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How to reach out to clients how have not trained recently

How to market to clients who have not trained recently

Reports -> Retention
Report #2 is the Last Training Date Analysis
Select a prewritten query from the drop down or a custom query
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
  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)
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