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

The Genealogy and its filters provide us with sophisticated affiliate communication and management tools. The filters I use the most are: "Date Joined" and "CSA Assignment Date" to communicate with my new team members. These are the most used by all affiliates of all ranks.

Even a regular SFI affiliate can win CSAs on auction. Every affiliate is working to build and grow their team. Thus, the above two filters are the most frequently used by all affiliates at all ranks.

Next is the "Red Flagged" filter. Every Executive affiliate (EA) has the potential of having inactive PSAs and CSAs. Regardless of how long that EA has been with SFI, he/she may still have CSAs that are "red flagged". It is critical to communicate with the "red flagged" at least once a week in an effort to get them to become active before they are definitely removed from the SFI database.

I use this "Red Flagged" filter on a regular basis.

Beyond these three sets of filters, most of the others are used depending on the specific needs of a team leader. The larger the team, the more diversified and selective the needs for filters become.

We all are familiar with the 4 (four) boxes from which to select the filters: (1) the main box (Default) that sorts out our selection, the two boxes that allow us to refine our selection according to our search needs: (2) one of them focuses on our team members' activity, (3) while the other is based on ranks , and (4) the quick filter that reload the last one we used.

From this wealth of Genealogy filters, our needs will vary greatly with the size our our downline.

We also have the option to save the filters we use the most and reload them quicker.

Finally, there are basic filters we use on a weekly basis: (a) the entire genealogy when we want to send a team mail to our entire time, (b) the filters that allow us to select our PSAs for the use of the PSA Mailer and (c) the filters that give us access to the CSA Mailer.

We also will benefit from using alternatively the "Full Genealogy Version" or the "Condensed Version. This will allow to refresh our research and catch on what we may have missed in our first attempts.




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The Genealogy and its filters provide us with sophisticated affiliate communication and management tools. The filters I use the most are: "Date Joined" and "CSA Assignment Date" to communicate with my new team members. These are the most used by all affiliates of all ranks.

Even a regular SFI affiliate can win CSAs on auction. Every affiliate is working to build and grow their team. Thus, the above two filters are the most frequently used by all affiliates at all ranks.

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Affiliate since: 05/03/2002, Power Rank: 435 | Read Mar's 582 other Ask SC answers

The Genealogy is equipped with powerful features specially designed for managing your downline.

When would be the case that the Genealogy filters to use are the best and why?

- Those filters that come handy as you go about managing and monitoring the growth of your SFI business.

- Those filters which help you identify key points in enhancing the development and growth of your SFI business.

- Those filters which help you customize your support to every unique situation with your affiliates.

For example, if your goal is to succeed in winning for the level one Summer Leadership Challenge, you would need to develop and support 4 EA2s. Which Genealogy filters will be most useful for you to achieve this goal and what are the steps you should take?

1. Switch to “Condensed” mode of your Genealogy which allows you to view 90-day logins, EAs, and affiliates with Standing Orders.

2. Apply VersaPoints (This month) and Generation filters.

3. Select the tab that best applies to your objectives. In this case you’ll need the Basics and Sales tabs.

Basics tab – provides you the VP totals to date and for the current month.

Sales tab – helps you to identify if your affiliates have set up a SO (Standing Order).

4. You can access the affiliate's Ledger by clicking the VP(T) or VP(M) column, which lists specific VersaPoints information to help you customize your support.

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

6. Alternatively, you can use the Quick Filters: EA last month, not yet EA this month or My Movers to monitor the progress of your affiliates in regards to VP(M).

The Genealogy filters could be very effective as you use them appropriately in your unique situation in dealing with your affiliates, in keeping the momentum and growth of your SFI business and in establishing a strong relationship and solid foundation for your SFI organization.

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The Genealogy is equipped with powerful features specially designed for managing your downline.

When would be the case that the Genealogy filters to use are the best and why?

- Those filters that come handy as you go about managing and monitoring the growth of your SFI business.

- Those filters which help you identify key points in enhancing the development and growth of your SFI business.

- Those filters which help you customize your support to every
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Affiliate since: 11/29/2011, Power Rank: 83 | Read Gliceria's 402 other Ask SC answers

Genealogy lets you see the health and growth of your SFI business, the total number of PSAs and CSAs, and everything you need to know about them when you click the Full Genealogy, or if you just want to focus on the workers, click the Condensed version, and you'll know the progress you're making by using the appropriate Filters. It's also good to know the number of PRMs, and how many have opted out.

