Member welcome emails and SMS notifications

Purpose

1.1. Automate the delivery of welcome emails and SMS notifications to new members in an armed forces association, automating onboarding tasks, delivering key resources, and reinforcing engagement.
1.2. Automatedly streamlines communication, ensures every veteran or service member receives instant, relevant onboarding content, event invites, and organization details.
1.3. Automate follow-up notifications based on membership type or onboarding status to personalize the experience and improve retention.
1.4. Automate the documentation of notification status for compliance and reporting.

Trigger Conditions

2.1. Membership registration form completed.
2.2. New record entered in membership database.
2.3. Payment confirmed or membership fee processed.
2.4. Manual admin approval of a new applicant.
2.5. Data sync from CRM or association management platform.
2.6. API webhook signal from external onboarding system.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate sending SMS using Twilio Programmable SMS API; configure sender ID, message template, and trigger on new membership.
3.2. SendGrid
• Feature/Setting: Automate email delivery with SendGrid's Email API; set up dynamic templates, personalize subject, automate recipient insertion.
3.3. Mailgun
• Feature/Setting: Use Mailgun HTTP API to automate HTML/text welcome emails; automate authentication and email logging.
3.4. MessageBird
• Feature/Setting: Automator for SMS using MessageBird SMS API; map onboarding trigger to API endpoint, set member mobile as dynamic recipient.
3.5. AWS SES
• Feature/Setting: Automate transactional welcome emails setup with AWS SES SendEmail API; configure verified sender and feedback notifications.
3.6. Nexmo (Vonage)
• Feature/Setting: Nexmo SMS API for automated member SMS; API key authentication, automation map for event-driven SMS.
3.7. ActiveCampaign
• Feature/Setting: Automator to trigger “Welcome series” automation with API endpoint, map onboarding tag to dynamic trigger.
3.8. HubSpot
• Feature/Setting: Automate welcome emails using HubSpot Workflows; set trigger for new contact in Veterans segment and personalize email path.
3.9. Salesforce Marketing Cloud
• Feature/Setting: Automate triggered sends via REST API; configure entry event as new member, automate content block prefill.
3.10. Klaviyo
• Feature/Setting: Automate flows with Klaviyo API; trigger on List API update, send onboarding sequence message.
3.11. Plivo
• Feature/Setting: API-based SMS automation on Plivo; set up sender number, automate mapping to new membership.
3.12. Postmark
• Feature/Setting: Postmark Transactional API for automating onboarding emails; assign template ID, automate merge fields.
3.13. Brevo (ex-Sendinblue)
• Feature/Setting: Use Transactional Email API; automation triggers on new contact, personalize template variables.
3.14. Zoho Campaigns
• Feature/Setting: Automated onboarding campaign with Zoho API; configure trigger on membership form sync.
3.15. ClickSend
• Feature/Setting: Automate both SMS and email triggers with ClickSend API, parse member data dynamically.
3.16. Google Workspace (Gmail API)
• Feature/Setting: Automate draft and send via Gmail API; OAuth setup, automate label “Armed Forces Welcome” on all outgoing.
3.17. Microsoft Outlook 365
• Feature/Setting: Use Microsoft Graph API for automated onboarding emails; automate folder/tagging in onboarding workflow.
3.18. Pipedrive
• Feature/Setting: Automate email send via Smart Email BCC or API, trigger “new member” on deal entry.
3.19. Slack (for notifications to admins)
• Feature/Setting: Trigger Slack message automation via Incoming Webhooks for admin alerts when member notification is sent.
3.20. OneSignal
• Feature/Setting: Automate cross-channel onboarding push alerts (if app exists) via OneSignal API, automate new user segment mapping.

Benefits

4.1. Automating communications guarantees instant member engagement, improving onboarding efficiency.
4.2. Automation reduces admin workload and eliminates manual errors in message delivery.
4.3. Automatedly tracks notification status, helping fulfill compliance and audit needs.
4.4. Automates multi-channel and personalized onboarding, raising new member satisfaction and retention.
4.5. Automation scales easily with membership growth, supporting organizational expansion.