Auto-enrollment into special classes or workshops based on membership type

Purpose

1.1. Enable fully automated, rules-based enrollment into specialized acrobatic diving classes or workshops as soon as a member's type is confirmed in the membership system.
1.2. Eliminate manual class allocation and errors, enhancing member experience by instant access to relevant diving content and events.
1.3. Dynamically adjust class offerings and notifications in real time as membership upgrades, renewals, or downgrades occur.
1.4. Sync class rosters, waiting lists, and attendance records to reflect only eligible participant types.
1.5. Automatically update billing, CRM, engagement, and compliance logs when enrollments occur.

Trigger Conditions

2.1. New member joins with qualifying membership type (e.g., “Elite Diver”).
2.2. Membership upgrade/downgrade detected in core CRM or billing platform.
2.3. Scheduled membership renewal processed.
2.4. Target workshop or class schedules are updated in event management system.
2.5. Manual override or admin-initiated enrollment action.

Platform Variants

3.1. Salesforce
• Feature/Setting: Process Builder/Flow—activate on “Membership Status Changed”; direct custom Apex invocation for class assignment.
3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate—trigger on membership entity update, call “EnrollMemberInClass” custom action.
3.3. HubSpot
• Feature/Setting: Workflow Automation—trigger on field change “Membership Tier”, invoke webhook to class roster API.
3.4. Zoho CRM
• Feature/Setting: Blueprint automation—on “Membership plan updated”, trigger custom function for enrollment sync.
3.5. ActiveCampaign
• Feature/Setting: Automation—trigger from tag added (e.g., “Diving Gold”), invoke API to add contact to workshop.
3.6. Mailchimp
• Feature/Setting: Customer Journey—when tagged, trigger webhook to external enrollment endpoint.
3.7. Google Sheets
• Feature/Setting: Apps Script—onEdit trigger when membership sheet updated, push row data to class API.
3.8. Airtable
• Feature/Setting: Automation—record updated in “Members” triggers “Find & Add to Class” script.
3.9. Eventbrite
• Feature/Setting: API—POST to /orders endpoint to register member in internal event, initiated by webhook.
3.10. Mindbody
• Feature/Setting: Webhooks—on contact status change, trigger enrollment via “AddClientToClass” API call.
3.11. Amilia
• Feature/Setting: SmartRec automation—auto-assign class on “Membership purchased” via integration setting.
3.12. Wild Apricot
• Feature/Setting: Workflow Rule—on “Membership level changed”, call HTTP API to enroll member.
3.13. ClubReady
• Feature/Setting: Automation—process triggers auto-class assignment based on subscription plan field.
3.14. Jackrabbit Class
• Feature/Setting: Integration—scheduled API sync parses membership updates, pushes “Enroll” API request.
3.15. Constant Contact
• Feature/Setting: Automated Email—enrollment trigger sends API data to internal scheduler on membership tag.
3.16. Stripe
• Feature/Setting: Webhook—detect “plan.updated”; invoke script to enroll customer in class database.
3.17. Square
• Feature/Setting: Payment Event Webhook—when membership SKU is sold, call class allocation API.
3.18. Freshdesk
• Feature/Setting: Workflow Automator—when customer field is “Diving Member”, invoke REST app for enrollment.
3.19. Slack
• Feature/Setting: Slash Command integration—admin triggers “/enroll [member_id] [class]” to assign class.
3.20. Trello
• Feature/Setting: Butler Automation—card moved to “Enrolled” list triggers webhook to group rosters API.

Benefits

4.1. Reduces administrative workload by eliminating manual enrollments.
4.2. Ensures accurate and up-to-date member access to classes/workshops.
4.3. Enhances member satisfaction with instantaneous class placement.
4.4. Improves data consistency across membership, billing, and scheduling records.
4.5. Enables scalable, error-free onboarding and engagement for aquatic diving facilities.