Affiliate since: 05/05/2004, Power Rank: 284 | Read Robertson's 212 other Ask SC answers

The Geanalogy has many powerful features. There are many ways to use your genealogy to make you PSAs more productive and increase your earnings at SFI. Inactive affiliates can also be made active again by using the correct approach with your genealogy.

Before it’s too late sent a mail to those who are red-flagged as they have to login soon to prevent SFI account cancellation due to inactivity.

Select the appropriate filters to zero-in on the category you wish to get details or send a mail. For example: You can pull up every affiliate in your group with a specific rank.

Keep track of your Fast-Track members and those eligible for Fast-Track using the genealogy. Take appropriate action if need be.

Save your own frequent search filters by clicking the Save Current As Quickfilter button after you have executed your search.


less

The Geanalogy has many powerful features. There are many ways to use your genealogy to make you PSAs more productive and increase your earnings at SFI. Inactive affiliates can also be made active again by using the correct approach with your genealogy.

Before it’s too late sent a mail to those who are red-flagged as they have to login soon to prevent SFI account cancellation due to inactivity.

Select the appropriate filters to zero-in on the category you wish to get details
...more

Affiliate since: 02/14/2014, Power Rank: 99999999 | Read Chiandrakumari's 39 other Ask SC answers

Hello Romeo

The Genealogy is the data storage page reporting your business.

Your can at a glance get the details of each person in your downline.

The VersaPoints earned in total, and the current VersaPoints as well. You will also know if the affiliate is participating in the S Builder Coop. You can also monitor their TripleClicks Sales.

You can also sort and filter your search by dates your affiliates joined, last login, VP Totals, Country Ranks etc.

You can also look up their country of origin and this makes it easier to reassign affiliates to motivate active affiliates and you can overcome the language barrier.

You can send gift certificates to affiliates who are promising and committed to progress by giving them gift certificates.

You can also transfer TCredits to motivate your downline. You can use the icons on the right to sent mails or even to chat when you know the affiliate is on line.

Make full use of the Genealogy section to simplify your business. It is really amazing that everything about your downline is all in this page. Hope my answer helps.

less

Hello Romeo

The Genealogy is the data storage page reporting your business.

Your can at a glance get the details of each person in your downline.

The VersaPoints earned in total, and the current VersaPoints as well. You will also know if the affiliate is participating in the S Builder Coop. You can also monitor their TripleClicks Sales.

You can also sort and filter your search by dates your affiliates joined, last login, VP Totals, Country Ranks etc.

You
...more

Affiliate since: 12/31/1969, Power Rank: 99999999

There is nothing like top tricks for getting the most out of one's Genealogy.

It is a well built information system provided by SFI for all of us to use effectively so that we can grow together with our Team in SFI Business.

It has all provisions (We can filter any way we want) - what ever information we want with regards to our:

- Team Members;
- Their Performance & achievements;
- Active Members;
- Inactive Members;
- Country wise Members (PSA/CSAs);
- Generation;
- Sponsors;

Without such a strong supportive information system no business will grow. SFI Business is no different.

Conclusion:

We are all in this business to earn money & grow continuously.

I always visit this area every day to know:

1. Who is active &
2. Who is not

Active one gets a pat on the back through E-Cards; & In active ones (Most of them!!!) will be contacted immediately through available mode of communication to understand " What went wrong where??".

This will help me to take corrective action then and there!!

Time alone will tell me whether my corrective action results in Team's growth or not. But I have great satisfaction that I did my Best!!

:-)
less

There is nothing like top tricks for getting the most out of one's Genealogy.

It is a well built information system provided by SFI for all of us to use effectively so that we can grow together with our Team in SFI Business.

It has all provisions (We can filter any way we want) - what ever information we want with regards to our:

- Team Members;
- Their Performance & achievements;
- Active Members;
- Inactive Members;
- Country wise
...more

Affiliate since: 09/04/2014, Power Rank: 99999999 | Read Locoh's 2 other Ask SC answers

Greetings
I have few tips to share with you
The most powerful tool for me is the use of the Filter when you access the Genealogy.
The Quick filter is good but you get more hand on what you want to do when you create you own filter but then again you need to understand it because it is a bit of math.
Ok let give you 3 examples

Don t forget
1-click on (clear filter) if you want a new group of people!!!!!

