If you would like to get a report of individuals that have registered for a meeting in the past, but have not registered for the current meeting so you can market to them in a special way, here is how to get that report in MatrixMaxx.
- Click the ‘Reports’ tab.
- Click the ‘Individual Search’ sub tab.
- Click the ‘Activities’ drop down and then select ‘Register for Meeting’.
- Click the button to ‘Add Criteria’.
- Select the meeting(s) where you want to find Individuals who have registered. If you select more than one meeting, make sure you select ‘Any of’ in the drop down and not ‘All of’. This way, you will get folks who registered for any of the meetings you select. Example: The Annual Meetings for the past three years.
- Click the ‘Activites’ drop down again and this time select ‘Not Register for Meeting’.
- Click the button to ‘Add Criteria’.
- Select the meeting you want to see who has not registered, yet. Example: This year’s Annual Meeting.
You may now search or export to get a list of previous attendees.
If you want to make a list of this and have CommunicationsMaxx enabled, simply go to the Communications tab, then Individual lists, and construct a list with this criteria.