Membership & Donor Management AutomationPurpose
1.2. Automates tracking of lapsed statuses, reactivation offers, and follow-ups; integrates with event invitations, special incentives, and optional segmentation.
1.3. Automates all underlying data synchronization between CRM and communications platforms, minimizing manual efforts in outreach campaigns.
Trigger Conditions
2.2. No renewal action taken within a configurable period (e.g., 1, 7, or 30 days after lapse).
2.3. Automated scheduled check runs daily/weekly via automator.
Platform Variants
3.1 Salesforce
• Function: Process Builder or Flow automation to detect lapsed member status and trigger outbound message.
• API: /services/data/vXX.X/sobjects/Contact/
• Config: Configure criteria-based process triggered on “Status = Lapsed”.
3.2 HubSpot
• Feature: Workflow Automation; detects property “Membership Status: Lapsed” and automates email or task.
• API: /crm/v3/objects/contacts/
• Config: Trigger workflow when “Lifecycle Stage = Lapsed Member”.
3.3 ActiveCampaign
• Feature: Automation Trigger on tag “Lapsed”; automates re-engagement email series.
• API: /api/3/contacts
• Config: Automate when tag added.
3.4 Mailchimp
• Feature: Customer Journey Builder; automates sequence for segment “Lapsed Members”.
• API: /3.0/lists/{list_id}/members
• Config: Trigger journey for “status” field changes.
3.5 Microsoft Power Automate
• Feature: Automated flow for detecting lapsed member in Dynamics 365; triggers email via Outlook.
• API: /common/dataService/api/data/v9.1/contacts
• Config: Scheduled trigger with condition on “Membership Expiry Date”.
3.6 Twilio SMS
• Feature: SMS automator sends personalized reminder to lapsed members.
• API: /2010-04-01/Accounts/{AccountSid}/Messages.json
• Config: Automate send on detected lapse.
3.7 SendGrid
• Feature: Automate transactional email for re-engagement campaigns.
• API: /v3/mail/send
• Config: Scheduled email to lapsed segment.
3.8 Constant Contact
• Feature: Automated email sequence triggered for lapsed-member list.
• API: /v2/contacts
• Config: List automation for “Lapsed” tag.
3.9 Zoho CRM
• Feature: Workflow Rule; automates task/email on “Lapsed” status.
• API: /crm/v2/Contacts
• Config: When Field “Membership Status” = “Lapsed”.
3.10 Slack
• Feature: Automate internal alerts to membership team on lapsed detection.
• API: /api/chat.postMessage
• Config: Notify channel on event.
3.11 Google Sheets
• Feature: Automation updates/maintains sheet with current lapsed records.
• API: /v4/spreadsheets/{spreadsheetId}/values
• Config: Append row on lapse event.
3.12 Eventbrite
• Feature: Automate sending event invites to lapsed members as incentive.
• API: /v3/users/me/events/
• Config: Automation to filter and invite lapsed segment.
3.13 Gmail
• Feature: Automated personalized emails to lapsed members.
• API: /gmail/v1/users/{userId}/messages/send
• Config: Merge with member data.
3.14 Pipedrive
• Feature: Workflow Automation; task created for membership manager when lapse detected.
• API: /v1/persons
• Config: Trigger on Membership End Date.
3.15 Intercom
• Feature: Automated chat or email to lapsed users logged in to portal.
• API: /conversations
• Config: Segment-based automator.
3.16 Airtable
• Feature: Script block automation updates lapsed membership table and triggers email automator.
• API: /v0/{baseId}/{tableName}
• Config: Script to filter and mark as “Lapsed”.
3.17 Shopify
• Feature: Automation via Flow app; targets “lapsed” tagged customers for membership reactivation offer.
• API: /admin/api/2023-04/customers.json
• Config: Automated workflow for tag.
3.18 Monday.com
• Feature: Automation recipes flag lapsed members and assign follow-up items.
• API: /v2/
• Config: Item status automator.
3.19 Klaviyo
• Feature: List-triggered flow for lapsed member audience; sends automated series.
• API: /api/v1/lists/
• Config: Dynamic segment triggers flow.
3.20 Notion
• Feature: Automator updates lapsed membership database and notifies internal team.
• API: /v1/pages
• Config: Automation for database property “Status”.
Benefits
4.2. Automating time-intensive campaigns increases retention and maximizes staff efficiency.
4.3. Centralized automation improves data accuracy and unified communications.
4.4. Automatedly delivers timely, targeted touchpoints, using SMS, email, and notifications.
4.5. Automator supports diverse channel options and personalized incentive delivery.
4.6. Automation reduces operational errors and manual labor in donor engagement.