Work with workers

you just want to see people who have been log on this month on your genealogy
1-in filter choose VERSAPOINTS (THIS MONTH) > 0
2- click SORT
Now you have people who have logged on but necessaraly the movers and you can send letters to those only.

Nearly EA VP (between 1200-1499) for example

1-in filter choose VERSAPOINTS (THIS MONTH) > 1200
2-click on (+) which is on the (SAME LINE) it create a new line
3- in this new line VERSAPOINTS (THIS MONTH) < 1499
4-click on Sort

This can be useful when we approach the end the month so you will know who to motivate to achieve Ea status

Active member with confirmation

1-in filter Choose VERSAPOINTS (Total or This Month) >0
2-Goto (Next line) choose Confirmed Registration
3-click on Sort

This give you an idea of people who actually confirm their registration and more likely to be serious about the business

yeah that is it really that what i found powerful in genealogy because i have saved letter for each group and it make it easier to see their VP ledger.
I hope this help and have fun playing with the filter


less

Greetings
I have few tips to share with you
The most powerful tool for me is the use of the Filter when you access the Genealogy.
The Quick filter is good but you get more hand on what you want to do when you create you own filter but then again you need to understand it because it is a bit of math.
Ok let give you 3 examples

Don t forget
1-click on (clear filter) if you want a new group of people!!!!!

Work with workers

you
...more

Affiliate since: 07/19/2013, Power Rank: 99999999 | Read Chrystina's 43 other Ask SC answers

Every week, I visit my Genealogy Reports, then send team messages to all my PSA, CSA, and also Generations 2, and lower.

Also, I check the report for Affiliates who have been inactive almost a year, and send them a special message and include Gift Certificates to encourage to return to SFI and make a purchase, with gift certificates, to prevent them from becoming inactive.

Each month, I try to also see who made EA2, or who is close, and if they fall short, I either send them helpful advice how to earn VP from Action VP or Purchase VP...and if they are really close, sometimes, they are rewarded gift certificates, too. If the gift certificates are not used on time, they get returned to my account, so I can offer them to someone else.

Equally as important, is checking the Top Earners Report, daily. From this page, you may also send eCards to congratulate some of your team, and encourage them.

Best Wishes
less

Every week, I visit my Genealogy Reports, then send team messages to all my PSA, CSA, and also Generations 2, and lower.

Also, I check the report for Affiliates who have been inactive almost a year, and send them a special message and include Gift Certificates to encourage to return to SFI and make a purchase, with gift certificates, to prevent them from becoming inactive.

Each month, I try to also see who made EA2, or who is close, and if they fall short, I either send them
...more

Affiliate since: 11/29/2013, Power Rank: 99999999 | Read Anton's 25 other Ask SC answers

Thanks to one of my co-affiliates, I have recently learned to utilize the Genealogy Page more thoroughly.

What a wonderful question!

Part of our business includes communication with our team or down line as it is commonly called. We naturally want to encourage our affiliates where they are weak, educate our affiliates and congratulate those who are succeeding.

Most of us like to build our team by rewarding our "Movers" ( active PSA's or CSA's) with PSA's that are not active, in the hopes that our "Movers" can have better success. I target inactive PSA's matching the language of my "Mover" and transfer them. This has proven most successful as I had 4 affiliates that I transferred in the last 2 monthes who gained over 600 Versa Points each. This gave me an added award of 20 Versa Points on my to do list! Not to mention the VP I now earn from their success as commission.

Genealogy allows us to target PSA's and CSA's in so many ways. These include but not limited to:

Country: This lets you know which countries are more active with SFI so you can target your online campaigns to countries you know are more apt to join.

Versa Points: Not all your movers may fit on the Mover page. This will have all your movers and you can encourage and congratulate them.

Last Log In * It is very important to let you know who needs encouragement so you can reach out to them personally

New CSA's: SFI is wonderful about rewarding it's "Movers" with CSA's with certain achievements.I have many very active CSA's and I am most grateful. Or we may a have won 50 or 100 CSA's in the price benders auction. Genealogy can target these new team members so that we can introduce ourselves and develop relationships.

