The best genealogy filters to use depend on my affiliate status and my needs to know about the affiliates which are covered by the filters. Using quick filter menu to save time and part of the follow-up process, I frequently use the following filters.
1. PSAs/CSAs in the last 10 days- Use this filter to mind the new affiliates about Fast Track- final notice before the symbol of a jet disappear and to complete 5 vital tasks to qualify or else they will miss out. Use individual or group mailer
2. PSA/CSAs in the last 30 days- Use this filter to remind the new affiliates to log in daily to earn free 1500 vps to become EAs if they have not earn any vps or to apply the legibility for VP transfer.
3. Inactive for 30 days- I will send a group mailer to remind them to start a new month to be active and collect VPs.
4. Inactive 220 - 365 days(removal soon) - This will be the final appeal to affiliates to activate their account before their accounts being cancelled by SFI.
5. Confirmed Registration/Whitelist SFI mails/Completed Affiliate Profile - This enable SFI to send newsletters, emails and to earn free vps.
6. Red Flagged - Those in removal soon category be reminded to log in to activate their accounts.
Using these filters I can get the overall quick view and information of the affiliates. Of course I can use the green tabs individually but may take sometime to know the position of the affiliates.These quick filters have helped me to zoom into affiliates' profiles.fast and focus.
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The best genealogy filters to use depend on my affiliate status and my needs to know about the affiliates which are covered by the filters. Using quick filter menu to save time and part of the follow-up process, I frequently use the following filters.
1. PSAs/CSAs in the last 10 days- Use this filter to mind the new affiliates about Fast Track- final notice before the symbol of a jet disappear and to complete 5 vital tasks to qualify or else they will miss out. Use individual or group
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