platform automates in-app & email messages when a lapsed member logs in or meets inactivity criteria.
3.12. Slack
• Feature/Setting: Use Slack API to notify staff or volunteers when a member lapses, triggering manual or automated outreach.
3.13. Pipedrive
• Feature/Setting: Workflow automations trigger tasks for team follow-up or send lapsed-member emails via integration.
3.14. ClickSend
• Feature/Setting: Automate delivery of SMS or direct mail postcards triggered by CRM changes or scheduled rules.
3.15. Facebook Messenger API
• Feature/Setting: Automate re-engagement messages with Messenger Send API based on CRM triggers.
3.16. WhatsApp Business API
• Feature/Setting: Automates templated message broadcasts to lapsed members; initiated from database triggers.
3.17. Segment
• Feature/Setting: Identify lapsed users; trigger automations across downstream communication tools via event tracking.
3.18. Constant Contact
• Feature/Setting: Automate targeted email reminders using List Segment Trigger and Autoresponder API.
3.19. Drip
• Feature/Setting: Workflow builder automates multi-step lapsed member re-engagement across email and SMS.
3.20. Typeform
• Feature/Setting: Automates sending satisfaction or feedback questionnaires to lapsed members, triggered post-lapse.
3.21. Trello
• Feature/Setting: Automatedly create cards for lapsed members, trigger workflow checklists for manual follow-ups.
3.22. Monday.com
• Feature/Setting: Automator sets up reminders for lapsed member contact and logs team outreach outcomes.

Benefits

4.1. Automates targeted, timely outreach, increasing chances of member re-engagement.
4.2. Removes repetitive manual workload for staff, ensuring no lapsed member is missed.
4.3. Enables scalable, consistent campaigns across multiple communication platforms.
4.4. Automated tracking improves overall member lifecycle management and analytics.
4.5. Boosts campaign success rates through automated experimentation and personalized messaging.
4.6. Ensures compliance by automating opt-in/opt-out and respecting privacy preferences.