Status: Planned Contact management, segmentation, and behavior-driven automation. This feature is not yet available.
Overview
The CRM module will be a behavior-driven engagement engine built into your community. It will help you track member activity, segment your audience, and automate responses to member behavior -- all without leaving the TribeCrafter admin panel.
Planned Features
Trigger-Action System
The CRM will work on a simple trigger-action model. When a member's behavior matches a trigger, the system will automatically perform a configured action.
| Trigger Example | Action Example |
|---|---|
| Member joins the community | Auto-tag as "New Joiner," add to welcome sequence |
| Member has not logged in for 10 days | Flag as "At Risk," send reminder notification or email |
| Member completes onboarding | Assign "Engaged" tag, unlock access to a group |
| Member posts more than 10 times | Tag as "Top Contributor," eligible for reward |
| Admin manually tags member as "Premium" | Move to segment, show exclusive content |
| Member reacts to 20+ posts in a week | Highlight in dashboard, notify admin |
| Member downgrades plan | Add to retention workflow, send survey |
Member Segmentation
You will be able to create and manage member segments based on:
- Tags (manually assigned or auto-assigned by triggers)
- Activity level (active, at risk, power user)
- Last login date
- Subscription status
- Engagement metrics
Admin Dashboard
The CRM dashboard will provide:
- Member list with filters -- Search and filter by tags, activity, last login, and more.
- Action center -- Bulk message, assign badges, move members between segments.
- Timeline per member -- A complete activity log and key interaction history.
- Segment management -- Create, edit, and monitor segments like "New Joiners," "At Risk," "Power Users."
Integration with Gamification
The CRM and Gamification modules will share the same trigger system. A single member action (e.g., "posted 10 times") can both:
- Tag the member in the CRM for admin tracking.
- Award points or unlock an achievement in the gamification system.
The key difference: CRM is admin-facing (member management), while gamification is member-facing (visible rewards).
What the CRM Will Not Do Initially
- External marketing tool integrations (e.g., Mailchimp, HubSpot)
- Advanced email automation sequences
- Export to external CRM systems
- Revenue attribution and ROI tracking
Related
- Gamification
- Managing Members
- Notification System