Member status upgrade and downgrade notifications

Purpose

1.1. To automatically notify members when their membership status is upgraded or downgraded due to earned points, activity, or administrative changes.
1.2. Ensures immediate communication regarding loyalty tier adjustments for transparent, real-time engagement.
1.3. Builds customer trust, reduces support queries, and increases program participation by keeping members informed.
1.4. Enhances operational efficiency by eliminating the need for manual notification processes across multiple channels.

Trigger Conditions

2.1. Change in member status in loyalty program (upgrade or downgrade).
2.2. Completion of qualifying activity (visits, purchases, referrals, etc.) causing threshold crossing.
2.3. Administrative action or system recalculation altering current member level.
2.4. Scheduled batch updates executed after end-of-day reconciliation.

Platform Variants

3.1. Twilio SMS API
• Configure Twilio's "Messages" API to send SMS on webhook trigger with member's phone and message template.
• Example: Use endpoint POST /2010-04-01/Accounts/{AccountSid}/Messages.json with recipient’s details.

3.2. SendGrid Email API
• Enable SendGrid’s "Mail Send" endpoint for transactional email notifications with dynamic templates.
• Example: POST to /v3/mail/send with subject and HTML body with member details.

3.3. Slack API
• Use Slack’s "chat.postMessage" endpoint for direct notification in member-specific workspace or admin channels.
• Example: POST to /api/chat.postMessage with channel ID and formatted text.

3.4. Microsoft Teams Graph API
• Configure Teams "chatMessage" resource to deliver membership alerts to users or teams.
• Example: POST to /chats/{chat-id}/messages.

3.5. Salesforce Marketing Cloud
• Trigger Journey Builder “Entry Event” to launch email/SMS when member status changes in CRM.
• Configure entry data extension with contact key and updated status.

3.6. Mailchimp Transactional
• Leverage "Messages/send" endpoint to dispatch personalized transactional notifications.
• Example: POST to /messages/send.json with merge_vars for new status.

3.7. HubSpot Workflow
• Use HubSpot’s “Workflows” automation to email or SMS contacts upon tier change property update.
• Configure trigger as "If membership_tier is updated."

3.8. Zoho CRM Automation
• Set "Workflow Rules" to send notification emails when custom field for status is changed.
• Use Deluge script for custom messaging.

3.9. ActiveCampaign Automations
• Design automation with "Contact Updated" trigger and send email/SMS via "Send Notification" step.
• Map new status to campaign content.

3.10. Pipedrive Webhooks
• Attach webhook to "Person updated" event to trigger HTTP request to notification service.
• Configure recipient and message dynamically.

3.11. Intercom
• Leverage "Event" trigger API for real-time messages or in-app notifications when status changes.
• POST to /events with custom event name.

3.12. Zendesk
• Use "Triggers" to automatically email or message users on membership change ticket/event.
• Set condition on custom ticket field.

3.13. Gupshup WhatsApp API
• Configure “Send message” API to deliver upgrades/downgrade alerts via WhatsApp.
• Use POST to /wa/api/v1/msg with phone_id and template_id.

3.14. Facebook Messenger Send API
• Implement “messages” endpoint to send status updates as Messenger chats.
• Example: POST to /v11.0/me/messages.

3.15. OneSignal
• Use “Create Notification” REST API to send push notifications to the member’s registered device.
• POST to /notifications with user_id and message.

3.16. Pushwoosh
• Apply “/createMessage” API call to launch push messages for app users reflecting their new status.
• Include device tokens and message.

3.17. Google Firebase Cloud Messaging (FCM)
• Trigger FCM “send” endpoint to push changes directly to mobile apps.
• POST to /fcm/send with notification payload.

3.18. Klaviyo Flows
• Trigger “Flow Action” for SMS/email/WhatsApp on profile property change for membership tier.
• Configure dynamic content blocks.

3.19. SAP Marketing Cloud
• Use “Campaign Automation” to send upgrade/downgrade emails using new segmentation event.
• Configure communication trigger based on member status attribute.

3.20. Oracle Responsys
• Implement “Program Entry” triggered by data update, sending personalized emails or SMS.
• Map contact fields to notification template.

3.21. Freshworks CRM
• Automate email notifications using workflow automations when member field for loyalty status changes.
• Set action as “Send Email.”

3.22. Monday.com Automations
• Attach automation for status column change to generate team or member notifications.
• Use “When status changes, notify” block with message template.

Benefits

4.1. Streamlines consistent, real-time communication improving member satisfaction.
4.2. Reduces manual intervention and operational overhead.
4.3. Increases engagement and trust from timely, transparent updates.
4.4. Ensures multichannel coverage, matching members’ preferred contact method.
4.5. Enables easy scaling as membership programs grow or diversify.