Online: this is a great way to let your Movers know you are following their progress and you are there for support. You can send them an instant message or just thank them for being active in a group message.


Genealogy allows us to do all this and much much more.

When I send my movers PSA's as rewards, I now recommend them they practice using the Genealogy page with them. It helps to strengthen their skills as a team leader.

I hope this helps you.

To your Success!


less

Thanks to one of my co-affiliates, I have recently learned to utilize the Genealogy Page more thoroughly.

What a wonderful question!

Part of our business includes communication with our team or down line as it is commonly called. We naturally want to encourage our affiliates where they are weak, educate our affiliates and congratulate those who are succeeding.

Most of us like to build our team by rewarding our "Movers" ( active PSA's or CSA's) with PSA's
...more

Affiliate since: 10/01/2013, Power Rank: 99999999 | Read Nimo's 381 other Ask SC answers

I use the 'My Movers' tab in conjunction with the Genealogy report. I think that is the best way of doing it.

I can find out who the workers are by going through the Genealogy but it is far quicker to go to the My Movers and work with those workers more closely.

To get the most out of the Genealogy report I use the filters extensively identifying the dates the members (not on My Mover) joined and when they last logged in, what VP they have collected during the month. Using this information, I send them encouraging notes. I also look at their VP ledger, identify where they may want to focus, collect VP etc and send them tip notes/cards.

I also use the Genealogy report to identify what country the members come from and if I deem it prudent to do so, reassign affiliates and group them together especially if language is a problem.

I send out group mail from the Genealogy report - groups such as those tagged for removal, those who joined the same date, those who are EA and above etc...

Sometimes I get messages from affiliates who I have no idea who they are. I use the Genealogy to search for them and if they are in my team then I am able to respond appropriately to their messages, after viewing their profile and VP Ledger.

These are just some of the way I use the Genealogy report. It is a very useful took. Get to know it and use it.

All the best.

less

I use the 'My Movers' tab in conjunction with the Genealogy report. I think that is the best way of doing it.

I can find out who the workers are by going through the Genealogy but it is far quicker to go to the My Movers and work with those workers more closely.

To get the most out of the Genealogy report I use the filters extensively identifying the dates the members (not on My Mover) joined and when they last logged in, what VP they have collected during the month. Using
...more

Affiliate since: 07/10/2014, Power Rank: 99999999 | Read Charles's 66 other Ask SC answers

The genealogy gives me the pulse of my business. The very first thing I look for is who is online so that I can initiate a chat with them.

I usually deal with my movers through the movers tab before I get to the genealogy.

What I am looking for is anyone showing signs of recent activity. The genealogy will tell me if an affiliate has recently been active. I will check and see what kind of activity he or she has been doing by checking their VP ledger. If I can give them a hint or some sort of encouragement, I will.

If I see someone suddenly start up after a long absence, I will definitely engage them in conversation if I can, or send them an appropriate "Welcome Back" card.

If they are active, I will check where they are at, and how far they have to go to get to the next level. If I can give them a hint that I think might help, I will. I will certainly look to see what they are missing on their VP Ledger.

At least once a week I will send everyone on the team some kind of information about building the business. It might be in the form of a newsletter, or I will include some sort of article pertaining to the business.

Every week or so I will target some of the inactive affiliates that started building the business, but then went inactive. Genealogy will tell me which ones those are. I will send them additional information or maybe a story or two about people in the business.

Those are my tricks of the trade.




less

The genealogy gives me the pulse of my business. The very first thing I look for is who is online so that I can initiate a chat with them.

I usually deal with my movers through the movers tab before I get to the genealogy.

What I am looking for is anyone showing signs of recent activity. The genealogy will tell me if an affiliate has recently been active. I will check and see what kind of activity he or she has been doing by checking their VP ledger. If I can give them a hint
...more

Affiliate since: 09/16/2014, Power Rank: 99999999 | Read Kazhiyur's 49 other Ask SC answers

A very good question indeed!

