Expiry and upgrade alerts sent automatically

Purpose

 1.1. Automate expiry and upgrade notification alerts for bowling club members by triggering timely communications before, upon, or after membership renewal deadlines.
 1.2. Facilitate automated alerts for expiring memberships, upgrade eligibility, payment reminders, and loyalty benefits in real time.
 1.3. Enable automators to minimize manual tracking, reduce churn, and support proactive member engagement through automated notifications, thereby automating membership lifecycle management.

Trigger Conditions

 2.1. Automated trigger based on membership expiry date approaching (e.g., 30, 15, 7 days before).
 2.2. Trigger on membership status change (active to expiring or expired).
 2.3. Initiate upon eligibility for upgrade based on usage, tenure, or club policy.
 2.4. Automate escalation triggers for pending renewals or ignored upgrade alerts.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Use Programmable SMS → Set automated message in Messaging Service; Trigger via API when membership status is nearing expiry.
 3.2. SendGrid
  • Feature/Setting: Use Email API → Automated templated emails sent when expiry status detected; configure SMTP relay for bulk alerts.
 3.3. Mailchimp
  • Feature/Setting: Use Automations → Audience segmentation + automated campaign flows triggered by member tag/status update.
 3.4. HubSpot
  • Feature/Setting: Workflow Automation → Set up automated email/SMS based on custom fields tied to membership expiry.
 3.5. Salesforce
  • Feature/Setting: Process Builder Workflow → Schedule expiry alerts using automation tied to contact or lead status.
 3.6. Zapier
  • Feature/Setting: Automate triggering actions from Google Sheets/CRM to SMS, email, or Slack integration via zaps.
 3.7. ActiveCampaign
  • Feature/Setting: Automated Campaigns → Trigger membership renewal or upgrade sequence on contact segment.
 3.8. Microsoft Power Automate
  • Feature/Setting: Automated Flows → Trigger from Dynamics, Outlook, SMS, and Teams for alert delivery.
 3.9. Google Workspace (Calendar/Gmail)
  • Feature/Setting: Calendar automation for expiry; auto-email generated via Apps Script or Gmail API.
 3.10. Slack
  • Feature/Setting: Notifications automatedly sent to club staff via scheduled Slackbot/Slack API post.
 3.11. Pipedrive
  • Feature/Setting: Workflow Automations → Custom triggers from deal/member pipeline for expiry-reminders.
 3.12. Zoho CRM
  • Feature/Setting: Automated workflow rules on contact expiration, SMS/Email triggered via Zoho Flow.
 3.13. Intercom
  • Feature/Setting: Custom bots/messages automated by tagging expiring contacts.
 3.14. Freshdesk
  • Feature/Setting: Automated notifications/reminders tied to ticket rules for expiring memberships.
 3.15. ClickSend
  • Feature/Setting: Schedule SMS/email using Contacts API, automated recurring expiry alerts configured by date.
 3.16. Bitrix24
  • Feature/Setting: Business Process Automation for member CRM expiry fields.
 3.17. Klaviyo
  • Feature/Setting: Automated flows with “date property” trigger for expiry and upgrade.
 3.18. Omnisend
  • Feature/Setting: Automation workflow for sending renewal reminders for club lists.
 3.19. OneSignal
  • Feature/Setting: Automated push notifications scheduled for membership expiry on web/mobile.
 3.20. BambooHR
  • Feature/Setting: Notification workflows for membership/employment renewal; automates reminders via email/SMS.

Benefits

 4.1. Automates timely reminders, improving renewal rates and reducing lapsed memberships.
 4.2. Automated escalation can target non-responders and boost member engagement.
 4.3. Reduces manual labor by automating expiry tracking and communications.
 4.4. Supports diverse communication channels (SMS, email, push, CRM platform), adaptable to member preferences.
 4.5. Enables automatable reporting on conversion and response to expiry alerts.
 4.6. Creates a seamless automated member experience, reinforcing loyalty and satisfaction.