Membership & Loyalty ProgramsPurpose
1.2. Reduce churn rate by proactively notifying members before expiry.
1.3. Support multiple communication channels (email, SMS, push, voice).
1.4. Automate follow-up and escalation for non-responsive members.
1.5. Maintain a consistent branded experience for contacting members.
1.6. Allow segmentation of reminders by membership type or status.
1.7. Integrate with CRM and payment systems for accurate status.
1.8. Collect opt-out preferences and automate suppression accordingly.
Trigger Conditions
2.2. Payment failure or upcoming auto-renew transaction.
2.3. Last login or member engagement data triggers reactivation attempt.
2.4. Bulk processing for periodic batch reminders (e.g., daily CRON jobs).
2.5. On-demand via staff manual trigger from management dashboard.
Platform Variants
3.1. Twilio SMS
• API: Messages API – Configure to send SMS to member’s phone at scheduled intervals.
• Example: Use POST /2010-04-01/Accounts/{AccountSid}/Messages.json
3.2. SendGrid
• API: Mail Send – Automate email reminders through transactional template.
• Example: POST /v3/mail/send with template_id and dynamic_member_data
3.3. Mailchimp
• Feature: Customer Journeys – Setup automated workflow triggered by renewal date.
• Example: Event-based trigger linked to ‘Renewal approaching’ tag
3.4. HubSpot
• API: Workflows – Create enrollment criteria using ‘Membership Expiry Date’ property.
• Example: Workflow action “Send Email” upon criterion match
3.5. Salesforce
• Feature: Process Builder/Flows – Automatic task and communication trigger before expiry.
• Example: Scheduled Flow triggered by custom ‘Renewal Date’ field
3.6. ActiveCampaign
• Feature: Automation – Date-based trigger with email/SMS action.
• Example: “Date triggers” linked to membership records
3.7. Zoho CRM
• Feature: Workflow Rules – Condition on renewal fields to send notifications.
• Example: Scheduled email template to contacts
3.8. Microsoft Power Automate
• Connector: Outlook/Teams/3rd-party SMS – Flow to dispatch reminders across channels.
• Example: Scheduled cloud flow with ‘when a record matches condition’ trigger
3.9. Google Workspace (Gmail + Apps Script)
• Script: Custom time-driven script to auto-send renewal reminders.
• Example: Triggers emailing when ‘ExpiryDate’ hits target window
3.10. Slack
• API: Chat PostMessage – Direct reminders or notifications in member/parent channel.
• Example: POST /api/chat.postMessage with user/member mention
3.11. Intercom
• Feature: Product Tours/Outbound Messages – Automated in-app/email message sequence.
• Example: ‘Event’ trigger for users approaching expiration
3.12. Firebase Cloud Messaging
• API: Send Notification – Push notifications to mobile app users for renewal.
• Example: POST /fcm/send with target user/device tokens
3.13. Pipedrive
• Feature: Activity Reminders – Automated activity linked to deals/contacts with expiry date.
• Example: Workflow automation for renewal tasks/emails
3.14. ClickSend
• API: SMS/Email – Batch API calls scheduling personalized messages.
• Example: POST /v3/sms/send with contact placeholders
3.15. Emma
• Feature: Automated Email Campaigns – Recurring workflow for expiring members.
• Example: ‘Trigger-Based’ campaign with saved criteria
3.16. Omnisend
• Feature: Automation – Segment-based automation for membership status.
• Example: Automation workflow starting on ‘Renewal’ tag
3.17. Constant Contact
• Feature: Email Automation – Time-based automated reminder series.
• Example: Automation triggered X days before expiry
3.18. WhatsApp Business API
• API: Template Messages – Pre-approved template sending to members for renewal.
• Example: POST /v1/messages with member-specific variables
3.19. Facebook Messenger
• API: Send API – Automated renewal reminders with quick action buttons.
• Example: POST /me/messages endpoint
3.20. RingCentral
• Feature: SMS/Fax/Voice – Scheduled multi-channel voice/SMS broadcast.
• Example: Message scheduling via communication APIs
3.21. Klaviyo
• Feature: Flows – Automated touchpoints based on custom event triggers.
• Example: Flow to send email/SMS on ‘Membership renewal window open’ event
3.22. Monday.com
• Automation: Notify – Automate notification/in-app reminder to staff for manual follow-up.
• Example: Custom automation when ‘End Date’ column is within X days
3.23. Shopify Plus
• API: Script/Flow – Automated email/SMS when membership product is due for renewal.
• Example: Shopify Flow trigger on ‘order/renewal date’
3.24. Stripe
• API: Billing Webhooks – Trigger reminders based on invoice.upcoming and subscription events.
• Example: Webhook to listen for ‘invoice.upcoming’, fire off notification workflow
3.25. Mailjet
• Feature: Transactional Email API – Use ‘Send API’ to dispatch reminders by membership list.
• Example: POST /v3/send with custom variables
Benefits
4.2. Increases renewal rates and revenue.
4.3. Enables multi-channel outreach for higher contact success.
4.4. Ensures compliance with opt-in/opt-out communication laws.
4.5. Scalable for high-volume member databases.
4.6. Allows detailed analytics and follow-up optimization.