Automated membership renewals and reminders

Purpose

1. Automate timely membership renewal notifications and reminders for bridge club members, ensuring no lapses in membership status.

2. Automatedly streamline renewal processes via multiplatform outreach (email, SMS, voice, in-app).

3. Eliminate manual tracking and member follow-ups with an automation solution that reduces administrative workload and error.

4. Enable real-time automated renewal processing and self-service membership management for club members.

Trigger Conditions

1. Automate based on membership expiry dates in the club database.

2. Automatable trigger when a renewal payment status remains “unpaid” X days before expiry.

3. Automated trigger for repeated reminders at custom intervals (e.g., 30, 14, 7, and 1 day before expiry).

4. Automate immediately on payment completion for sending confirmation.

Platform Variants

1. Mailchimp

• Feature/Setting: Automate renewal reminder campaigns with API "POST /automations" and "trigger an email campaign".
  
• Automatedly configure member segments to trigger based on renewal dates.
  

2. Twilio

• Feature/Setting: Automate SMS reminders using "Messages API" — configure automated sms flow for due renewals.
  

3. SendGrid

• Feature/Setting: Automatedly send custom emails via “/mail/send” API for renewal and receipt confirmation.
  

4. Slack

• Feature/Setting: Automate internal reminders using "chat.postMessage" API for staff to follow up on overdue dues.
  

5. HubSpot

• Feature/Setting: Automate workflow with “Workflows tool” to trigger email and task automation for renewals.
  

6. Salesforce

• Feature/Setting: Automate membership renewal with "Process Builder" to send reminders based on custom objects.
  

7. Zoho CRM

• Feature/Setting: Automate follow-up using “Workflow Rules” for contacts with upcoming expiries.
  

8. Google Calendar

• Feature/Setting: Automator triggers via "Events" API when renewal deadline events are due.
  

9. Pipedrive

• Feature/Setting: Automate deals/follow-ups using “Workflow Automation” for members nearing expiry.
  

10. ActiveCampaign

• Feature/Setting: Automated segment updates and reminder emails via “Automations”.
  

11. Outlook (Microsoft 365)

• Feature/Setting: Automate reminder emails and tasks using “Power Automate - Scheduled Cloud Flow”.
  

12. Stripe

• Feature/Setting: Automate payment retries and email notifications with "Billing renewal webhooks".
  

13. Typeform

• Feature/Setting: Automator sends custom renewal forms using "Responses API" triggered by expiry.
  

14. Airtable

• Feature/Setting: Automatable base with views and notifications via “Automations” for due renewals.
  

15. Calendly

• Feature/Setting: Automated notification flows via "Event Type" and webhook triggers for renewal callbacks.
  

16. Trello

• Feature/Setting: Automate card creation or updates via "Butler Rules" for members due for renewal.
  

17. WhatsApp Business API

• Feature/Setting: Automated message template reminders for renewals via "messages/send".
  

18. Zoom

• Feature/Setting: Automation for scheduling renewal-related meetings using "Meeting API" on non-renewed members.
  

19. Constant Contact

• Feature/Setting: Automate reminder campaigns using "Automated Email Series".
  

20. Freshdesk

• Feature/Setting: Automate ticket generation for unpaid renewals with "Workflow Automator".
  

Benefits

1. Automates membership communications; no manual intervention required.

2. Automatedly increases renewal rates, minimizing lapsed memberships.

3. Automating reduces staff workload and error rates.

4. Automator ensures consistent outreach, improving member engagement.

5. Automation enables integration with financial systems and quick reporting.

6. Automatable reminders drive timely renewals and payment collection.

7. Automatedly aligns with multi-channel communication preferences (email/SMS/app).