7 Automated Workflows that helps your Association to Keep Members Engaged 

(Without Overwhelming Your Team)

In today’s fast-paced world, associations and clubs must move beyond manual emails and spreadsheets to keep members engaged. That’s where membership automation becomes essential to increase your retention rate.

Whether your goal is to improve retention, reduce administrative strain, or create meaningful engagement, automated workflows are the most powerful way to deliver consistent, scalable experiences.

2. Smarter Member Onboarding

The first few days after joining are crucial. An automated onboarding workflow ensures that every new member feels welcomed, informed, and excited about their decision to join and shows the value you will bring them. Here’s how a good onboarding journey might unfold:

• Day 1: Send a personalized welcome email with links to member benefits and key resources of your association
• Day 3: Trigger a tutorial or video tour of your member platform
• Week 1: Send an invitation to an upcoming event or webinar
• Day 10: A check-in message asking if they need help

This automation ensures consistency and sets the tone for a long-term relationship. It also reduces manual onboarding tasks, creating space for deeper member support.

Some data? A study for Glassdoor by the Brandon Hall Group researchers found that a strong onboarding process improved new hire retention by 82%.

2. Personamized Communication That Runs Itself

Members today expect personalization. The challenge for most associations is doing that at scale. That’s where automated engagement workflows come in. By using personalized membership CRM and automated member retention tools, you can:

• Welcome Series: As we said, set up an automated welcome sequence for new members, introducing them to your values, benefits, and upcoming events. These emails make new members feel connected and informed from day one.
• Birthday & Anniversary Messages: Send automated birthday eCards or membership anniversary messages. These small touches boost loyalty and show members they’re more than just a number.
• Event-Based Triggers: Did a member attend a niche event? Or upgrade to a premium plan? Set rules to trigger follow-up emails based on their activity. For example: “Thanks for joining our seminar — here’s what’s next.”
• Renewal Reminders: Instead of manually tracking expiry dates, let re:membr handle it. Send timely, automated nudges by email, app push notification or SMS to ensure renewals don’t slip through the cracks.

• SMS Campaigns: What you also have to know on that, with an average open rate of 98%, SMS is ideal for short, urgent updates. Use it for event reminders, last-chance renewals, or schedule changes! (Source: sender.net)

As a result:

That’s why it is important to use this cross-channel coordination automation to coordinate your email, app, and SMS communication. This keeps your voice consistent and your engagement seamless.

Members feel seen, understood, and engaged, without increasing your workload.

3. Automated Renewals and Payements

One of the biggest causes of membership churn? Forgetfulness. Automating renewal reminders via email and SMS  is a proven way to reduce drop-off. Set multiple reminders: 30 days before expiration, 7 days before, 1 day before and on expiration day

Set up:

• Set up Recurring billing cycles (monthly, quarterly, annually)
• Auto-generated invoices and digital receipts
• Payment reminders that go out automatically

You can even include links to a pre-filled payment form for frictionless renewal. Combined with automated membership automation, this dramatically reduces the admin time spent chasing unpaid memberships. We want to Enable Automatic Membership Expiration.

4. Time-Saving Admin Automation

One of the most underrated advantages of membership management software is its ability to eliminate repetitive tasks. With a central club membership platform:

• Update profiles and sync with a few clicks, email campaigns
• Automate event promotion, follow-ups and Payment tracking
• Share newsletters or announcements in one action

When these repetitive tasks are handled by your system, your team can focus on strategy, member experience, and growth.

5. Use Data to Refine you Member Strategy

(you will be surprised by the following scenario)

Understanding your members is the key to retaining them. Understanding the customer journey in your club is essential. 

Imagine this senior where a member enters the club for a day to enjoy the facilities. The same day, he makes a reservation at your restaurant and passes through the shop to buy an item because he opened your newsletter recently and saw new product arrivals? 

Here, with real-time analytics, you want to:

• See which campaigns have the highest open and click rates and ended with purchase conversion
• Track attendance and preferences by event or activity
• Identify members most engaged over time
• See how much they spent at your club

You absolutely have to know that many of your members combine all those analytics in the same week or day. Use this data to refine your content, timing, and offers to boost loyalty and renewals.

6. Mobile-First Member Experience

Today, everything happens on mobile. If your membership experience isn’t mobile-first, you’re missing out on daily engagement opportunities.

Mobile apps & digital cards let members:

• Check in to events or locations via QR code
• Mobile access to the club with their digital membership cards
• Access their benefits and documents in one place
• Receive push notifications for urgent updates
• Fully-branded mobile app and website interface

Members expect ease, speed, and convenience. A native digital membership card app meets those expectations.

7. Consistant Event Engagement 

Club booking software and event automation tools make managing events seamless. When a new event is created, you can trigger:

• Announcements to interested segments
• Follow-up emails with RSVP links
• Reminder texts 24 hours before the event (HubSpot boosted attendance at inbound by 20 % after adding timed reminder emails)

With event management automation in place, attendance increases, feedback improves, and you create a repeatable process that builds community momentum.

Our All-in-One Membership Platform That Makes It Happen

While everything above can be implemented with the right tools, there’s one platform that brings it all together.

re:membr is designed to do just that, quietly and powerfully. It is an all-in-one membership solution that combines:

• Membership Management: Centralise data and automate admin tasks
• Mobile Apps & Digital Cards: Enhance daily member access and connection
• Engagement Workflows: Automate onboarding, event flows, and retention journeys
• Automated Renewals & Payments: Keep cash flow consistent and hassle-free
• Real-Time Analytics: Track engagement and optimize what works
• Custom Branding: Match your association’s voice and identity

re:member is designed for associations that want to grow, retain, and deeply engage their members, with less manual work and more impact.

Ready to streamline your member engagement and free up your team?