Automate member sign-up and onboarding process

Purpose

1. Automate member sign-up for new or returning netball club members, including collecting details, managing payments, sending confirmations, and onboarding them into digital systems.

2. Automating the entire membership registration and onboarding removes manual errors, speeds up enrollment, enables auto-payments, creates records, sends rules/code of conduct, and ensures everyone receives a welcome sequence.

3. Automated onboarding workflows can validate player data, enforce COVID and insurance compliance, and automatically send out club resources.

Trigger Conditions

1. New sign-up form submission via the club website or partner portal.

2. Club admin manually adds member into a spreadsheet or CRM.

3. Inbound email with subject "Membership Registration."

4. Payment completion via payment gateway.

5. API request from third-party registration partner.

6. Mobile app registration event.

7. Direct message to the club's social media account with the keyword “Join”.

8. Scanning a club QR code linked to a registration form.

Platform Variants

1. Google Forms

• Feature/Setting: Automate form response collection; connect with Sheets API for instant data push.
  

2. Typeform

• Feature/Setting: Automate webhook trigger on submission for end-to-end onboarding workflow.
  

3. Microsoft Forms

• Feature/Setting: Automate using Power Automate’s "When a new response is submitted" trigger to initiate processes.
  

4. Jotform

• Feature/Setting: Automate via webhook integrations; send completed form data to internal databases.
  

5. Airtable

• Feature/Setting: Automate base record creation on form submission; connect to automating welcome email sequence.
  

6. Stripe

• Feature/Setting: Automate with PaymentIntent succeeded webhooks to trigger access permissions for paid sign-ups.
  

7. PayPal

• Feature/Setting: Automate IPN (Instant Payment Notification) to start onboarding automation.
  

8. MemberPress

• Feature/Setting: Automate member creation event to trigger onboarding workflow with API call.
  

9. Wild Apricot

• Feature/Setting: Automate NewMember event for instant Slack/Email notification and onboarding document distribution.
  

10. Twilio SMS

• Feature/Setting: Automate SMS notification to new members using incoming webhook event with user info.
  

11. SendGrid

• Feature/Setting: Automate transactional welcome email send on new member creation via API.
  

12. Mailchimp

• Feature/Setting: Automate adding member to onboarding drip campaign using "Add Contact" API endpoint.
  

13. Slack

• Feature/Setting: Automate notification to club admin channel on new sign-up via chat.postMessage API.
  

14. HubSpot

• Feature/Setting: Automate new contact creation and trigger onboarding task sequences with Workflows API.
  

15. Salesforce

• Feature/Setting: Automate new lead/member record using Web-to-Lead and Process Builder workflows.
  

16. Trello

• Feature/Setting: Automate card creation for each new member with Board API.
  

17. DocuSign

• Feature/Setting: Automate sending club agreement form for e-signature using DocuSign eSignature API.
  

18. Calendly

• Feature/Setting: Automate sending a training session invitation on form completion using Calendly webhooks.
  

19. Zapier

• Feature/Setting: Automate multi-step onboarding flow using "Webhooks by Zapier" trigger and chains.
  

20. Google Sheets

• Feature/Setting: Automate row insertion on form submission, then trigger Apps Script or connected automator.
  

21. Notion

• Feature/Setting: Automate creating new member page/database row with Notion API.
  

22. Pipedrive

• Feature/Setting: Automate lead/member entry on form response, triggering email or SMS for onboarding steps.
  

Benefits

1. Automated onboarding enables significant admin time savings and error reduction.

2. Automates record-keeping and ensures all compliance steps are completed on time.

3. Automatedly delivers consistent welcome messaging and resources to every new member.

4. Automates payment confirmation, eliminating missed reminders or lost registrations.

5. Automating notifications provides real-time oversight for club managers.

6. Automator chains build audit trails, enhancing transparency for club registrations.

7. Automation enables scaling member management without extra admin headcount.