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About This Automation
Member engagement tracking at associations requires staff to manually pull activity data from multiple sources, calculate engagement scores by hand, and identify at-risk members through spreadsheet filtering.
Automation continuously monitors member activity, assigns standardized engagement scores, and flags at-risk members in real time. the team receives a prioritized list ready for outreach, with AI-drafted messages tailored to each member's specific engagement gaps.
Key features:
Automatically pull and consolidate member activity data from your membership database and event platform
Apply consistent, rule-based engagement scoring across all members without manual calculation
Identify at-risk members in real time based on login frequency, event attendance, and communication recency
Generate personalized re-engagement message templates tailored to each member's engagement profile
Track outreach actions and member responses in a centralized log for follow-up and reporting
Hidden Overhead™Context switching between platforms, rework due to scoring inconsistency, and.
7.3/ 10
How The Automation Works
The full workflow, from trigger to completion.
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1. Weekly Engagement Check Triggeredtrigger
Automation runs on a weekly schedule to pull fresh member activity data and the event platform.
2. Fetch Member Activity Data
The automation retrieves login history, event attendance, and communication timestamps for all active members.
3. Calculate Engagement Score
The automation analyzes each member's activity pattern, assigns a standardized engagement score (1-10), and flags risk level based on predefined thresholds.
4. Identify At-Risk Members
The automation filters members scoring below the at-risk threshold and creates a prioritized list with risk reasons and recommended actions.
5. Generate Outreach Recommendations
The automation drafts personalized re-engagement message templates for each at-risk member, referencing their specific engagement gaps.
6. Post Alert
The automation sends a summary alert to the support team channel with the at-risk member list, engagement scores, and recommended outreach actions.
7. Log Results
Engagement scores, at-risk flags, and outreach recommendations are recorded for tracking and historical analysis.
Everything you need to know before mapping this process.
The automation tracks login frequency, event attendance over the past 90 days, and last email interaction date. It pulls this data directly from your membership database and event platform, consolidating it into a single engagement view.
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