Purpose
1. Automate sending timely, consistent renewal notifications to gym members before, on, or after their membership expiration date.
2. Automates engagement to reduce churn, increase retention, and streamline membership workflow without repetitive manual outreach.
3. Enables business logic to customize notification frequency, message channels, and audience segments based on membership type, payment status, or loyalty tier.
4. Automates compliance with company policy through auditable communication logs for renewal reminders.
5. Ensures scalable delivery across SMS, email, app push notifications, and more, suitable for single-site or multi-location gyms.
Trigger Conditions
1. Automated trigger on approaching membership expiry date (preset intervals: 30, 14, 7, 1 day(s)).
2. Automate action upon detecting failed renewal payment attempts.
3. Automated detection of membership plan status change (e.g., freeze, downgrade, or upgrade).
4. Automates notification re-send if user has not interacted or renewed after the initial outreach.
5. Trigger automator from CRM database change upon staff update to member status.
Platform Variants
1. Twilio SMS
— Feature/Setting: Programmable SMS API. Configure automated messaging via REST endpoint, using template body and dynamic recipient phone fields.
2. SendGrid
— Feature/Setting: Transactional Email API. Set up automated email templates with personalization tags and scheduled delivery.
3. Mailchimp
— Feature/Setting: Customer Journey Automations. Configure an automation workflow for renewal reminders based on custom audience segments.
4. Slack
— Feature/Setting: Incoming Webhooks. Set up automated internal staff channel notifications on member renewals or escalations.
5. Microsoft Teams
— Feature/Setting: Adaptive Cards via Graph API. Automate notification cards sent to relevant team channels for member follow-up prompts.
6. HubSpot
— Feature/Setting: Workflow Automation. Automatically trigger email or SMS sends when a contact’s membership property nears expiry.
7. Salesforce
— Feature/Setting: Process Builder + Messaging. Configure automated alerts, emails, or mobile push when “Membership End Date” is within defined range.
8. ActiveCampaign
— Feature/Setting: Automation Builder. Set up automated email and SMS reminders based on contact field for expiration date.
9. Zoho CRM
— Feature/Setting: Workflow Rules. Automate SMS/email/notification as soon as “Membership Valid Till” field is within configured range.
10. Google Calendar
— Feature/Setting: Calendar Events API. Automate event reminders for staff or members tied to renewal dates.
11. Outlook 365
— Feature/Setting: Automated Flows (Power Automate). Create schedule-based automation for reminder emails to expiring memberships.
12. Intercom
— Feature/Setting: Series Automation. Trigger automated in-app messages or email reminders for renewal based on user lifecycle stage.
13. Pipedrive
— Feature/Setting: Automations. Set up workflow triggers tied to deal/membership expiration or status stage updates.
14. WhatsApp Business API
— Feature/Setting: Messaging API. Automates personalized renewal notifications to members directly on WhatsApp.
15. OneSignal
— Feature/Setting: Automated Push Notifications. Configures auto-sending push messages to app users before membership expires.
16. Shopify
— Feature/Setting: Flow App Automation. Automate sending notifications from membership expiry data stored in customer tags/metafields.
17. Typeform
— Feature/Setting: Responses Webhook. Automatedly trigger post-survey reminders if form indicates pending renewal.
18. Airtable
— Feature/Setting: Scripting/Automations. Automates email/SMS reminders based on "Renewal Due" formula field.
19. Monday.com
— Feature/Setting: Automations Center. Set up recipe to send notifications or create tasks when membership date is approaching.
20. Notion
— Feature/Setting: Database Automation via Integration. Automated notifications triggered by upcoming or overdue renewal items.
21. Klaviyo
— Feature/Setting: Flows. Configure renewal email/SMS automation using date-based triggers and list segmentation.
22. Zendesk
— Feature/Setting: Triggers. Automatically send notifications or create tickets when member renewal status changes.
Benefits
1. Automates repetitive outreach, freeing staff for high-value tasks.
2. Ensures timely, consistent communication, reducing missed renewals.
3. Personalizes member interactions, improving satisfaction with automated touchpoints.
4. Decreases member attrition through proactive automated engagement.
5. Enables detailed tracking with automated logs for compliance and analytics.
6. Scales notification processes across multiple channels and member volumes with minimal manual input.
Membership & Customer Management