How to reach out to Members that haven't used their training sessions in x number of days

1. Reports -> Retention –> Last Training Date Analysis.
• Custom Query use Last Training Date to indicate how far back in time you want to query
• Use a trainer’s last name to limit to a specific trainer’s client list (from the User Profile Trainer assignment)
• Members status – go after active or inactive members
2. Click Search

Recommended Use of Results

• Use list for phone campaign

1. Right Click Member Details - open new tab
2. Work client, call, message, enter call notes into Log_Contact(within Tab)
3. Close Tab
4. Go to next item

• Email - "Generate Mass Email"
• Mailing labels - “Generate Mail Labels", this option can also be used to export mailing information to Excel
• Download List,into a CSV file, Name, key dates, status, phone, adders, city, state, email (search KB on CSV for instructions for opening with Excel)