For me, the best Genealogy filters to use is Quick Filter. The reasons are many.
. Movers – I like to see who are in my Movers list every day and how actively they are working and how serious they are. This also shows who have logged back in after period of inactivity.
. New PSAs today – To check whether the PSAs I’ve won at Bid and Build are already there and so I can start the welcome and getting started procedure. Or to check the arrival of new PSAs purchased from ECAs or from the share in S-Builder Co-op.
. New PSAS Yesterday- To check whether I miss a new PSA the day before, or a new one has arrived after I closed the page.
. New PSAs in the last 10 days- This tells me how many PSAs have been received and been sent welcome emails.
. New PSAs in the last 30 days- This shows the total number of PSAs I have sponsored for the month and have been contacted by clicking each affiliate's profile.
. New CSAs today- To see if there's a new CSA today either from requalifying for the month.
. New CSAs in the last 10 days- To see if there's new CSA added from winning in any of the games, Daily Grand Drawing, or Daily Crown.
. New CSAs in the last 30 days- To check the total number of second-home CSAs received from qualifying as a higher rank.
. EA last month, not yet EA this month- Very useful when monitoring the progress of PSA EAs the month before and needs some following up. This is a crucial time to provide guidance and motivation for new EAs to requalify and become EA2.
. New EA this month- Shows new EA, if any, for the present month.
. Team Leaders.- Shows the progress I am making with my team, the number of Team Leaders I have helped develop into effective leaders who are now showing duplication. This shows who the real Workers are.
. New Team Leaders this month- If any. Helps in focusing on emerging leaders by working closely and providing extra help and guidance to these special affiliates.
. Logins yesterday - Shows who are actively working.
. Logins in the last 10 days- Shows regular workers.
. Inactives > 60 days - Shows those inactives that need contacting soon with quick emails and Here to Help, or Quick Tip E-Cards.
. Inactives > 90 days - The affiliates on this group need following up, in addition to the weekly newsletter and other reminders.
. Inactives – 320-360 days (removal soon)- These are in danger of being cancelled. Time to send a friendly reminder to log in to show SFI they're still around and still considering the business. I have a pre-written email especially for this group that I send twice a month.
. Online now - This is very handy to know when they're online to contact and have a short chat to discuss anything that requires attention..

So the Quick Filter is the best and so valuable to me in terms of monitoring the progress of my SFI business on a daily basis.
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Genealogy lets you see the health and growth of your SFI business, the total number of PSAs and CSAs, and everything you need to know about them when you click the Full Genealogy, or if you just want to focus on the workers, click the Condensed version, and you'll know the progress you're making by using the appropriate Filters. It's also good to know the number of PRMs, and how many have opted out.

For me, the best Genealogy filters to use is Quick Filter. The reasons are many.
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Affiliate since: 06/27/2013, Power Rank: 197 | Read James's 127 other Ask SC answers

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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Affiliate since: 08/29/2023, Power Rank: 99999999 | Read Osaro's 206 other Ask SC answers

In my opinion, all Genealogy filters are important and the determination of the best ones depends on your objectives and the reasons for searching your Genealogy. In this regard, there are also filters that are of significance to those who have large downlines, which may not necessarily be very important to those with small downlines and vice versa.

Having said that, I still hold the opinion the genealogy filters below may not necessarily best the best for all occasions, however, their nature make them important with the following reasons as suggested below:

1. Profile Score: This is important for all categories sponsors because it is essential to track and access the extent to which new members complete their profile after registration, which may, but not necessarily, be an indication of interest in a new found business.

2. Key Code: This is very important in order to determine those sources of supply of signups that yield positive results in terms of the interest and activeness of your downline, so that you will be in a position to make an informed decision on those sources you may need to discard and those you may need to continue, in order to divert your time and financial resources to those that supply quality signups.

3. Online: This is very important filter especially for those with large downlines, who may hardly notice team members who are online. Communicating your team members in real time is very effective in offering immediate support and assistance before it becomes too late.

4. Added [email protected] to safe List: This makes it possible or otherwise for you team members to receive important messages from SFI, so you need to look out for those who have not white listed this email address and offer to help because most of them may not know how to go about it.

5. Fast Track Status: This is another very important filter because the Fast Track membership has a time limit, so you need to look out for those who have not completed the actions required to become a fast track member, in order to protect those interested from missing out on immediate and future benefits of a Fast Track member.

