Purpose
1.2. Facilitate contactless communication for health/safety updates, promote events/classes, and ensure compliance with membership documentation requirements.
1.3. Automate the delivery of pool schedules, equipment policies, locker room use, emergency procedures, and community resources to each new diver, reducing staff overhead and error.
Trigger Conditions
2.2. Payment success or contract completion event logged.
2.3. New member email or phone captured through web sign-up, POS, mobile app, or kiosk.
2.4. Third-party channel webhooks indicating new membership.
Platform Variants
• Feature: Programmable Messaging API — send personalized SMS with orientation; sample: Set 'From' pool number, 'To' new member, 'Body' orientation details.
3.2. SendGrid
• Feature: Mail Send API — dispatch welcome email; configure template_id and dynamic fields for diver’s name and orientation link.
3.3. Mailchimp
• Feature: Automated Welcome Email — use 'Customer Journeys'; trigger on 'new contact added', auto-send pool rules and schedule.
3.4. Slack
• Feature: Incoming Webhook — post welcome and resources to #new-divers channel, set channel and JSON payload with orientation info.
3.5. WhatsApp Business API
• Feature: Template Messaging — send approved onboarding template upon member registration event.
3.6. HubSpot
• Feature: Workflow Automation — trigger onboarding email/task when contact property 'New Member' is true.
3.7. Salesforce
• Feature: Process Builder/Flow — detect 'Member Added', trigger 'Send Email Alert' with pool info PDFs attached.
3.8. ActiveCampaign
• Feature: Automation Builder — new contact initiates 'Welcome Series' email automation.
3.9. Intercom
• Feature: Chatbot auto-message — configure new user trigger and introduce staff/billing overview.
3.10. Microsoft Teams
• Feature: Adaptive Cards via webhook — post interactive welcome card to group or direct message.
3.11. Google Chat
• Feature: Webhook bot message — deliver text/links for orientation to chat space.
3.12. Zendesk
• Feature: Trigger — when user profile tag 'new_member' added, auto-send orientation email.
3.13. Pipedrive
• Feature: Workflow Automation — on new deal in 'Membership' pipeline, email template sent automatically.
3.14. Zoho CRM
• Feature: Workflow Rule — trigger 'Send Email' action if 'Membership Status' is 'New'.
3.15. Discord
• Feature: Bot message — detect role assignment event, DM member with onboarding details.
3.16. Gmail API
• Feature: Users.messages.send — send personalized HTML welcome message.
3.17. Facebook Messenger Platform
• Feature: Send API — dispatch onboarding message with links, FAQs, and contact shortcuts to new contact.
3.18. WebPush (OneSignal)
• Feature: Automated Push Campaigns — send orientation push when new account registered on platform.
3.19. Trello
• Feature: Automation (Butler) — auto-create orientation checklist card for each new member.
3.20. Eventbrite
• Feature: Email Attendees API — auto-send information packet to registrants for facility orientation events.
3.21. Typeform
• Feature: Thank You Screen redirect— on form submit, show/jump to orientation video/instructions.
Benefits
4.2. Accelerates member adaptation, improves engagement, and supports retention by ensuring no information is missed.
4.3. Enables instant communication of vital rules, safety alerts, and scheduling—even after hours.
4.4. Frees staff for facility safety and member assistance, improving satisfaction and operational efficiency.
4.5. Scalable to multi-location sites; integrates into omni-channel ecosystems, supporting diverse member preferences.