Purpose
1. To automate sending timely, recurring renewal reminders to lawn bowls club members before their membership expiry to encourage retention.
2. Automates membership communication, reduces manual admin, and ensures all renewal notices are sent consistently and without fail.
3. Centralizes reminder tracking, automates escalations for overdue renewals, integrates with payment portals, and supports personalized messages across email, SMS, and push notifications.
4. Automated reminder solution for diverse member communication preferences and schedules, with advanced options for segmentation and reporting.
Trigger Conditions
1. Renewal date approaching within configurable period (e.g., 30, 14, or 7 days).
2. Unpaid status on member record.
3. Member email/mobile number on file.
4. Recurring trigger until renewal or expiration.
5. Payment not logged in finance system or CRM.
6. Annual/quarterly/periodic membership cycle as set in club management system.
Platform Variants
1. Mailchimp
- Feature/Setting: Automation–Customer Journey; schedule “membership renewal reminder” email flow; configure send date relative to renewal field in database.
2. Twilio SMS
- Feature/Setting: Programmable Messaging API; automate SMS reminder upon trigger event tied to member renewal date.
3. SendGrid
- Feature/Setting: Automated Email Campaigns; use dynamic templates and schedule reminders via API based on custom fields.
4. HubSpot
- Feature/Setting: Workflows; set condition-based automation for renewal emails and activity logging.
5. ActiveCampaign
- Feature/Setting: Automations; triggers on custom date field (renewal date), sends reminders via email/SMS.
6. Zoho CRM
- Feature/Setting: Workflow Rules; scheduled actions for emails/SMS on approaching expiry.
7. Salesforce
- Feature/Setting: Process Builder/Flows; automates multi-channel reminders using built-in process automation.
8. Google Calendar
- Feature/Setting: Calendar Events with event-based notification emails/in-app reminders via Google Apps Script automation.
9. Outlook (Microsoft 365)
- Feature/Setting: Power Automate flows sending automated email reminders linked to Excel or Outlook People contacts.
10. Gmail
- Feature/Setting: Google Apps Script; scheduled automated email reminders from Sheets database.
11. Slack
- Feature/Setting: Scheduled messages via Workflow Builder or API for direct notification reminders.
12. ClickSend
- Feature/Setting: SMS/Email Campaign Automation; API trigger on due date for reminder message issuance.
13. Pabbly Connect
- Feature/Setting: Automated Email/SMS via integrations; schedule based on date fields in a sheet or CRM.
14. Airtable
- Feature/Setting: Automations; scheduled actions on date-matched records, triggering emails via Outlook, Gmail or Twilio.
15. Notion
- Feature/Setting: Notion Automations; create database with renewal dates, set reminders and notifications.
16. Monday.com
- Feature/Setting: Automations Center; date arrives—send custom alert/email/SMS.
17. Stripe
- Feature/Setting: Billing > Automated Email Reminders; set up for upcoming/overdue invoice notifications.
18. Xero
- Feature/Setting: Invoice Reminders; schedule via finance automation, sent before and after due date.
19. Intercom
- Feature/Setting: App Series or Campaigns; automate direct email, SMS, or in-app renewals messaging.
20. MemberPress
- Feature/Setting: Membership Emails > Reminders; automated sequences for upcoming expiry.
21. Freshdesk
- Feature/Setting: Automations; trigger an email reminder on member ticket or renewal request.
22. Trello
- Feature/Setting: Butler Power-Up; scheduled check of renewal board and automation of Slack/email reminders.
23. Calendly
- Feature/Setting: Automated follow-up emails based on event (renewal) dates stored in member records.
24. Zoho Books
- Feature/Setting: Payment Reminders; automate custom reminder templates for renewals.
Benefits
1. Automatedly reduces staff workload and eliminates missed reminders.
2. Automates consistent, accurate communication with every member.
3. Automating reminders increases renewals and revenue by addressing forgetfulness.
4. Provides automated tracking and escalation, ensuring follow-up on unpaid renewals.
5. Automation allows for segmented and personalized communication, supporting member engagement.
6. Improves member satisfaction and loyalty by maintaining an organized, automatable renewal process.
Membership Management