Membership level upgrade notifications

Purpose

1.1. Automate notifications to members when their membership level upgrades, ensuring timely communication and enhancing engagement with museum of zoology supporters.
1.2. Deliver automated upgrade information, exclusive perks, access details, and recognition messages efficient and without manual handling.
1.3. Centralize the member upgrade journey, maintaining automatable consistency in notifications, branding, donor relations, and data collection for analytics.

Trigger Conditions

2.1. Automated upgrade in CRM system (manual admin change or self-serve portal).
2.2. Automated membership payment exceeding certain thresholds.
2.3. Scheduled automator batch updates from donor engagement campaigns.
2.4. Automated detection of member milestones or anniversaries prompting level change.

Platform Variants

3.1. Salesforce
• Feature/Setting: Automate “Process Builder” with Membership_Level_Upgraded trigger, configure Email Alert template.
3.2. HubSpot
• Feature/Setting: Automate workflow on “Membership Tier Changed”; configure Notification Email action.
3.3. Zoho CRM
• Feature/Setting: Automate Blueprint for status ‘Upgraded’; create automated Email Notification rule.
3.4. Microsoft Power Automate
• Feature/Setting: Automate flow for upgrade event; configure Outlook send email connector.
3.5. Mailchimp
• Feature/Setting: Automate via API Event Trigger; send campaign using dynamic member tags.
3.6. Twilio SMS
• Feature/Setting: Automate via Studio Flow; configure SMS send on webhook from CRM.
3.7. SendGrid
• Feature/Setting: Automate using “Automated Email” API, triggered by change in membership status.
3.8. Slack
• Feature/Setting: Automate using Incoming Webhook for #membership channel on upgrade event.
3.9. Google Sheets
• Feature/Setting: Automate script to detect upgraded status and trigger App Script MailApp.sendEmail().
3.10. Stripe
• Feature/Setting: Automate via webhook for subscription upgrade; push notification via connected service.
3.11. Zapier
• Feature/Setting: Automate Zaps linking Membership system ‘Level Upgraded’ to Email or SMS.
3.12. ActiveCampaign
• Feature/Setting: Automate with Tag Automation, trigger email series on new level tag.
3.13. Intercom
• Feature/Setting: Automate Campaign based on upgraded audience attribute; configure auto-message.
3.14. Pipedrive
• Feature/Setting: Automate Workflow Automation for upgraded deal; send email/SMS.
3.15. Freshdesk
• Feature/Setting: Automate Ticket creation and automated member email on upgrade field update.
3.16. Airtable
• Feature/Setting: Automate Script/Automation block for record change triggers email or webhook.
3.17. Notion
• Feature/Setting: Automate via database change and Notion API to call messaging automation.
3.18. Webflow
• Feature/Setting: Automate via Memberships logic, API trigger upgrades, configure notification email.
3.19. Monday.com
• Feature/Setting: Automate Status Change trigger to integration email automation.
3.20. Shopify
• Feature/Setting: Automate App or Flow for customer ‘Tag’ change, triggers notification (email/SMS).
3.21. Klaviyo
• Feature/Setting: Automate Flow for segment entry (“Upgraded”), send series automated emails.
3.22. Emma
• Feature/Setting: Automate Workflow triggered by membership custom field change.
3.23. Oracle Eloqua
• Feature/Setting: Automate Program Canvas triggering emails on member upgrade.
3.24. Smartsheet
• Feature/Setting: Automate workflow for cell change; integrate with Gmail/Outlook for notifications.

Benefits

4.1. Automatedly notifies supporters, driving engagement and perceived value.
4.2. Automates timely delivery, ensuring no member is missed at upgrade.
4.3. Automates recognition, improving donor satisfaction and loyalty for zoology museum.
4.4. Streamlines operations and reduces manual errors with automatable processes.
4.5. Enhances reporting for automated analytics and fundraising effectiveness.
4.6. Saves staff time and enables scale for wider outreach through automation.