Membership and Registration AutomationPurpose
1.2. Automatedly reduce manual outreach, ensuring each member is notified based on their enrollment cycle, expiry date, and membership type.
1.3. Automator improves retention by automating reminders, minimizing lapsed memberships, and providing a seamless renewal workflow.
Trigger Conditions
2.2. Trigger automates on payment status (unpaid memberships).
2.3. Automatable event on updates in member details or contact information.
2.4. Automatedly triggers for one-time or recurring scheduled check of membership dates.
Platform Variants
3.1. Twilio SMS
• Feature: SMS messaging automation.
• Setting: Configure Twilio Messages API to auto-send SMS when renewal deadline approaches.
3.2. SendGrid
• Feature: Automated email delivery.
• Setting: Use SendGrid’s "Dynamic Templates" with the Mail Send endpoint to automate personalized renewal emails.
3.3. Mailchimp
• Feature: Automate email series workflow.
• Setting: Audience segmentation with pre-built automation triggers for renewals.
3.4. ActiveCampaign
• Feature: Automate email and SMS campaigns.
• Setting: Automated campaign workflow builder; connect to member expiry date field for reminders.
3.5. HubSpot
• Feature: Workflow automation.
• Setting: Enroll members in an automated email sequence using the "Workflows" tool.
3.6. Microsoft Power Automate
• Feature: Multi-channel automation.
• Setting: Build a flow connecting membership CRM to Outlook, Teams, or SMS to automate notifications.
3.7. Google Calendar API
• Feature: Automated event reminders.
• Setting: Automatically create calendar events for renewal reminders using the Events.insert endpoint.
3.8. Salesforce
• Feature: Process Builder automation.
• Setting: Automatedly trigger outbound reminders based on custom fields in the Membership object.
3.9. Zoho CRM
• Feature: Workflow Rules automation.
• Setting: Automate sending emails using workflow rules when membership end date is near.
3.10. Pabbly Connect
• Feature: Automated multi-app integrations.
• Setting: Automate reminders using scheduled triggers with the Email or SMS module.
3.11. Constant Contact
• Feature: Automated email reminder campaigns.
• Setting: Schedule automated series campaigns based on contact lists with expiry dates.
3.12. Slack API
• Feature: Automated channel messages.
• Setting: Use chat.postMessage endpoint to send renewal notifications to staff or members.
3.13. WhatsApp Business API
• Feature: Automatedly send renewal reminders via WhatsApp.
• Setting: Automate sending personalized template messages when renewal date is near.
3.14. Stripe
• Feature: Automated payment reminders.
• Setting: Create a webhook on "invoice.upcoming" event for automated reminders.
3.15. Webex (Cisco)
• Feature: Automated notification messages.
• Setting: Trigger automated messages in group or direct chat using the Messages API.
3.16. Zapier
• Feature: Automation between apps.
• Setting: Build a Zap combining CRM, email, and SMS automators for reminders.
3.17. Airtable
• Feature: Automation scripts.
• Setting: Configure Airtable Automations to send reminders based on membership expiry fields.
3.18. Intercom
• Feature: Automated chat/email reminders.
• Setting: Set up automated messages based on profile data triggers.
3.19. Klaviyo
• Feature: Automated flows.
• Setting: Automatedly send email or SMS using the Flows builder tied to custom membership properties.
3.20. Freshdesk
• Feature: Automated ticket reminders.
• Setting: Create automated renewal follow-up tickets using Workflow Automator.
3.21. Monday.com
• Feature: Automated notification pulses.
• Setting: Use automation recipes to send notifications or emails as membership deadlines approach.
Benefits
4.2. Automator ensures no member is skipped, maximizing retention rates.
4.3. Delivers consistent, timely, and personalized communication through automation.
4.4. Enables automatable adjustment of reminders per member preferences or communication channels.
4.5. Improves club revenue and reputation via automated retention and reduced manual error.