πŸ› οΈ Step-by-Step Guide: Setting Up Automated Discount Creation Using Zapier πŸ€–

3. Notify Staff When High-Level Members Register for Events πŸ“¬

Scenario: Whenever a VIP member (like your top-tier β€œBear Guardians”) registers for an event, you want your non-profit’s team to be notified so that they can personally reach out and thank them.

Steps to Automate:

  1. Trigger: A VIP member registers for an event in Event Espresso.
    • When someone in the β€œBear Guardian” membership tier signs up for an event, Zapier triggers the workflow.
  2. Action: Send an internal notification.
    • Zapier sends an email or Slack notification to your staff with details about the registration.
    • Example: “Alert: John Doe (Bear Guardian) has registered for the Conservation Gala. Consider sending a personalized thank-you note.”
  3. Action: Add the member to a VIP guest list.
    • Zapier can also update a shared document or CRM (like Google Sheets or Salesforce) to add the VIP member to a specific list for special treatment at the event (e.g., ensuring they are seated at the VIP table).

Benefits:

  • Personalized Engagement: Staff can offer a personal touch to high-value members, increasing their loyalty and engagement.
  • Immediate Notifications: Important members get recognized and appreciated in real-time, strengthening their relationship with your organization.