Lapsed member follow-up campaigns

Purpose

1.1 Automate lapsed member follow-up campaigns for architects associations by systematically identifying members whose memberships have expired, triggering multi-channel alerts, and optimizing retention outreach.
1.2 Purposefully centralize, track, and automate communications re-engaging former members, driving renewals, and sustaining organization growth.
1.3 Automatedly segment expired contacts, dispatch campaign content, and monitor actions to streamline member management operations.

Trigger Conditions

2.1 Automated trigger when membership expiration date passes and no renewal is recorded.
2.2 Automate detection post-grace period (e.g. 30 days without renewal).
2.3 Scheduled automated batch checks (daily, weekly) for overdue renewals.
2.4 Automator flags user status to “Lapsed” in the database via periodic workflow.

Platform Variants

1 Mailchimp

• Feature/Setting: Campaign Manager API, configure automation for lapsed-members segment with scheduled personalized email flows.

2 HubSpot

• Feature/Setting: Workflows; automate enrollment when contact property “Membership Status = Lapsed.”

3 Salesforce

• Feature/Setting: Process Builder/Flow; auto-send email and assign renewal task when Membership__c.Status__c changes to “Lapsed.”

4 Microsoft Power Automate

• Feature/Setting: Automated cloud flow triggers upon SharePoint/List status update for member as “Lapsed.”

5 Twilio SMS

• Feature/Setting: Programmable Messaging API; auto-send SMS reminder to lapsed members with renewal links.

6 SendGrid

• Feature/Setting: Marketing Campaigns Automation; schedule targeted email campaigns to lapsed contacts.

7 ActiveCampaign

• Feature/Setting: Automations; trigger sequence when tag “Lapsed” is added to contact.

8 Zoho CRM

• Feature/Setting: Workflow Rules/Blueprint; automate email and notification once member lifecycle stage updates to “Lapsed.”

9 Pipedrive

• Feature/Setting: Automation feature; auto-send follow-up once deal/person custom field “Membership status” updated to “Lapsed.”

10 Google Sheets

• Feature/Setting: Apps Script; automate check and email trigger when expiry column has passed date.

11 Airtable

• Feature/Setting: Automations and Scheduled Triggers; send notifications or emails when field “Status” changes to “Lapsed.”

12 Intercom

• Feature/Setting: Series Automator; send chat/email when user tag “Lapsed Member” is detected.

13 Slack

• Feature/Setting: Incoming Webhook/API; automated alerts to staff channel when lapsed members identified.

14 Monday.com

• Feature/Setting: Automation Center; trigger templated email and update pipeline upon lapsed member status.

15 Constant Contact

• Feature/Setting: Automated Email Series; configure journey for lapsed segments.

16 Klaviyo

• Feature/Setting: Flow Builder; automatedly send win-back series to lapsed member profiles.

17 MemberPress

• Feature/Setting: Rules/Reminders; auto-send email for expired memberships.

18 Wild Apricot

• Feature/Setting: Automated Emails; configure reminders for lapsed members.

19 Zoho Campaigns

• Feature/Setting: Workflow Automation; target lapsed segments with scheduled outreach.

20 G Suite (Google Workspace)

• Feature/Setting: Google Apps Script automation, detecting lapsed via Sheets, automate Gmail follow-up dispatches.

21 Freshdesk

• Feature/Setting: Automations; create follow-up ticket/notify teams for each lapsed member.

22 SurveyMonkey

• Feature/Setting: Automated survey deployment to lapsed segment, trigger feedback collection sequence.

23 MailerLite

• Feature/Setting: Automation workflows; automate win-back campaign to lapsed users group.

24 ClickSend

• Feature/Setting: SMS API; configure scheduled automated reminders for lapsed members.

Benefits

4.1 Automatedly increases renewal rates by ensuring lapse follow-ups are never missed.
4.2 Automates multi-channel communication, saving staff resources and manual effort.
4.3 Enables scalable, data-driven, and timely lapsed member reengagement workflows.
4.4 Improves organizational retention metrics through systematic automation of all follow-up tasks.
4.5 Automating process compliance, audit trails, and campaign performance analytics.
4.6 Provides a repeatable, automatable win-back sequence to adapt as organization scales.