Member Management and CommunicationPurpose
1.2. Provide multi-channel reminders (email, SMS, app push, voice), collect payments via diverse gateways, update member status in internal databases, and generate reports for management oversight.
Trigger Conditions
2.2. No renewal payment received by due date.
2.3. Manual initiation by membership admin.
2.4. Automated input from member management system indicating pending status.
Platform Variants
• Feature/Setting: Programmable SMS; set HTTP POST to /Messages endpoint, use template: “Dear {Name}, your membership expires on {Date}. Renew today: {Link}”
3.2. SendGrid
• Feature/Setting: Transactional Mail API; configure dynamic template and schedule mail send via v3/mail/send.
3.3. Stripe
• Feature/Setting: Invoices API; auto-generate and send renewal invoice upon trigger, webhook to track payment.
3.4. PayPal
• Feature/Setting: Subscription API; auto-notify user of expiring subscription, generate renewal payment link.
3.5. Salesforce
• Feature/Setting: Workflow Rules; auto-email and trigger reminder tasks in member CRM records.
3.6. HubSpot
• Feature/Setting: Sequences Automation; enroll members in “renewal” workflow, send reminders at set intervals.
3.7. Mailchimp
• Feature/Setting: Automation Email Campaign; set up post-based triggers for sequence “membership renewal.”
3.8. Slack
• Feature/Setting: Incoming Webhooks; post admin notifications on overdue or successful renewals.
3.9. Microsoft Teams
• Feature/Setting: Power Automate with Teams connector; auto-message staff channel when a member renews.
3.10. Google Sheets
• Feature/Setting: Sheets API; log every renewal and expiry to a shared spreadsheet, trigger via script.
3.11. Zoho CRM
• Feature/Setting: Workflow Alerts; configure to send alerts/reminders and update member stages.
3.12. Pipedrive
• Feature/Setting: Custom Automations; auto-add activities and mark status changes per renewal workflow.
3.13. Intercom
• Feature/Setting: Series Automation; queue in-app and email reminders, record interaction data per event.
3.14. ActiveCampaign
• Feature/Setting: Automation Workflows; configure “Renewal Reminder” with conditional follow-ups.
3.15. AWS SES
• Feature/Setting: SendEmail API; batch send personalized renewal notifications, monitor delivery status.
3.16. Firebase Cloud Messaging
• Feature/Setting: Push Notification API; trigger mobile app alerts for renewals expiring.
3.17. WhatsApp Business API
• Feature/Setting: Message Templates; send timely renewal notifications and payment links.
3.18. Plivo
• Feature/Setting: SMS API; send reminder texts, configure callback URL for delivery reports.
3.19. DocuSign
• Feature/Setting: eSignature API; dispatch renewal agreements requiring e-signatures for confirmation.
3.20. QuickBooks Online
• Feature/Setting: Invoice API; auto-generate renewal invoices, mark payment as received.
3.21. Trello
• Feature/Setting: API addCard; create task cards for staff follow-up when a member ignores reminders.
3.22. Calendly
• Feature/Setting: Webhooks; prompt members to schedule renewal meetings, auto-insert events in staff calendars.
3.23. SurveyMonkey
• Feature/Setting: Collect feedback post-renewal via automated survey emails using API triggers.
3.24. Airtable
• Feature/Setting: Base record updates; synchronize member renewal data and trigger correspondences.
3.25. Microsoft Dynamics
• Feature/Setting: Power Automate Flows; trigger email or SMS reminders based on member data fields.
Benefits
4.2. Eliminates manual communication, reducing human error.
4.3. Real-time status updates inform staff for proactive engagement.
4.4. Automated logging and reporting support compliance and strategic planning.
4.5. Supports multi-channel communication tailored to member preferences.