Member Engagement & CommunicationPurpose
1.2. Strengthen member relationships by automatedly recognizing milestones in faith, fostering community.
1.3. Automator tracks dates and schedules messages, automating manual communication efforts, saving staff time.
1.4. Automated greetings inspire loyalty, demonstrate care, and are vital for member retention.
1.5. Central aim: automate member acknowledgment for all birthdays and anniversaries in a timely, consistent manner.
Trigger Conditions
2.2. Triggers can also be set for several days before the event for pre-event notifications.
2.3. Automatable workflows execute at a specified time (e.g., 8:00 AM local time on the event date).
2.4. Trigger can be driven by new entries or updates in the member database.
Platform Variants
• Function: SendMessages API — automates sending personalized SMS upon date match.
• Setting: Configure SMS body and template variables (e.g., {{member_name}}, {{event_type}}).
3.2. SendGrid
• Function: Send Email v3 API — automates delivery of templated email greetings.
• Setting: Use Email Templates, configure subject/body with member data merge fields.
3.3. Mailchimp
• Feature: Automated Email Journeys — automating emails triggered by member property/date.
• Setting: Set up a recurring date-based automation with dynamic content fields.
3.4. Gmail API
• Function: Users.messages.send — automates personalized emails sent via Gmail accounts.
• Setting: Script automated email drafts, insert event variables.
3.5. Microsoft Outlook Graph API
• Function: SendMail — automates delivery of greetings within Microsoft 365 environment.
• Setting: Integrate with calendar data, use adaptive card templates.
3.6. Slack
• Feature: chat.postMessage API — automator posts greetings in direct messages/channels.
• Setting: Map recipient and message content dynamically.
3.7. WhatsApp Business API
• Function: Send Message — automated WhatsApp greetings to registered contacts.
• Setting: Pre-approved message templates, dynamic field population.
3.8. Facebook Messenger API
• Function: Send API — automated sending of greeting messages via messenger bot.
• Setting: Schedule bot-triggered messages on important dates.
3.9. Telegram Bot API
• Method: sendMessage — automator posts personalized greetings to private or group chats.
• Setting: Bot fetches data from member records for content scripting.
3.10. Zoho CRM
• Feature: Workflow Rules — automates emails/SMS from CRM event triggers.
• Setting: Map workflow for birth/anniversary date-fields.
3.11. Salesforce
• Feature: Process Builder/Flow — automatedly sends emails or SMS based on date fields.
• Setting: Build a scheduled process linked to Contact object.
3.12. HubSpot
• Feature: Contact-based Workflows — automates email greetings as per date properties.
• Setting: Trigger on custom property “birthday” or “anniversary”.
3.13. Pabbly Connect
• Feature: Automated Workflows — automates cross-platform delivery (e.g., email, SMS).
• Setting: Pre-defined workflow for date-triggered actions.
3.14. ActiveCampaign
• Feature: Automation Recipes — automator schedules emails or SMS on special dates.
• Setting: Use contact date fields, tailor templates.
3.15. ClickSend
• Function: SMS/Email API — automates high-volume message distributions.
• Setting: Set up rules linked to contact events.
3.16. Plivo
• Function: Message API — automates greeting via SMS/voice calls.
• Setting: Integrate contacts list, specify parameters.
3.17. Constant Contact
• Feature: Email Automation — automatedly schedules campaign emails around birthdays/anniversaries.
• Setting: Use trigger-based campaign, merge contact tokens.
3.18. Zoho Mail
• Feature: Workflows/Deluge scripts — automates sending of email greetings.
• Setting: Scripting of trigger events within Zoho suite.
3.19. Airtable
• Feature: Automations — automator compares date fields, sends reminders via email/integrations.
• Setting: Script send actions for matching record dates.
3.20. Google Calendar API
• Function: Events.watch — automates actions when upcoming events detected.
• Setting: Link member dates as all-day events, define automation rules.
Benefits
4.2. Ensures no important event is overlooked — automated reminders are consistent.
4.3. Automated workflows enable scalable, personalized communication, even with large memberships.
4.4. Boosts member satisfaction and strengthens connection to the community.
4.5. Reduces staff workload, increases efficiency via automation.
4.6. Enables cross-channel automated outreach (email, SMS, social, chat).
4.7. Facilitates analytics on engagement from automated campaigns.