Purpose
1.2. Automated follow-up ensures timely personalized reminders, reactivation offers, or wellness check-ins without manual intervention in the member lifecycle.
1.3. Automation of communication streamlines operational costs, maximizes resource utilization, and enhances experience for both members and staff.
Trigger Conditions
2.2. Payment or attendance lapsed for a defined period (e.g., 14, 30, or 60 days).
2.3. Manual flag by staff indicating member inactivity.
2.4. Automatic detection of zero class bookings or no gym check-ins in a set timeframe.
2.5. Failure of subscription auto-renewal or direct debit triggers automated sequence.
Platform Variants
• Feature/Setting: Automate sending SMS to suspended/inactive members.
• API: POST /Messages with member mobile and custom text (e.g., “Haven’t seen you in a while!”).
3.2. SendGrid
• Feature/Setting: Automate triggered email follow-ups to lapsed members.
• API: POST /mail/send with email personalization and dynamic template ID.
3.3. Mailchimp
• Feature/Setting: Automation workflow for lead reactivation email series.
• API: automated journey with event trigger for membership status change.
3.4. Slack
• Feature/Setting: Automated DM to staff notifying member inactivity for manual call.
• API: chat.postMessage with mention and member details.
3.5. Salesforce
• Feature/Setting: Automated task or workflow rule for follow-up calls.
• API: Workflow Rule; Task creation via REST API – POST /services/data/vXX.X/sobjects/Task/.
3.6. HubSpot
• Feature/Setting: Automate follow-up email workflows.
• API: Workflows tool triggered by property change “membership status”.
3.7. Google Sheets
• Feature/Setting: Automated entry of inactive members in a tracking list.
• API: Sheets API append with inactivity filter script.
3.8. ActiveCampaign
• Feature/Setting: Automate email/SMS series for winback.
• API: Automations – POST /api/3/contacts or trigger automation via webhook.
3.9. Zoho CRM
• Feature/Setting: Automate task assignments for follow-up.
• API: Workflow rule for records, POST /crm/v2/Tasks.
3.10. Constant Contact
• Feature/Setting: Automated win-back campaigns to segmented lists.
• API: /contacts endpoint with trigger for campaign send.
3.11. Intercom
• Feature/Setting: Automated in-app messages or emails.
• API: Conversations API – POST /messages targeting segment “inactive”.
3.12. Microsoft Teams
• Feature/Setting: Automate notifications to team channel for member outreach.
• API: Incoming Webhook with JSON payload for member details.
3.13. Pipedrive
• Feature/Setting: Automate activity creation for follow-up calls.
• API: POST /activities based on deal/person status.
3.14. Airtable
• Feature/Setting: Automated database tagging of inactive members and activity log.
• API: PATCH /records on condition “inactive”.
3.15. Facebook Messenger
• Feature/Setting: Automate personalized win-back chat messages.
• API: Send API with recipient PSID and message template.
3.16. ClickSend
• Feature/Setting: Automated bulk SMS re-engagement.
• API: /sms/send endpoint with inactivity filter.
3.17. Zendesk
• Feature/Setting: Automate ticket creation for human follow-up.
• API: POST /api/v2/tickets.json with subject “Inactive member follow-up”.
3.18. Trello
• Feature/Setting: Automate card creation in “Follow-Ups” board for each inactive member.
• API: POST /1/cards to list “Inactive Members”.
3.19. Asana
• Feature/Setting: Automate task generation in member retention project.
• API: POST /tasks with custom fields: Last Active, Contact channel.
3.20. WhatsApp Business API
• Feature/Setting: Send automated message template for lapsed member re-engagement.
• API: /v1/messages with recipient contact and template.
Benefits
4.2. Notification and outreach are automatedly orchestrated across multiple channels.
4.3. Streamlines retention workflows, automates team collaboration, and reduces missed opportunities.
4.4. Enhances member experience via automated, personalized communication.
4.5. Automates escalation paths for high-value or at-risk member accounts.
4.6. Automation enables scalability as gym membership base grows, ensuring consistent outreach.