Membership ManagementPurpose
1.2. Enhance retention by automating personalized reminders through preferred communication channels, reducing administrative overhead.
1.3. Support compliance with membership policies and contractual terms through timely, auditable outreach.
1.4. Enable tracking of notification outcomes to inform club management decisions and marketing strategies.
Trigger Conditions
2.2. Member record is updated with an upcoming expiration date extension or renewal.
2.3. Scheduled time-based check on all current memberships (e.g., daily at 2:00 AM).
2.4. Data change or webhook from membership management platform indicating pending expiration.
Platform Variants
• Feature/Setting: Use the Programmable SMS API; configure "Send Message" with member phone numbers and dynamic content template for expiration warnings.
3.2. SendGrid
• Feature/Setting: Email API; set transactional templates for notification emails, insert member and expiration info via substitutions.
3.3. Mailchimp
• Feature/Setting: Automated Email Journeys; configure audience segmentation by expiration date, trigger email series.
3.4. Slack
• Feature/Setting: Incoming Webhook URL for direct messages; use dynamic payload with member and membership details.
3.5. Microsoft Teams
• Feature/Setting: Microsoft Graph API "chatMessage" endpoint; send expiry reminders to member Teams accounts.
3.6. WhatsApp Business API
• Feature/Setting: Template messages sent via /messages endpoint with member contact; include dynamic expiration info.
3.7. Discord
• Feature/Setting: Bot account using channel.send() to DM members or post in private reminder channels.
3.8. Telegram
• Feature/Setting: Bot API sendMessage method; direct messages containing expiry dates to user chat IDs.
3.9. Gmail
• Feature/Setting: Gmail API users.messages.send; use dynamic template for subject/body including expiration details.
3.10. Outlook
• Feature/Setting: Microsoft Graph API /sendMail; personalize emails to each member based on expiration schedule.
3.11. Salesforce
• Feature/Setting: Process Builder or Workflow Rule; auto-email and task generation when expiration field triggers.
3.12. Zoho CRM
• Feature/Setting: Workflow Rule; automate email/SMS alerts when "Membership Expiry Date" is within threshold.
3.13. HubSpot
• Feature/Setting: Workflow automation; trigger notification emails when expiry custom property nears.
3.14. ActiveCampaign
• Feature/Setting: Automated Email Campaigns; segment lists by upcoming expiration and personalize content.
3.15. Pipedrive
• Feature/Setting: Workflow Automation; send reminders using “Activities” for expiring memberships.
3.16. Intercom
• Feature/Setting: Automated Messages; configure custom triggers based on member metadata.
3.17. Freshdesk
• Feature/Setting: Automations (Dispatch’r); trigger emails or SMS for expiring memberships.
3.18. Zendesk
• Feature/Setting: Triggers and automations; auto-generate reminders via email or SMS on expiry condition.
3.19. Google Calendar
• Feature/Setting: Calendar API event creation with reminders for each member as a calendar event.
3.20. Microsoft Power Automate
• Feature/Setting: Scheduled Flow; orchestrate reminders across email/SMS based on D365/member DBs.
3.21. ClickSend
• Feature/Setting: SMS API; push notifications to listed phone numbers before expiry.
3.22. Amazon SES
• Feature/Setting: SendEmail API; send expiration notifications as scheduled transactional messages.
Benefits
4.2. Increases renewal rates and member engagement via proactive reminders.
4.3. Minimizes accidental expiration and member disruption.
4.4. Ensures consistent, on-brand multi-channel communication.
4.5. Provides audit trail and analytics for notification success/performance.
4.6. Enables flexible, scalable, and reliable notification flows as membership base grows.