Member and Customer EngagementPurpose
1.2. Automatedly generate, personalize, schedule, and send greetings via multiple communication channels (SMS, email, social messaging, voice).
1.3. Automation ensures no member is missed, aligning with cultural center objectives to foster a sense of belonging.
1.4. Automating reduces manual labor, eliminates errors, and streamlines member engagement workflows.
Trigger Conditions
2.2. Automatable triggers include database record updates, calendar matchers, or scheduled automated checks.
2.3. Optionally, automate exclusions based on opt-out lists or communication preferences.
Platform Variants
• Feature/Setting: SMS API – Automate sending personalized SMS; configure: API key, "To", "From", message template with variables (e.g., {FirstName}).
3.2. SendGrid
• Feature/Setting: Mail Send API – Automate personalized email with template substitutions; configure API, dynamic fields for dates.
3.3. Slack
• Feature/Setting: Chat.postMessage API – Automator posts greeting in dedicated cultural center channels; configure webhook, member Slack IDs.
3.4. WhatsApp Business API
• Feature/Setting: Message API – Automate WhatsApp messages on member birthdays; configure recipient phone, template ID.
3.5. Microsoft Teams
• Feature/Setting: Bot Framework API – Automated greeting direct-message to member’s Teams chat; configure authentication, message text.
3.6. HubSpot
• Feature/Setting: Workflow Automation – Automates scheduled emails; configure event trigger, select contact property (birthday/anniversary).
3.7. Salesforce
• Feature/Setting: Process Builder/Flow – Automated email or mobile push for date-matched members; configure triggers, messaging templates.
3.8. Mailchimp
• Feature/Setting: Customer Journeys – Schedule and automate emails based on custom fields (birthdays); configure automation trigger.
3.9. Zoho CRM
• Feature/Setting: Workflow Rules – Automatedly sends messages via integrated channels on special dates; set condition on contact date fields.
3.10. Google Calendar + Gmail
• Feature/Setting: Calendar Event Trigger – Automate email via Apps Script; configure time-driven trigger and Gmail API.
3.11. Outlook 365
• Feature/Setting: Power Automate – Automating scheduled emails using calendar data and templates; configure flow on calendar match.
3.12. Facebook Messenger
• Feature/Setting: Send API – Automated message to member’s Messenger account on event day; configure page access token, recipient ID.
3.13. Discord
• Feature/Setting: Webhook – Automates private/direct greetings; configure bot, channel/user ID.
3.14. ActiveCampaign
• Feature/Setting: Automations – Scheduled email or SMS on member birthday; condition triggers and personalized messaging.
3.15. Pabbly Connect
• Feature/Setting: Scheduler + Messaging Apps – Automated trigger and send to integrated apps; configure rule matching date fields.
3.16. Intercom
• Feature/Setting: Custom Bots – Automator sends message on app/web to user profile with a matching date.
3.17. ClickSend
• Feature/Setting: SMS API – Automated batch SMS; configure API call, contacts upload, message personalization.
3.18. Viber
• Feature/Setting: Bot Send Message – Automate member notifications via Viber bots; configure API, template.
3.19. Webex
• Feature/Setting: Bot & Messaging API – Automated greeting to Webex users; configure access token, user ID, message template.
3.20. Telegram
• Feature/Setting: Bot API – Automator sends messages to participant via Telegram Bot; set up webhook, member ID.
3.21. Freshdesk
• Feature/Setting: Automations – Scheduled automated greeting via email or SMS for dates on member profile.
Benefits
4.2. Removes manual tasks, freeing staff for higher-value activities.
4.3. Increases consistency and accuracy by automating greetings.
4.4. Automatable system allows for scalable communication with growing membership.
4.5. Supports omnichannel outreach, automatedly maximizing member reach and retention.