Membership Management AutomationPurpose
1.2. Reduce admin work by automating member upgrades/downgrades based on payment, attendance, or request.
1.3. Ensure prompt, consistent access to benefits and communications for revised membership levels.
1.4. Standardize notifications, internal updates, and CRM adjustments post-upgrade/downgrade.
Trigger Conditions
2.2. Manual request (member form submission/email).
2.3. Attendance thresholds met or not met (e.g., promotion based on class attendance count).
2.4. Subscription expiry/renewal.
2.5. Automated schedule (e.g., end/start of month batch processing).
Platform Variants
3.1. Mindbody
• Feature: Webhooks for membership status change; configure outbound webhook on payment/class attendance update.
3.2. Zen Planner
• Function: API endpoint “Update Membership Level”; configure trigger on status change field.
3.3. MemberPress
• Feature: Rules automation; auto-update user role on WooCommerce payment processed.
3.4. Glofox
• Setting: Zapier triggers for plan upgrade/downgrade activity.
3.5. Wild Apricot
• API: /accounts/{accountId}/contacts/{contactId}/membershipLevel; call with PUT on level change.
3.6. Clubworx
• Feature: Automated Actions; link membership tier field to online form or payment event.
3.7. Google Sheets
• Function: Apps Script; trigger on row update in membership database to sync with main system.
3.8. Mailchimp
• Setting: Tag assignment automation; update segment on membership level change via API PATCH /lists/{list_id}/members/{subscriber_hash}.
3.9. Stripe
• API: “Subscription Update” webhook; on invoice.paid event, call POST /v1/subscriptions to change plan.
3.10. PayPal
• IPN listener: receive upgrade/downgrade payment notification and post update to management system.
3.11. Salesforce
• Function: Process Builder; auto-update contact custom field “Membership Level” on transaction recorded.
3.12. Airtable
• Script: Automation script; trigger row update/sync with club’s main CRM via PATCH.
3.13. Eventbrite
• Webhook: on “Order Placed”; enable update of linked CRM or email list’s member record tier.
3.14. HubSpot
• API: PATCH /crm/v3/objects/contacts/{contactId}; set property “Membership Tier”.
3.15. Constant Contact
• Function: Contact List Management; assign to appropriate “Membership Level” list on update event.
3.16. SMS (Twilio)
• Setting: Programmable Messaging; auto-send confirmation SMS on successful tier change event.
3.17. Mailgun
• API: POST /messages; trigger custom email notification for upgrade/downgrade to user/admin.
3.18. Microsoft Teams
• Feature: Incoming Webhook; post member change summary to admin channel on each trigger.
3.19. Slack
• Setting: Webhook or Bot; post announcement in staff group when tier is changed.
3.20. Notion
• Integration: Update member database page property “Level”; triggered on payment or attendance updates.
3.21. Xero
• API: PUT /contacts/{contactID}; update contact notes or custom field with new membership status.
3.22. QuickBooks Online
• App: Automation rule to update membership subscription detail on transaction event.
3.23. Kajabi
• Automation: “If Offer Purchased/Expired” trigger; auto-tag or segment user, email notifications.
3.24. Google Forms
• Script: On submit, run Apps Script to check membership database and post changes to club CRM.
Benefits
4.2. Provides immediate member feedback (email/SMS).
4.3. Ensures synchronized data across communication, payment, and reporting systems.
4.4. Reduces admin load, enhances member satisfaction, allows staff to focus on core activities.
4.5. Tracks analytics and historical data for future marketing or auditing.