Membership & Loyalty ProgramsPurpose
1.2. Ensure target members are informed about exclusive events (parties, VIP activities, previews) based on membership tier, interests, or visit history.
1.3. Reduce manual coordination by auto-scheduling and dispatching invites via preferred channels, ensuring timely and consistent communication.
Trigger Conditions
2.2. Member milestone reached (e.g., anniversary, birthday, or visit count).
2.3. Periodic triggers (monthly, quarterly) to promote planned events.
2.4. Member joins a specific loyalty tier.
2.5. Member RSVP signals completion or eligibility for a follow-up invite.
Platform Variants
• Feature/Setting: Campaign Trigger API — configure automated campaigns for member-segmented lists.
3.2. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder Event Entry — trigger invitation journeys based on CRM flags.
3.3. HubSpot
• Feature/Setting: Workflows → If/then logic on Member property — set auto-invite upon membership status update.
3.4. Twilio SMS
• Feature/Setting: Messaging API — configure SMS sends for new qualifying events; use Programmable Messaging.
3.5. SendGrid
• Feature/Setting: Marketing Campaigns API — dynamic segment targeting for email invitations.
3.6. Slack
• Feature/Setting: Incoming Webhooks — send DM invites to member workspace channels.
3.7. Microsoft Teams
• Feature/Setting: Adaptive Cards API — post event card to member groups upon event creation.
3.8. Zapier
• Feature/Setting: Scheduled Zaps and Event Triggers — pass invite data to communication tools.
3.9. ActiveCampaign
• Feature/Setting: Automation Builder — configure trigger on membership list for event send.
3.10. Google Calendar
• Feature/Setting: Calendar API Event Insert — auto-create private event invites for eligible members.
3.11. Eventbrite
• Feature/Setting: Event Invite API — automate guest list population from membership system.
3.12. Pipedrive
• Feature/Setting: Workflow Automation — auto-email invites to “Member” contacts.
3.13. Constant Contact
• Feature/Setting: Email Automation — trigger sends based on list additions from membership database.
3.14. Intercom
• Feature/Setting: Custom Bots & Series — trigger chat or email invite after user action.
3.15. Klaviyo
• Feature/Setting: Segment Trigger Flows — auto-email or SMS to member segments.
3.16. WhatsApp Business API
• Feature/Setting: Message Templates — send pre-approved invite notifications to members.
3.17. Facebook Messenger
• Feature/Setting: Send API — broadcast event invitation message to followers tagged as members.
3.18. Notion
• Feature/Setting: Database Integration API — auto-create shared pages or calendar events for members.
3.19. Google Sheets
• Feature/Setting: App Script or API Push — update member RSVPs and auto-notify invitees.
3.20. Shopify
• Feature/Setting: Flow app or Checkout Scripts — tag loyalty members and send event invite post-purchase.
3.21. Wix Automations
• Feature/Setting: Trigger automations when member signs up or unlocks new status for event invites.
3.22. Zendesk
• Feature/Setting: Triggers & Automations — auto-send invite to member tickets with qualifying status.
3.23. OneSignal
• Feature/Setting: Automated Push — send mobile/app invites based on user profile updates.
Benefits
4.2. Reduces human error and manual workload for event teams.
4.3. Supports omni-channel delivery; adapts to members’ preferred contact method.
4.4. Enables granular targeting via membership tiers and behavioral data.
4.5. Provides robust analytics on open rates, RSVPs, and attendance for continual improvement.
4.6. Increases member satisfaction, loyalty, and participation in revenue-driving events.