Customer Experience & EngagementPurpose
1.2. Automate processing of membership renewals, reducing manual administrative intervention.
1.3. Automate updating of member records, payment validation, and confirmation notifications through an automated workflow, streamlining the entire renewal cycle for LGBTQ+ bar clientele.
1.4. Automate notification escalations for overdue or expiring memberships across multichannel communications, enabling systematic and automated reminders at key touch points.
Trigger Conditions
2.2. Automate trigger on payment status updates for annual/quarterly/monthly membership plans.
2.3. Automate re-trigger for lapsed members at specific intervals post-expiry.
2.4. Automate manual trigger for bulk reminders during promotional campaigns or special LGBTQ+ events.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Twilio Programmable Messaging API – automate scheduled SMS reminders; sample: POST to /Messages with dynamic body and member phone.
3.2. SendGrid
• Feature/Setting: SendGrid Marketing Campaigns – automate targeted email reminders; sample: Create campaign, schedule recurring batch email to segmented audience.
3.3. Zapier
• Feature/Setting: Automation zaps connecting membership platform, calendars, and communication tools; trigger on renewal date, action: send reminder.
3.4. HubSpot
• Feature/Setting: Workflow automation for contact lifecycle stage; automate renewal emails based on membership expiry custom field.
3.5. Stripe
• Feature/Setting: Subscription webhook event /invoice.upcoming – automate billing reminder and renewal payment requests.
3.6. PayPal
• Feature/Setting: IPN (Instant Payment Notification) for automated renewal success/failure emails post-payment.
3.7. Mailchimp
• Feature/Setting: Customer Journey Builder with renewal date as trigger to automate personalized outreach.
3.8. ActiveCampaign
• Feature/Setting: Automations for list segment "Membership expiring soon" to trigger drip email/SMS sequence.
3.9. Google Calendar
• Feature/Setting: Automator to create calendar event with reminders for admin or scheduled outbound reminders via API.
3.10. Pipedrive
• Feature/Setting: Deal stage automation for ‘Membership Renewal’ pipeline, trigger reminders upon renewal stage entry.
3.11. Salesforce
• Feature/Setting: Process Builder flow; trigger automated tasks, emails, or SMS when renewal field threshold approached.
3.12. Microsoft Power Automate
• Feature/Setting: Scheduled flow for SharePoint member list; automates email and Teams message to members due for renewal.
3.13. Slack
• Feature/Setting: Incoming Webhooks + Scheduled Workflows – automate direct notification to bar staff/admin for pending renewals.
3.14. Intercom
• Feature/Setting: Automated messaging via People API update trigger when membership expiry in profile nears.
3.15. Drip
• Feature/Setting: Rule-based marketing automation to automate renewal email/SMS sequence tied to membership field date.
3.16. WooCommerce
• Feature/Setting: WooCommerce Subscriptions renewal hooks; automate reminder push and post-renewal email receipts.
3.17. Shopify
• Feature/Setting: Shopify Flow app automation for customer tag “Membership expiring”, trigger automatable reminder email.
3.18. Zoho CRM
• Feature/Setting: Blueprint/Workflow rules for auto-email or SMS to contacts nearing renewal threshold.
3.19. Typeform
• Feature/Setting: Automated Typeform webhook on survey completion for renewal interest, trigger follow-up automations.
3.20. Calendly
• Feature/Setting: Event-based email/SMS automation for pre-renewal member check-ins or event-driven retention offers.
3.21. Freshdesk
• Feature/Setting: Automation rule for renewal tickets; trigger predefined response and escalate to staff if no member action.
3.22. Klaviyo
• Feature/Setting: Automated flow for dynamic segment “expiring soon” to push multi-channel reminders and offers.
3.23. Notion
• Feature/Setting: Automation with Notion API change database status for member, trigger custom reminder notification.
Benefits
4.2. Automating manual processes saves staff hours and minimizes human error.
4.3. Enables unified, omnichannel reminder automation for enhanced LGBTQ+ member experience.
4.4. Ensures automated compliance with data policies by tracking communications and renewals automatically.
4.5. Improves member loyalty and retention through consistent, automated engagement.