Notification of expiring packages or achievements

Purpose

1.1. Automate notifications to students or parents when lesson packages or achievements are nearing expiry to ensure uninterrupted learning and encourage renewals.
1.2. Automated notification streamlines instructor workload, automates engagement reminders, and automates feedback cycles for higher student retention.
1.3. Automation targets both expiring pre-paid lesson credits and academic milestone achievements to automate recognition and incentive campaigns.

Trigger Conditions

2.1. Automate trigger on approaching expiration date of a student’s prepaid package (e.g., within 7 days).
2.2. Automate trigger when a student's achievement milestone is reached or soon to lapse.
2.3. Automates check for inactive accounts or unused session credits nearing expiration.
2.4. Automates assessment of course/module completion deadlines.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Automate Send SMS API; configure webhook to send expiry alerts to students’ mobiles with expiry details.
3.2. SendGrid
- Feature/Setting: Automated Transactional Email API; configure expiry templates and automate bulk personalized notifications.
3.3. Slack
- Feature/Setting: Automate Incoming Webhooks; push expiring package alerts to student channels or group DMs.
3.4. Microsoft Teams
- Feature/Setting: Automated Bot Framework; send proactive expiry reminders to students through Teams notifications.
3.5. Gmail
- Feature/Setting: Automate Gmail API 'messages.send'; auto-generate and send expiry or achievement notifications.
3.6. WhatsApp Business API
- Feature/Setting: Automate template messages; send expiry and achievement alerts as automated WhatsApp texts.
3.7. Telegram
- Feature/Setting: Automate Bot API 'sendMessage'; automate direct chat expiry reminders to users.
3.8. Facebook Messenger
- Feature/Setting: Automate Messenger Send API; send automated reminders to users’ Messenger inbox.
3.9. Discord
- Feature/Setting: Automate Webhook notifications; push expiry or achievement status to user DMs or group channels.
3.10. Mailchimp
- Feature/Setting: Automate Email Campaign API; auto-segment and drip expiry reminders to course participants.
3.11. Salesforce
- Feature/Setting: Automate Process Builder or Flow; trigger email or push notification workflows upon expiring courses.
3.12. Zoho CRM
- Feature/Setting: Automate Workflow Rules; automatedly email clients about upcoming expirations or milestones.
3.13. Pipedrive
- Feature/Setting: Automate Activities API; schedule expiry follow-up calls or emails for pipeline tracking.
3.14. HubSpot
- Feature/Setting: Automate Workflow Automation; setup expiry and achievement triggers for personalized comms.
3.15. ActiveCampaign
- Feature/Setting: Automate Automations; build expiry notification flows with trigger tags and email actions.
3.16. Google Calendar
- Feature/Setting: Automate Event Notifications; auto-create alert events before expiration dates.
3.17. Outlook
- Feature/Setting: Automate Calendar Event API; pre-schedule expiry reminders as automated invitations.
3.18. Intercom
- Feature/Setting: Automate Custom Bots; in-app expiry pop-up or chat reminders for logged-in students.
3.19. Zendesk
- Feature/Setting: Automate Triggers; send ticket or email notifications when accounts/lessons are expiring.
3.20. ClickSend
- Feature/Setting: Automate Email/SMS API; deliver scheduled expiry/achievement notifications to recipients.
3.21. Pushbullet
- Feature/Setting: Automate API Pushes; send automated push notifications to students’ devices for approaching expirations.
3.22. Trello
- Feature/Setting: Automate Card Due Date Notifications; card movement/expiry triggers for admin or instructor oversight.
3.23. Monday.com
- Feature/Setting: Automate Workflows; configure automations to alert when milestones or expiration is nearing.
3.24. Asana
- Feature/Setting: Automate Task Reminder API; schedule expiry reminders in project management views.

Benefits

4.1. Automates continuous student engagement and reduces dropout with proactive, automated reminder flows.
4.2. Automatedly ensures timely renewals and promotes upsell opportunities using milestone-triggered communication.
4.3. Automates instructor workload, minimizing manual follow-ups and human error on expiring lessons.
4.4. Enables automatable feedback and recognition cycles to support retention, satisfaction, and program value perception.
4.5. Automation provides audit-ready logs of communications, increasing administration transparency and compliance.