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Seasonal pass renewal notifications

Purpose

1.1. Automate the notification process for seasonal pass renewals at arboretums, ensuring visitors are reminded before expiration.
1.2. Collect user data, trigger notifications, and track responses, automating renewals via multi-channel outreach.
1.3. Reduce manual work, minimize lapsed memberships, and elevate visitor retention through automated communications and follow-ups.

Trigger Conditions

2.1. Scheduled trigger based on pass expiration date minus predefined lead time (e.g., 30/15/7 days before expiry).
2.2. Automated database query identifies passes nearing expiration.
2.3. Automation event fires on failed renewal attempts to prompt re-engagement.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use "Programmable Messaging API" to automate outbound SMS; configure sender ID, schedule send-time per user data.
3.2. SendGrid
• Feature/Setting: "Marketing Campaigns" automate personalized renewal emails triggered by a webhook/API call.
3.3. Mailchimp
• Feature/Setting: "Customer Journeys" automates multi-step email flows for renewals; API endpoint for audience segmentation.
3.4. HubSpot
• Feature/Setting: "Workflows" automating contact-based triggers and automated emails for pass renewals.
3.5. Salesforce
• Feature/Setting: "Process Builder" automates renewal task and notification generation using date-based triggers.
3.6. Slack
• Feature/Setting: "Incoming Webhooks" automates internal notifications for staff follow-ups on pending renewals.
3.7. Microsoft Teams
• Feature/Setting: "Adaptive Cards" via Teams API automates staff alerts on overdue renewals.
3.8. Google Calendar
• Feature/Setting: "Event Creation API" automates reminder events on visitor or staff calendars based on renewal schedule.
3.9. Outlook 365
• Feature/Setting: "Automated Calendar Invites" using the Graph API, set reminders for pass renewal deadlines.
3.10. Zendesk
• Feature/Setting: "Automated Ticket Creation" for support follow-up on failed renewals; configure trigger rule by ticket field.
3.11. Zoho CRM
• Feature/Setting: "Workflow Rules" automate emails, texts, or calls to visitors with expiring passes.
3.12. Pipedrive
• Feature/Setting: "Activities API" automates task assignment to sales or membership reps for each renewal opportunity.
3.13. Google Sheets
• Feature/Setting: "App Script Triggers" for automated cell updates and notification email sends.
3.14. Airtable
• Feature/Setting: "Automations" for row-based notification triggers; webhook URL for SMS or email providers.
3.15. ActiveCampaign
• Feature/Setting: "Automations Builder" for multi-channel renewal sequence via email and SMS API.
3.16. Amazon SNS
• Feature/Setting: "Publish API" to automate bulk SMS/push notifications for renewals.
3.17. Intercom
• Feature/Setting: "Messenger Automation" for in-app renewal reminders to logged-in users.
3.18. Klaviyo
• Feature/Setting: "Flows" automates personalized renewal emails/SMS by profile event trigger.
3.19. WhatsApp Business API
• Feature/Setting: "Template Messages" automate and schedule approved renewal reminders to customer WhatsApp.
3.20. Facebook Messenger
• Feature/Setting: "Send API" to automate chat reminders; configure triggers via webhook integration.
3.21. Telegram
• Feature/Setting: "Bot API" to automate direct chat reminders on approaching renewal dates.
3.22. Shopify
• Feature/Setting: "Flow App" automates notifications and auto-renewal checkout prompts for digital passes.

Benefits

4.1. Automates visitor engagement, reducing manual intervention in membership renewals.
4.2. Automated reminders minimize expired passes, automating revenue continuity for the arboretum.
4.3. Multi-channel automation increases the probability of renewal actions by targeting diverse visitor preferences.
4.4. Automates internal team notifications for prompt support and process compliance.
4.5. Easily scalable; new channels can be automatedly integrated to match changing visitor communication needs.

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