Reach out to Members that have checked in within particular dates

1. Reports >> Retention >> Checkin Analysis
2. Checkin Analysis, Select
• Set Min Date as the oldest "Last" Checkin date to pull
• Set Max Date as the most "Recent" Checkin date to pull
  • Example - to pull in folks that have NOT checked in since the summer
    • Min Date = 6/1
    • Max Date = 8/31
  • Additional limits can be set by Membership Status, Membership Type, or Member Status
3. Click Search

Sort results by 

• Last Checkin DAte
• Member - alphabetical
• Trainer - alphabetical
• Contact Priority
• Last Contact Date
• Next Contact Date

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