Membership Management & CommunicationPurpose
1.2. Send personalized welcome emails—immediately after member approval or registration.
1.3. Ensure timely delivery of essential information, such as association benefits, event invitations, resource links, and contacts.
1.4. Centralize all onboarding touchpoints for consistent communication and record-keeping across platforms.
Trigger Conditions
2.2. Payment confirmation for new membership or renewal.
2.3. Web form submission indicating completed member registration.
2.4. Administrator approval of pending member.
2.5. API trigger from external association management platform indicating new joiner.
Platform Variants
3.1. Salesforce
• Function: Process Builder or Flow to trigger email on new Contact added.
• Sample: Set flow to launch on “Contact Created,” link to Email Alert template.
3.2. HubSpot
• Function: Workflow Automation—trigger on new Contact in “Members” list.
• Sample: Enrollment trigger “List Membership”; action “Send Welcome Email.”
3.3. Zoho CRM
• Function: Workflow Rule—on new “Lead” or “Contact” status.
• Sample: Create workflow for status “Onboarded,” link to email template.
3.4. Mailchimp
• Function: Automated Journey—trigger “Audience joined.”
• Sample: Welcome Journey, configure starting point as “Signup Source: API or Form.”
3.5. ActiveCampaign
• Function: Automations—entry trigger “Subscribes to list: New Members.”
• Sample: Sequence “Send Welcome + Information Email.”
3.6. SendGrid
• Function: Marketing Campaigns > Automation, trigger with “Add Contact to List via API.”
• Sample: POST /marketing/contacts trigger automation for Welcome Email series.
3.7. Microsoft Dynamics 365
• Function: Power Automate, event on new member in “Contacts” entity.
• Sample: Flow step “When a record is created,” send email via Office 365.
3.8. Google Workspace (Sheets + Gmail)
• Function: Apps Script—trigger on new row in member sheet.
• Sample: onEdit(e) trigger, send personalized email via GmailApp.
3.9. Brevo (Sendinblue)
• Function: Automation—entry “Contact added to list Membership.”
• Sample: Workflow step “Send Email” using Welcome template.
3.10. Slack
• Function: Workflow Builder—trigger “Form submission” for new members.
• Sample: Auto-post welcome or DM with onboarding checklist.
3.11. Intercom
• Function: Series or Automated Message for new user registered.
• Sample: Trigger event “User Signed Up,” action “Send Welcome Email.”
3.12. Pipedrive
• Function: Workflow Automation—Person added to “Members” pipeline stage.
• Sample: Trigger “Deal created in Members,” email via connected provider.
3.13. Airtable
• Function: Automations—when new record in “Members” table.
• Sample: Trigger “Record enters view,” action “Send email.”
3.14. Monday.com
• Function: Automations—item created in “Members” board.
• Sample: Trigger “When new item created,” action “Notify via email.”
3.15. Notion
• Function: Integration with Zapier/Integromat—page created in Members database.
• Sample: Trigger “New database item,” send email via Gmail/Outlook.
3.16. Constant Contact
• Function: Automation—add to “New Members” list triggers Welcome Email.
• Sample: Entry event “Contact joins list,” action “Send Welcome.”
3.17. MailerLite
• Function: Automation—trigger “Subscribes to group: Members.”
• Sample: Workflow “Send Welcome Email.”
3.18. Gist
• Function: Automation on “Contact tagged as Member.”
• Sample: Rule “Tag added – Member,” then “Send Welcome Email.”
3.19. Klaviyo
• Function: Flow triggered by “List joined – Members.”
• Sample: Trigger “Joins list Members,” action “Send Welcome Email.”
3.20. Oracle NetSuite
• Function: SuiteFlow automation on new Customer record.
• Sample: Workflow “On Create Customer – Member,” action “Send Email Alert.”
Benefits
4.2. Reduces administrative time and errors through consistent, automated communications.
4.3. Ensures essential onboarding content always reaches every new member.
4.4. Easily scalable process for associations of all sizes, regardless of member volume.
4.5. Centralizes onboarding analytics for continual process improvement.