Genealogy actually provides the entire model or structure of your team and its team mates. It provides a lots of information for ready reckoning and further need based usage by the team leader about his/her entire team. The exhaustive information provided by the Genealogy is furnished here-in-below at random:-

a) It provides the SFI Id. Numbers of all the PSAs and CSAs under your team.

b) Since you are the boss of your team your details are exempted.

c) It provides the information about VersaPoints scored by each affiliate both last and present month plus the total VersaPoints scored.

d) It provides the generation detail about all the team-mates.

e) It provides the affiliate manager information.

f) It provides all the information about the sales VP of both past and present month.

g) It provides various means to communicate with the entire team by team mail, chatting, email.

h) It provides the e-mail addresses of all the team mates.

i) It provides the actual geographic location of each team mate.

j) It provides an opportunity to reassign only PSAs who are at-least EA2 rank or above.

I hope I have summed up almost all the details about the Genealogy, which greatly facilitates all the team leaders almost on all working days.
less

A very good question indeed!

Genealogy actually provides the entire model or structure of your team and its team mates. It provides a lots of information for ready reckoning and further need based usage by the team leader about his/her entire team. The exhaustive information provided by the Genealogy is furnished here-in-below at random:-

a) It provides the SFI Id. Numbers of all the PSAs and CSAs under your team.

b) Since you are the boss of your team your details
...more

Affiliate since: 12/31/1969, Power Rank: 99999999

TIPS & SHORTCUTS

1. Under the Basic tab, select "Generation" in the Sort drop down menu to display your records by generation level.

2. Reassigned Affiliates appear in blue highlight, Co-Sponsored Affiliates (CSAs) appear in green highlight.

3. Click a total in the VP(T) or VP(M) column to access that affiliate's PSA Ledger, which lists specific VersaPoints information for the PSA.

4. You can send a group (e-mail) message* to all or any segment of the affiliates in your Genealogy. Just pull up the group to which you wish to mail under any tab and with any sort and filter applied. Then, click the "Send an e-mail to this group" link located in the right side of the info box at the top of your Genealogy page.

NOTE: You can e-mail ALL of your affiliates who joined SFI after 08/30/11. For your affiliates who joined on or before 08/30/11, registration confirmation is required to e-mail them. To download your entire list of personally sponsored affiliates meeting these requirements, click HERE.

5. You'll notice two small icons to the right side of each affiliate on your Genealogy.

The first column contains a blue TeamMail icon (). Click this icon for a pop-up window that will allow you to send a TeamMail message directly to the individual affiliate's Message Center at the SFI Affiliate Center—no need to worry about overly sensitive e-mail spam filters or non-delivery! When the recipient logs in at SFI, they will see an alert about your message. And after reading the message, they can reply to you with a single click. NOTE: Group send (discussed in item #4 above) also sends a copy of your e-mail message to each affiliate's Message Center inbox.

The second column of envelope icons display only for your own PSAs and CSAs and appear in green, yellow, red, and white, indicating the affiliate's e-mail status.
- Affiliate's e-mail has been confirmed as good.

- Affiliate's e-mail is questionable (messages returned as undeliverable, likely for an impermanent reason: i.e. inbox was full, server was down temporarily, etc.).

- Affiliate's e-mail has been confirmed as undeliverable or invalid.

- Affiliate's e-mail has not been confirmed.
Clicking the envelope icon will prompt your e-mail browser to create and display a pre-addressed "compose new e-mail" window. Simply create and send an e-mail as you would normally. IMPORTANT: If you use an online e-mail provider (Hotmail, Yahoo! Mail, Gmail, etc.), this feature won't work for you. To send a message, you'll need to copy your affiliate's e-mail address displayed under the Communication tab into the "To" field in your online e-mail message window.

NOTE: For privacy protection, e-mail addresses of affiliates you did not refer or are not co-sponsoring are not revealed to you and no envelope icon will appear in this particular column.

6. To the right on your Genealogy pages, you'll also notice a column with a small "bubble" icon for each of your PSAs and CSAs. If your PSA or CSA has provided an IM handle and given you permission to contact him or her in the SFI account page, the bubble will appear gold (). Clicking that icon will bring up a small popup window containing the IM handle(s) for that person. A grey bubble () indicates your affiliate has either not entered IM information and/or not given your permission to contact him or her via IM.

NOTE: For privacy protection, IM handles of affiliates you did not refer or are not co-sponsoring are not revealed to you and no bubble icon will appear in this particular column.

