Membership Management AutomationPurpose
1.2. Automates assignment of mentors, induction scheduling, access provisioning to member-only platforms, automates distributing guidelines/policies, automates account setup, and automatedly tracks onboarding progress.
1.3. Deliver automated personalized onboarding journeys using a multi-step, automatable process integrating communication, database management, document workflows, and HR platforms.
Trigger Conditions
2.2. Payment confirmation for membership.
2.3. HR upload or manual entry of member details into association’s membership system.
2.4. Submission of required documents for verification.
Platform Variants (sample functions/settings to automate onboarding)
• Feature/Setting: Automated workflow; Configure “When a new item is added” in SharePoint List to trigger onboarding.
3.2. Salesforce
• Feature/Setting: Automate onboarding sequence using Process Builder with a “New Member Trigger” for onboarding journeys.
3.3. HubSpot
• Feature/Setting: Automate workflow with “Contact enrollment trigger” when “Member Status = Active.”
3.4. Google Workspace
• Feature/Setting: “Admin SDK Directory API” for automated user/group provisioning.
3.5. Slack
• Feature/Setting: “Conversations.Invite” API to automate adding new members to onboarding channels.
3.6. Zendesk
• Feature/Setting: Trigger automation “on ticket creation” for onboarding support tickets.
3.7. Asana
• Feature/Setting: Automated project template creation via “Create Project” API for every new member.
3.8. Trello
• Feature/Setting: Automate card creation with “Trello REST API” for onboarding checklist assignment.
3.9. Mailchimp
• Feature/Setting: Automate email campaign with “Automated Welcome Series” workflow.
3.10. DocuSign
• Feature/Setting: Auto-send onboarding contracts via the “EnvelopeCreation” API.
3.11. Twilio
• Feature/Setting: Automated SMS onboarding notifications using “Twilio Messaging API.”
3.12. Google Sheets
• Feature/Setting: Google Apps Script automation for onboarding tracking row creation.
3.13. BambooHR
• Feature/Setting: “Employee Added” webhook automates account creation and starting onboarding task lists.
3.14. Zapier
• Feature/Setting: Automate onboarding workflows using multi-step zaps triggered on new record addition.
3.15. Freshdesk
• Feature/Setting: Automated ticket creation for onboarding queries using webhook triggers.
3.16. Monday.com
• Feature/Setting: Automate onboarding board item creation with “When status changes to Member” automation.
3.17. SendGrid
• Feature/Setting: Automated onboarding email series via the “Transactional Templates” API.
3.18. Notion
• Feature/Setting: Automated workspace invitations using “Notion User Invite” API.
3.19. Workday
• Feature/Setting: Automate onboarding tasks using “Hire Event Triggers” and onboarding workflow configuration.
3.20. Dropbox
• Feature/Setting: “Sharing API” to automate provision of onboarding resource folders.
3.21. Airtable
• Feature/Setting: On form submission automation for onboarding records; trigger using Airtable Automations.
3.22. Intercom
• Feature/Setting: Automated introduction messages using “New User” trigger and automated onboarding campaign.
Benefits
4.2. Automatedly ensures compliance and consistency in all onboarding steps across corporate association branches.
4.3. Automates employee productivity by activating access and resource provisioning instantly.
4.4. Automator reduces onboarding latency, boosting new member satisfaction and engagement.
4.5. Enables automatable tracking, real-time status, and escalation for stuck or delayed onboarding cases, harnessing best practices for efficient membership management automation.