Purpose
1.2 This automation covers scheduled, personalized reminders via preferred channels, tracks responses, escalates non-renewals, and syncs updated renewal status in real-time across membership and finance systems.
1.3 Automating reminder flows reduces manual input, eliminates errors, supports compliance in professional bodies, and delivers a seamless, proactive experience for members and admins alike.
Trigger Conditions
2.2 Triggered also by failed payments, lapsed memberships, or manual admin input.
2.3 Optional: automatedly initiate follow-ups post-initial notification if no renewal detected.
Platform Variants
– Feature/Setting: Automated Email Campaigns
– Configure renewal reminder series in Customer Journeys.
3.2 SendGrid
– Feature/Setting: Automated Email API
– Use Dynamic Templates with expiry data via automated API triggers.
3.3 Twilio SMS
– Feature/Setting: Programmable Messaging API
– Automate SMS sending to members with renewal details based on trigger events.
3.4 Slack
– Feature/Setting: Workflow Builder + Incoming Webhooks
– Post automated notifications to admin or member channels for action.
3.5 Microsoft Teams
– Feature/Setting: Power Automate Flows
– Push automated reminders or task cards directly into Teams conversations.
3.6 Google Calendar
– Feature/Setting: Events API
– Automatedly create calendar reminders or invite blocks for expiration dates.
3.7 Salesforce
– Feature/Setting: Process Builder/Flow
– Automate email/SMS/Task based on custom renewal logic.
3.8 HubSpot
– Feature/Setting: Workflows
– Automatedly email, create tasks, or notify sales team on renewal status.
3.9 ActiveCampaign
– Feature/Setting: Automations
– Send automated reminder series and tag contacts on response.
3.10 Zoho CRM
– Feature/Setting: Workflow Rules
– Automated reminders and follow-up task assignments.
3.11 Outlook/Exchange
– Feature/Setting: Flow/Power Automate
– Trigger personalized automated emails/calendar events.
3.12 Freshdesk
– Feature/Setting: Automations
– Create tickets or automated communications for upcoming renewals.
3.13 Constant Contact
– Feature/Setting: Email Automation
– Segment and automatedly send sequence of reminders.
3.14 Airtable
– Feature/Setting: Automations/Script
– Watch expiry fields, send automated notifications or webhook triggers.
3.15 Monday.com
– Feature/Setting: Automations
– Automated reminders via internal or external integrations.
3.16 Intercom
– Feature/Setting: Series/Outbound Messaging
– Automatedly chat or email members for renewals.
3.17 Pipedrive
– Feature/Setting: Workflow Automation
– Notify and assign team actions for upcoming renewals.
3.18 Asana
– Feature/Setting: Rules
– Automate task assignment and internal reminders for lapsed memberships.
3.19 QuickBooks
– Feature/Setting: Automated Invoice Reminders
– Send automated reminders/invoices for unpaid renewals.
3.20 Stripe
– Feature/Setting: Billing/Subscription Webhooks
– Automatedly notify when renewals are due or payments fail.
3.21 Zapier
– Feature/Setting: Multi-Step Zaps
– Route expiry triggers to multiple channels for external automations.
3.22 G Suite (Gmail/Sheets)
– Feature/Setting: Apps Script
– Automatedly draft/send email reminders on sheet-based expiry tracking.
Benefits
4.2 Automated reminders reduce lapsed memberships, supporting organizational continuity.
4.3 Automation strengthens compliance in professional bodies by ensuring timely notifications.
4.4 Multi-channel automation increases reach—covering email, SMS, chat, task, and calendar.
4.5 Automated data sync lessens errors and always maintains up-to-date records.
4.6 Supports scalable, reliable, and consistent communication at any membership volume.
4.7 Elevates member satisfaction with proactive, timely, personalized automated communications.