6. Received/Accepted Tcredits welcome: This was recently introduced in order to increase the chances of new members becoming more interested and active in SFI as they signup. It is therefore imperative to know those who have accepted your Tcredits offer and where necessary to advise and assist them on how to use it, in case they do not know because of the 24 hours time limit to use the Tcredits.

7. New EA/Team Leaders this month: This enables you are a sponsor to search for those who have moved upwards in rank, especially the team leaders who may need assistance in building a team and support in carrying out some team leadership responsibility like setting up and maintaining their leadership page, sponsoring and duplication strategies. It is also important to identify new EAs and offer support and guidance on how they can maintain their EA statuses. This particular filter is very attractive to those with large downline who may find it cumbersome to navigate their Movers list to identify them.

8. Inactive: This particular filter is too important to overlook because it may help you identify team member who are getting demotivated and probably disillusioned and may be on their way out of SFI, so your quick identification of them and your timely intervention may reverse their current status from inactive to active.

In conclusion, the above suggestions may not be important to all sponsors all time, but may be important to some sponsors at some point in time. However, you need to walk through all the filters and apply those that will help achieve your goals at any particular time. Many sponsors may not know the benefits or existence of some of the filters in our genealogy which is why you need to familiarise yourself with all of them in order to appreciate and understand their usage and effectiveness.

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In my opinion, all Genealogy filters are important and the determination of the best ones depends on your objectives and the reasons for searching your Genealogy. In this regard, there are also filters that are of significance to those who have large downlines, which may not necessarily be very important to those with small downlines and vice versa.

Having said that, I still hold the opinion the genealogy filters below may not necessarily best the best for all occasions, however, their
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Affiliate since: 12/31/1969, Power Rank: 99999999

Genealogy filters are a great tool. It enables you to send quality messages to select members. Your messages are then tailored to suit who you are sending them to.

Many of us just send bulk emails out. As the emails are not tailored to anyone in particular, they are often unread.

As an example, you can send a message to all who have logged in for the past 10 days, or 30 days (your choice). This message can then be tailored to suit and the message conversation can be much more appropriate.

You can also message those who have a red flag. This message would encourage them to log in once again perhaps, to see what is new and what is going on.

My favourite way to use the Genealogy is to Sort by Versa Points this month, Sort descending, I then check Standing Order. If someone is logging in regularly and is doing reasonably well but hasn’t yet got a Standing Order, I would send them a Gift Certificate to help them get their 1500VP. When sending the Gift Certificate, I would make suggestions on how to use it to their own benefit.

The Genealogy is a great tool and you need to experiment with it to adjust it to your own needs.

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Genealogy filters are a great tool. It enables you to send quality messages to select members. Your messages are then tailored to suit who you are sending them to.

Many of us just send bulk emails out. As the emails are not tailored to anyone in particular, they are often unread.

As an example, you can send a message to all who have logged in for the past 10 days, or 30 days (your choice). This message can then be tailored to suit and the message conversation can
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Affiliate since: 12/25/2001, Power Rank: 99999999 | Read Ken's 60 other Ask SC answers

For me it is hard to zero in on the best Genealogy filters because many of the filters are very powerful and helpful.

There are two major sections of the Genealogy that can be combined for great insight as well as communication. There is the Sort section, and there is the Filter section.

The Sort allows you to see the list in ascending or descending order depending on the sort choice. My favorite is "VersaPoints (This Month) dsc". This brings the active affiliates for the month to the top.

The next very quick and powerful filter is the QuickFilters drop down box. Here you can see very valuable pre-designed filters for many of our needs. Who are the new people, who are inactive people (and for how long), who were new yesterday, etc. It is actually fun to see all the possibilities.

If you study what shows up in the Filter section above after you have made your quick filter choice, you can teach yourself how to create other filters that will display the affiliates that you want to contact for just about any reason.

Be sure to check all the other tabs (not just the Basics tab) right above the produced affiliate list. Many miss all the important data and communication features available on each of the different tabs.
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For me it is hard to zero in on the best Genealogy filters because many of the filters are very powerful and helpful.

There are two major sections of the Genealogy that can be combined for great insight as well as communication. There is the Sort section, and there is the Filter section.

