Send annual member check-in email and notify team
Send annual member check-in email and notify team
Your member anniversaries only in your mailing list delay personal outreach and leave staff without context. Send a quick anniversary check-in and alert membership staff so follow-up happens same day.
Overview
If anniversary milestones sit only in your mailing list, membership staff miss timely, personal outreach. This flow sends a tailored anniversary check-in and pings your team so members are contacted and staff can follow up the same day.