Member Management & EngagementPurpose
1.2. Eliminate manual processes, reduce human error, and ensure no special date is missed with a fully automated reminder and outreach workflow.
1.3. Support both digital (email, SMS, push) and physical (postcard, gift delivery) greetings via seamless automations.
Trigger Conditions
2.2. Automate based on segments (VIP, family, tenure), triggering varying templates.
2.3. Trigger automator on recurring annual basis with custom offset for scheduling (e.g., a week prior).
Platform Variants
3.1. Twilio Messaging
• Function: Automated SMS/WhatsApp
• Setting: API v2010: Send Message — configure recipient from member CRM, message text from templated greeting.
3.2. SendGrid
• Function: Automated email delivery
• Setting: Mail Send API — set dynamic template ID, automate recipient and variables population.
3.3. Mailchimp
• Function: Email campaign automation
• Setting: Automated Journey — trigger on member date fields, configure audience segmentation.
3.4. Microsoft Outlook 365
• Function: Automated email greetings
• Setting: Graph API: `/sendMail` endpoint — schedule and automate email sending.
3.5. Slack
• Function: In-app notification to staff
• Setting: Incoming Webhooks — automate sending messages to club staff for manual gift prep.
3.6. HubSpot
• Function: CRM-triggered workflow
• Setting: Workflow Automation — trigger on contact date property, send email/SMS action.
3.7. Salesforce
• Function: Process Builder automation
• Setting: Flows & Process Builder — auto-email/send tasks on anniversary date.
3.8. Zoho CRM
• Function: Automated email/SMS
• Setting: Workflow Rules — trigger from date fields, automate email/SMS actions.
3.9. ActiveCampaign
• Function: Automated engagement campaign
• Setting: Automation Workflow — trigger on date field, send automation sequence.
3.10. Zapier
• Function: Multi-app automation
• Setting: Date-based trigger to automate messages via connected apps (Gmail, SMS, etc.).
3.11. Google Calendar
• Function: Event trigger
• Setting: Use event reminders to automate start of greetings workflow.
3.12. Gmail API
• Function: Automated email send
• Setting: Users.messages.send — automate greeting email population and sending.
3.13. Adobe Sign
• Function: Automated greeting card signing
• Setting: Agreement Workflows — prepopulated e-cards automatedly sent for e-signature.
3.14. Shopify
• Function: Automate product gifting
• Setting: Flow automation on customer tags, trigger discount/gift order.
3.15. WhatsApp Business API
• Function: Automated WhatsApp greetings
• Setting: `/messages` endpoint — automated message from template.
3.16. Constant Contact
• Function: Email automation
• Setting: Email Automation series — automate trigger from birthday/anniversary field.
3.17. Pabbly Connect
• Function: Cross-platform automator
• Setting: Automated workflow on date match, route to email/SMS actions.
3.18. Intercom
• Function: In-app and email message automation
• Setting: Series Automation — trigger on custom data attributes.
3.19. Klaviyo
• Function: Automated flows
• Setting: Date-based flow automation for personalized greetings.
3.20. Sendinblue
• Function: Automated marketing messages
• Setting: Marketing Automation — trigger on contact attribute matching birthday/anniversary.
Benefits
4.2. Ensures timely communication with full automation, removing manual intervention and errors.
4.3. Enables hyper-personalization by leveraging automated data-driven templates and segments.
4.4. Scales member engagement outreach through multi-channel automated delivery options.
4.5. Frees administrative staff by reducing repetitive tasks, improving efficiency through automation.
4.6. Tracks engagement data to further automate follow-ups and future campaigns.