7. On the far right side of each Genealogy page, you'll see a pencil icon () for each affiliate. Click it, and you'll see a popup with a note field for that particular affiliate. Notes are for your own private use and are viewable to you only. Just enter your note and click Save Note. Saved notes are indicated with a green pencil icon ().

8. Click a linked Affiliate name and you'll see his or her Affiliate Snapshot popup. This handy popup window contains an affiliate's photograph, name, location, VIP title and rank badges, Power Rank, Class Rank, Country Rank, Booster Club status, Fast-Track status, S-Builder Co-op status, and any personally submitted business tips. There's also a link to the Affiliate Manager for that affiliate if you're his/her sponsor or co-sponsor.

9. Identifying your leaders and up-and-coming leaders is critical to your success. Your Genealogy makes this task easy:

The Aff Mgr tab allows you to easily view information on your PSAs and CSAs within the Genealogy, including columns indicating those affiliates' Profile Scores (PS), as well as those who have completed their affiliate profiles (AP), set up a Standing Order (SO), confirmed their registration (CR), whitelisted (WL) [email protected], and set goals (GS). TIP: Use the Profile Scores to, at a glance, identify those affiliates who may make great future leaders in your team--the higher the score, the better the affiliate's leadership potential!

The Sales tab makes it easy to view the number of TC Referrals each of your affiliates has to date, as well as the amount of sales VersaPoints (SPV) to date and for the current month.

This information you glean from these tabs give you a useful summary of actions your affiliates are taking and helps you identify those team members who are serious about their SFI business.

Additionally, you can use the filters to produce lists of affiliates with specific ranks or SVP greater or less than a given amount for the current month. You can then use the group message option to communicate with, help, and encourage these go-getters in your team.

10. To pull up everyone sponsored by a particular affiliate, use his or her SFI ID as a filter.

11. Save your own frequent search filters and/or sort combinations by clicking the Save Current As QuickFilter button after you have executed your search.

12. Consider this weekly or monthly exercise: Send out a message to those affiliates who have not yet begun to accumulate VersaPoints or who have not yet attained 100 VersaPoints. Don't "strong-arm" them! Identify yourself as a sponsor or upline team member and just tell them that you wanted to make sure they were aware of the benefits of accumulating points, and see if you can answer any questions they might have. Refer them to their SFI homepage (www.sfimg.com/Home) where they can view a to-do list and begin accumulating points.

Here are the steps for creating your mailing list:
A. Select the Affiliate Manager tab.
B. Select VersaPoints (Total) as your filter. Select the "less than" sign (<), and enter 100.
C. Click the small "Filter" button to submit your choice.
D. Click the "Send an e-mail to this group"* link and follow the directions there to send a message to this group.
13. Regularly check for affiliates who have not yet whitelisted SFI's e-mail address and send them a group message encouraging them to do so. Remember: although the group message may not go through to their e-mail inboxes, due to them not yet whitelisting SFI, a copy WILL appear in the affiliates' Message Center at the SFI Affiliate Center.
A. Select the Affiliate Manager tab.
B. Select "Added [email protected] to Safe List" from the secondary filter list, choose "No," and click the Filter button.
C. Click the "Send an e-mail to this group"* link and follow the directions there to send a message to this group encouraging them to add [email protected] to their e-mail's safe list. Be sure to reference this article in your message where your affiliates can get help doing this.
14. Send out a weekly newsletter to your group*. Click HERE for Gery Carson's column on how to create effective newsletters that will help you generate regular upgrades in your team.

15. Consider hosting a local SFI event to meet, brainstorm, plan co-op promotions, etc. Use the Geographic tab and using city, state, and/or country filters to find individuals in your region. Then use the "Send an e-mail to this group"* link to send each an invitation to get together.
less

TIPS & SHORTCUTS

1. Under the Basic tab, select "Generation" in the Sort drop down menu to display your records by generation level.

2. Reassigned Affiliates appear in blue highlight, Co-Sponsored Affiliates (CSAs) appear in green highlight.

3. Click a total in the VP(T) or VP(M) column to access that affiliate's PSA Ledger, which lists specific VersaPoints information for the PSA.

4. You can send a group (e-mail) message* to all or any segment
...more