Sponsorship and Partnership AutomationPurpose
1.2. Ensure consistent, timely automated partner engagement, reinforce relationship value, and increase sponsor retention rates.
1.3. Automating manual outreach automator tasks that improve organizational efficiency and build positive long-term sponsorship cycles.
1.4. Enable scalable, automated communication workflows adaptable for large volumes of partners typical to polo club sponsorship programs.
Trigger Conditions
2.2. Automated trigger based on milestone achievement (e.g., sponsorship renewal date, annual partnership anniversary).
2.3. Automator event when sponsorship payment is received or verified.
2.4. Automatedly after a set period post-communication without response (e.g., 7 days).
Platform Variants
• Feature/Setting: Trigger "Automated Email" → Event or List update, configure "Personalization Tags" for custom partner details.
3.2. SendGrid
• Feature/Setting: "Transactional Templates" with dynamic fields, automate sending via API's /mail/send endpoint upon webhook trigger.
3.3. Salesforce
• Feature/Setting: Workflow Automator (Process Builder) → Action: "Send Email Alert" when Opportunity Stage updates to Closed Won.
3.4. HubSpot
• Feature/Setting: Workflow Automation → Enrollment trigger: "Deal reaches Closed/Won", send automated personalized emails with tokens.
3.5. Zoho CRM
• Feature/Setting: "Workflow Rules" → Event: Anniversary reached, Action: "Send Email" with dynamic merge fields.
3.6. Outlook 365
• Feature/Setting: Power Automate flow, trigger on calendar invite completion, automates "Send Outlook Email V2".
3.7. Gmail
• Feature/Setting: Zapier connection, trigger on Google Sheet partner row update, automate email using Gmail "Send Email" action.
3.8. ActiveCampaign
• Feature/Setting: Automation Recipe: "Contact Tag Added" → Action: "Send Personalized Email".
3.9. Constant Contact
• Feature/Setting: "Event Triggers" → Automated email campaigns sent on partner addition.
3.10. Adobe Campaign
• Feature/Setting: "Recurring Delivery" or "Transactional Message" workflows for automated communications to sponsor lists.
3.11. Brevo (formerly Sendinblue)
• Feature/Setting: "Transactional Email API", automates custom emails by event trigger from CRM.
3.12. Pipedrive
• Feature/Setting: Workflow Automation → Trigger: "Deal Status Changed", automates thank you/reminder email to linked contacts.
3.13. Intercom
• Feature/Setting: Automated emails triggered by "Tag" on partner profile or "Event Occurred".
3.14. Amazon SES
• Feature/Setting: Use Lambda trigger with SES SendEmail API for automated partner messaging.
3.15. Mandrill
• Feature/Setting: API Route for transactional, automate sending based on POST data from event/CRM.
3.16. Klaviyo
• Feature/Setting: "Flows" with custom triggers (e.g., list change, metric event), dynamic content for partners.
3.17. Freshdesk
• Feature/Setting: Scenario Automator for ticket closing, send follow-up automated emails to sponsor contacts.
3.18. ClickSend
• Feature/Setting: Email API – automate sending when a specified webhook fires post-sponsorship event.
3.19. Mailjet
• Feature/Setting: Trigger via event API, dynamic template-based automated emails after predefined milestones.
3.20. Copper CRM
• Feature/Setting: Workflow "Automated Email" on Person/Company update post-sponsorship.
3.21. Slack (for internal reminders)
• Feature/Setting: Workflow automation, trigger reminder messages to account managers post-event for manual follow-up (semi-automated).
Benefits
4.2. Automates reduction in manual staff workload for routine outreach.
4.3. Ensures no sponsor goes unthanked or unreminded, automating reinforcement of partnership value.
4.4. Boosts sponsor retention and club reputation via reliable, automated engagement.
4.5. Easily adapts and automates to the growing scale of partnerships in the polo club’s network.