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Membership renewal reminders and processing

Purpose

 1.1. Automate sending membership renewal reminders and processing payments for badminton club members.
 1.2. Ensure timely notifications (email, SMS, push) for impending renewals, reducing manual follow-up.
 1.3. Automator tracks renewal statuses, processes payments automatically, and updates member records instantly.
 1.4. Automates feedback and confirmations to enhance member satisfaction and revenue stability.

Trigger Conditions

 2.1. Membership expiration date approaches (e.g., 30/14/7 days before).
 2.2. Unpaid renewal invoices detected in system.
 2.3. Member account status changes to “pending renewal” or “active renewal initiated”.
 2.4. Manual or scheduled automating trigger for batch processing (e.g., monthly cron job).

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Automate SMS reminders via Twilio Messaging API; e.g., set trigger to send SMS on expiration_date minus 7 days.
 3.2. SendGrid
  • Feature/Setting: Automate email reminders; use SendGrid Mail Send API with dynamic templates and scheduling.
 3.3. Stripe
  • Feature/Setting: Automate recurring payments; configure Stripe Billing API for subscription renewal processing and webhooks for payment status.
 3.4. Mailchimp
  • Feature/Setting: Configurable automated campaign for renewal reminders; connect via Mailchimp API to trigger emails.
 3.5. Google Calendar
  • Feature/Setting: Automator adds calendar renewal events and sends automated event reminders via Google Calendar API.
 3.6. Slack
  • Feature/Setting: Push automated reminders to private club Slack channel using Slack Incoming Webhooks.
 3.7. Salesforce
  • Feature/Setting: Automate renewal tasks via Salesforce Process Builder/Flow to send renewal reminder and log activities.
 3.8. Zoho CRM
  • Feature/Setting: Configure Zoho CRM workflow automator to send reminders and create renewal tasks automatically.
 3.9. ActiveCampaign
  • Feature/Setting: Automate email or SMS reminders and follow-ups using Contact Automation and Campaign Triggers.
 3.10. Microsoft Power Automate
  • Feature/Setting: Automating logic to send reminders, update Excel/SharePoint, and trigger Teams notifications.
 3.11. Pabbly Connect
  • Feature/Setting: Multi-platform automated workflows for email, SMS, and payment gateways.
 3.12. QuickBooks Online
  • Feature/Setting: Use QuickBooks Automation to flag unpaid memberships and trigger renewal invoice emails.
 3.13. HubSpot
  • Feature/Setting: Create a workflow automator for renewal reminders and email follow-up via Workflow automation.
 3.14. Telegram
  • Feature/Setting: Use Telegram Bot API to automate sending reminder messages to club group or individual members.
 3.15. WhatsApp Business API
  • Feature/Setting: Automate personalized WhatsApp reminders using templated messages before expiry.
 3.16. Notion
  • Feature/Setting: Update member renewal status and automatically send renewal notifications from Notion databases via API.
 3.17. Airtable
  • Feature/Setting: Automate renewal records tracking and trigger notifications using Airtable Automations.
 3.18. Klaviyo
  • Feature/Setting: Automate targeted email reminders using flows triggered by renewal_status change.
 3.19. Intercom
  • Feature/Setting: Automate renewal conversations and reminders using the Intercom Messages API.
 3.20. Freshdesk
  • Feature/Setting: Automate ticket and reminder creation for expiring memberships via Freshdesk Workflow Automator.

Benefits

 4.1. Automates routine reminders, saving hours of manual admin work monthly.
 4.2. Automatedly increases renewal rates and club revenue by reducing missed expiries.
 4.3. Improves member satisfaction via timely, consistent communication.
 4.4. Automation ensures records are always up-to-date and auditable.
 4.5. Enables scalability for growth without overwhelming administrators.

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