Ticketing & ReservationsPurpose
1.2. Streamline member communication through email, SMS, push notifications, and direct account notices, reducing lapses and administrative overhead.
1.3. Integrate with ticketing, CRM, payment gateways, and analytics to guarantee real-time updates and reporting on renewal metrics.
Trigger Conditions
2.2. Trigger on completed member visits if pass is due for renewal in the next 24 hours.
2.3. API event from ticketing system indicating card/pass approaching expiration.
2.4. Member login event identifies account requiring renewal notification.
2.5. Payment processor failed renewal attempt triggers retry and notification sequence.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Messaging API — Configure trigger for SMS expiry reminder using “/Messages” endpoint.
3.2. SendGrid
• Feature/Setting: Mail Send API — Configure dynamic email renewal campaigns via “v3/mail/send”.
3.3. Stripe
• Feature/Setting: Subscriptions API — Trigger auto-renewal or send “invoice.upcoming” webhooks.
3.4. Salesforce
• Feature/Setting: Process Builder + REST API — Automate membership status updates and notifications using scheduled flows.
3.5. HubSpot
• Feature/Setting: Workflows — Configure workflow to send reminders and update CRM contact status.
3.6. ActiveCampaign
• Feature/Setting: Automation Builder — Initiate renewal sequences based on list segment and custom date fields.
3.7. Zendesk
• Feature/Setting: Ticket Automation — Create/close tickets for manual renewal edge cases using triggers.
3.8. Mailchimp
• Feature/Setting: Customer Journeys API — Activate email renewal reminders targeting expiring pass holders.
3.9. Shopify
• Feature/Setting: App Webhooks — Trigger automated notifications for membership product renewals.
3.10. WooCommerce
• Feature/Setting: Subscription Plugin Webhooks — Initiate API call to renewal event for member services.
3.11. Square
• Feature/Setting: Subscription API — Send renewal payment requests and manage auto-renewal defaults.
3.12. Microsoft Teams
• Feature/Setting: Webhook Connector — Push internal staff reminders of approaching bulk expirations.
3.13. Slack
• Feature/Setting: Incoming Webhooks — Notify managers or customer service on failure of auto-renewals.
3.14. Google Calendar
• Feature/Setting: Events API — Add calendar holds or reminders for members with soon-to-expire passes.
3.15. Zoho CRM
• Feature/Setting: Workflow Rules — Set automated contact follow-up intervals for at-risk memberships.
3.16. Intercom
• Feature/Setting: Event-based Messages — Pop up in-app reminders and send automated chat follow-ups.
3.17. Eventbrite
• Feature/Setting: Webhooks — Update renewal status and trigger communications for ticketed memberships.
3.18. Constant Contact
• Feature/Setting: Email Automation — Set timed campaign for renewal messaging with audience targeting.
3.19. PayPal
• Feature/Setting: Billing Agreements API — Execute scheduled renewal payments and send confirmations.
3.20. Klaviyo
• Feature/Setting: Flows — Create automated, multi-step email renewal journeys for segment renewal.
3.21. QuickBooks
• Feature/Setting: Recurring Payments — Trigger account reminders from payment schedule and sync with CRM.
3.22. Typeform
• Feature/Setting: Webhooks — Capture renewal intent forms and trigger follow-ups post submission.
Benefits
4.2. Prevents missed renewals due to automated, multi-channel reminders.
4.3. Centralizes member status and payment updates across systems in real time.
4.4. Increases renewal rates by timely and personalized outreach.
4.5. Enhances member experience via seamless communications and uninterrupted access.
4.6. Improves tracking and analytics of renewal campaign performance.
4.7. Enables immediate intervention for failed attempts or expired memberships.