Purpose
1.2. Reduce administrative effort, ensure consistent outreach, and maintain revenue through timely renewals.
1.3. Integrate with ticketing, CRM, email/SMS, payment gateways, and access control to provide seamless customer experience and compliance.
1.4. Enable personalized notifications, renewal links, payment reminders, and digital pass issuance within varied customer touchpoints.
Trigger Conditions
2.2. Failed renewal payment attempt.
2.3. Pass usage on final valid day.
2.4. Change in customer contact information.
2.5. Successful renewal (for confirmation notification).
2.6. Customer inquiry for renewal through support channel.
2.7. New marketing promotion for season pass upgrades.
Platform Variants
• Feature/Setting: Workflow Builder – automate renewal email tasks, set reminders 7 days pre-expiry.
3.2. HubSpot
• Feature/Setting: Workflows – trigger renewal emails/SMS, log contact for follow-up.
3.3. Twilio SMS
• Feature/Setting: Messaging API – configure scheduled SMS reminders for expiring passes.
3.4. SendGrid
• Feature/Setting: Marketing Campaigns API – send targeted renewal email blasts, custom template with renewal links.
3.5. Microsoft Power Automate
• Feature/Setting: Scheduled Cloud Flows – retrieve passes nearing expiry, trigger email or Teams messages.
3.6. Shopify
• Feature/Setting: Scripted workflow using Shopify Flow – detect product (season pass) approaching renewal, auto-send email.
3.7. Zapier
• Feature/Setting: Multi-step Zap with Delay – trigger based on calendar date and send email or SMS via third party.
3.8. Stripe
• Feature/Setting: Billing API – trigger webhook on upcoming invoice for season pass, send renewal prompts.
3.9. Square
• Feature/Setting: Subscriptions API – detect expiring subscriptions and auto-email or SMS customers.
3.10. ActiveCampaign
• Feature/Setting: Automation Builder – auto-email series for pre-expiry reminders and follow-ups.
3.11. Mailchimp
• Feature/Setting: Journey Builder – set expiry-based journeys with renewal emails and retargeting.
3.12. Intercom
• Feature/Setting: Series Automation – push in-app and email reminders around renewal window.
3.13. Zendesk
• Feature/Setting: Triggers – create support tickets for manual follow up or renewal inquiries.
3.14. Slack
• Feature/Setting: Scheduled Bot Messages – notify internal sales team when passes near renewal.
3.15. Google Sheets
• Feature/Setting: Timed Script Trigger – scan for expiring passes and list for bulk action export.
3.16. Outlook 365
• Feature/Setting: Power Automate Flow/Email Triggers – auto-send emails from shared mailbox for renewals.
3.17. AWS Lambda
• Feature/Setting: Scheduled Function – query pass database, fire notifications via SES or SNS.
3.18. Okta
• Feature/Setting: Events Hook – trigger on access expiry for digital pass holders, push renewal request.
3.19. Freshdesk
• Feature/Setting: Automations – ticket reminders, auto-notify agents of upcoming renewal cases.
3.20. Monday.com
• Feature/Setting: Automations – board reminder setups for membership team.
3.21. Pipedrive
• Feature/Setting: Workflow Automation – set expiration reminders and deal prompts for sales.
3.22. Klaviyo
• Feature/Setting: Flow Triggers – automated customer journey for renewals with dynamic content.
3.23. Constant Contact
• Feature/Setting: Auto Email Scheduling – setup contact list segmentation for pass expiration dates.
Benefits
4.2. Reduces manual tracking and customer follow-up.
4.3. Increases customer satisfaction via personalized, pro-active reminders.
4.4. Unifies management of season passes, notifications, and analytics.
4.5. Minimizes lapsed memberships and revenue loss.