Member Management & Communication**Purpose**
1.2 Automator triggers the collection of structured, quantifiable data for decision-making and compliance records.
1.3 Automation centralizes responses in data repositories for reporting, automating segmentation, and follow-up.
**Trigger Conditions**
2.2 Automating on a recurring schedule, such as monthly or post-activity.
2.3 Automatedly initiate based on admin workflow, like activity closure or board directive.
**Platform Variants**
3.1 **Twilio SMS**
• Feature/Setting: Automate SMS survey link dispatch using Twilio Conversations API; configure webhooks for delivery confirmation.
3.2 **SendGrid**
• Feature/Setting: Automates email campaign for survey using Marketing Campaigns API; autoresponder configured.
3.3 **SurveyMonkey**
• Feature/Setting: Automator configures SurveyMonkey Create Collector API for survey distribution; automates invitations.
3.4 **Google Forms / Google Workspace**
• Feature/Setting: Automates email delivery via Gmail API using Google Apps Script; responses saved to Google Sheets.
3.5 **Typeform**
• Feature/Setting: Automates personalized invitations with Typeform Responses API; webhook for response tracking.
3.6 **Slack**
• Feature/Setting: Automate survey reminders with Slack chat.postMessage API in member channels.
3.7 **Microsoft Teams**
• Feature/Setting: Automator posts surveys using Incoming Webhook connector; automated scheduling.
3.8 **Mailchimp**
• Feature/Setting: Automated survey email blast through Mailchimp Campaigns API; segment by tags.
3.9 **HubSpot**
• Feature/Setting: Automates workflow using HubSpot Workflows API to send survey follow-ups.
3.10 **Facebook Messenger**
• Feature/Setting: Messenger Send API automator delivers survey links to subscribed members.
3.11 **WhatsApp Business API**
• Feature/Setting: Automatedly sends survey via WhatsApp using message templates and callbacks.
3.12 **Constant Contact**
• Feature/Setting: Automates email survey sends using Email Campaign API with schedule trigger.
3.13 **Zendesk**
• Feature/Setting: Automates email surveys post-member support ticket using Triggers/Automations.
3.14 **AirTable**
• Feature/Setting: Automates survey dispatch from custom member base using AirTable Automations.
3.15 **Zoho Survey**
• Feature/Setting: Automate with Zoho Survey API to distribute and sync responses real-time.
3.16 **Dynamics 365**
• Feature/Setting: Customer Voice surveyed automatedly via workflow automation engine.
3.17 **ActiveCampaign**
• Feature/Setting: Automates segmented survey campaigns via Automation Builder.
3.18 **Jotform**
• Feature/Setting: Jotform API automator sends personalized forms and triggers webhooks.
3.19 **SurveyGizmo (Alchemer)**
• Feature/Setting: Automates survey delivery using Distribute API with event-based triggers.
3.20 **Zapier**
• Feature/Setting: Multi-app survey automation workflow—automate surveys from any compatible app trigger.
**Benefits**
4.2 Automated distribution ensures consistent feedback loop for continuous improvement.
4.3 Automation standardizes response collection, enabling scalable data-driven decisions.
4.4 Automator increases participation rates via multi-channel automation, facilitating actionable insights.
4.5 Automates member engagement, supporting retention and satisfaction in the club’s operations.