Membership upgrade offers based on activity tracking

**Purpose**

1.1. Automate targeted membership upgrade offers for acrobatic diving pool members by analyzing attendance, class/event participation, and engagement metrics.
1.2. Increase revenue and retention through timely, data-driven upgrade campaigns based on individualized behavioral triggers.
1.3. Enable scalable, multi-channel campaigns that adapt to each member’s interaction and membership value history.

**Trigger Conditions**

2.1. Member exceeds predefined visit threshold within 30 days.
2.2. Participation in special events, workshops, or competitions within past 2 months.
2.3. Booking or usage of premium amenities more than X times/month.
2.4. Member achieves skill certification or reaches milestone in diver progression system.
2.5. Drop-off in activity followed by recent re-engagement.
2.6. Direct request for upgrade or interest captured via survey/form.

**Platform Variants**

3.1. Salesforce
• Feature/Setting: Flow Builder; Criteria-Based Process (ActivityThreshold__c, triggered on update)
3.2. HubSpot
• Feature/Setting: Workflows; Enrollment trigger (Contact Property = Visit Count > 10)
3.3. Microsoft Power Automate
• Feature/Setting: Automated Flow; Connector: Dynamics 365 (When a record is updated: ActivityCount)
3.4. Zapier
• Feature/Setting: Zap; Trigger: Membership activity logged (Webhook/Email parser), Action: Offer email
3.5. Make (Integromat)
• Feature/Setting: Scenario, Trigger: Google Sheets updated, Action: Conditional logic to send offer
3.6. Twilio SMS
• Feature/Setting: Studio Flow; Conditional splits on webhook data for upgrade qualification
3.7. SendGrid
• Feature/Setting: Marketing Campaigns API; Triggered Send, Segment: ‘Upgrade Candidates’
3.8. Mailchimp
• Feature/Setting: Customer Journey, Entry rule: Custom API event (>= 8 visits)
3.9. ActiveCampaign
• Feature/Setting: Automation, Trigger: Tag added (HighActivity), Action: Offer sequence
3.10. Pipedrive
• Feature/Setting: Workflow Automation, Trigger: Deal/Membership status change, Action: Send webhooks
3.11. Google Workspace (Apps Script)
• Feature/Setting: OnEdit trigger, Script: Parse log, Auto-email/send Slack upgrade offer
3.12. Slack
• Feature/Setting: Incoming Webhooks, Bot posts upgrade alert when activity milestone hit
3.13. Stripe
• Feature/Setting: Webhooks API; Listen to customer.subscription.updated, Custom logic for thresholds
3.14. Square
• Feature/Setting: Customer Directory API, Monitor visit counts, Action: Send upgrade offer
3.15. Shopify
• Feature/Setting: Flow app, Condition: Customer tags/Order count, Notification: Upgrade product
3.16. Zoho CRM
• Feature/Setting: Blueprint/Workflow; Trigger: Field update (ActivityCount), Action: Email/Task
3.17. Oracle NetSuite
• Feature/Setting: SuiteFlow, Trigger: Custom activity field, Action: Subscription upgrade email
3.18. Intercom
• Feature/Setting: Series, Entry by custom event: Activity milestone, Message: Upgrade offer
3.19. Freshdesk
• Feature/Setting: Automations, Event: Ticket log (Upgrade request), Action: Task+Notification
3.20. BambooHR
• Feature/Setting: Workflow, Trigger: Custom field (GymVisitCount), Notify member for upgrade
3.21. Klaviyo
• Feature/Setting: Flows, Trigger: Profile property threshold, Email/SMS: Personalized upgrade offer
3.22. Monday.com
• Feature/Setting: Automation, Trigger: Column value change (Visits), Notification: Integration to outreach tool
3.23. Notion
• Feature/Setting: API Update; Check activity DB, Trigger Zapier/Make to send upgrade prompt

**Benefits**

4.1. Drives member engagement and maximizes retention with personalized incentives.
4.2. Reduces manual tracking and increases campaign precision.
4.3. Enables staff to focus on member experience, not administration.
4.4. Unifies cross-platform data for real-time, automated offer logic.
4.5. Boosts facility revenue and enhances member value perception.