The Sort allows you to see the list in ascending or descending order depending on the sort choice. My favorite is "VersaPoints (This Month) dsc". This brings the active affiliates
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Affiliate since: 06/27/2014, Power Rank: 99999999 | Read Olawale's 109 other Ask SC answers

Hi Milena, the purpose of the filter tool is to help create any view reports you want on your affiliates. The best genealogy filter tools to use are as follows:

1. The Sort Tool: Use the Sort tool to select specific category of your affiliates.
- Arrange them based on current month VersaPoint; date joined SFI;last login; Keycode; SFI ID etc;
- You can choose to sort them in ascending or descending order.
- Sort based on date joined, last login etc..

2. The Filter Tool: Use the Filter tool to get specific range of results on your affiliates:
- Example how many affiliates whose power rank 'equals to', 'less than', or 'greater than' 10.
- Determine country rank, class rank, city etc of a range of affiliates;
- Evaluate your business success e.g how many affiliates are new TLs, new EAs etc. in the current month;

3. Quick Filter: Use the quick filter tool to do the following:
- Know new PSAs in the last 30 days, 10 days, yesterday, today etc.
- Number of inactive PSAs in the last 30 days, 60 days, 90 days etc.
- Know your current movers on the movers tab.
- New EAs this month.
- EAs last month and not yet EAs this month - this help you contact the affiliates concerned.

Good luck!
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Hi Milena, the purpose of the filter tool is to help create any view reports you want on your affiliates. The best genealogy filter tools to use are as follows:

1. The Sort Tool: Use the Sort tool to select specific category of your affiliates.
- Arrange them based on current month VersaPoint; date joined SFI;last login; Keycode; SFI ID etc;
- You can choose to sort them in ascending or descending order.
- Sort based on date joined, last login etc..


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

The Genealogy tool is one of the most powerful management tools we have at SFI because it is so flexible. Its sorting capacity allows us to both monitor and group our various affiliates for mailings, assigning TCredits, or even reassigning our own affiliates. Because we can make our own filters, as opposed to just the Quick Filters, we have many, many options. Here are some of the ones I like to use:

"This Month's VP > 1 and Generation = 1" gives me all my currently-active direct PSAs.

"Last Month's VP > 1 and This Month's VP < 10" gives me all my affiliates who have currently done less than a day's work this month; I need to talk to them.

Filtering by Key Code lets me compare not only how my various methods of promotion are working in terms of numbers of affiliates, but also in terms of the *activity* of those affiliates.

I've yet to use the new TCredits Welcome filters, but I know that'll be coming in August, when I start to use that more actively.
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The Genealogy tool is one of the most powerful management tools we have at SFI because it is so flexible. Its sorting capacity allows us to both monitor and group our various affiliates for mailings, assigning TCredits, or even reassigning our own affiliates. Because we can make our own filters, as opposed to just the Quick Filters, we have many, many options. Here are some of the ones I like to use:

"This Month's VP > 1 and Generation = 1" gives me all my currently-active
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Affiliate since: 06/09/2014, Power Rank: 99999999 | Read Olufolake 's 206 other Ask SC answers

The Genealogy filters are divided into different sections and for different purposes. The first section is the sorting out section where you easily sort out your downlines and their performances at a glance via the date they joined SFI, their rank, versa points etc.
The Second section deals with communicating with each Generation of each team including your CSAs. This is the one i'l say is the best and the most effective of all. Why? This is because you can actually speak to a certain part of your team that may not be performing well and help them without addressing the active ones.
How do you do that? You first check the generation those team members belong to and check for their sign up dates. It all depends on what you are looking for.
Are you looking for vp generated, sales generated? Are they active? The bottom line is what are you trying to address?
Based on the questions, may be you realized that a certain % of your CSAs never logged in after sign up and you want to address them, you go to the second section.
Go to date joined and input the date those CSAs joined e.g 08/18/14. Then select generation and then CSAs. Then filter.
The Genealogy Filter will bring out the number of affiliates in that category and you'l be able to address them.
Those affiliates will have a different message because you are separating them to address their issue separately. This will help to build your team faster and at the same time make everybody important in your team plus you still earn your 30 weekly points.
I recently used this Second filter part for my Generation 1 who came on the 4th of Nov 2014 and were inactive and i was impressed by my result.
I've decided to use this section again to address a certain group of my team who came in Dec last year and never logged in.
Most of these PSAs are reassigned ones and i want to help them grow. I see them as diamonds in the rough ad i'm addressing them in that light.
The Third section is the Quicker Filter section. This doesn't separate dates. It just gives you an immediate info on majorly your generation 1 e.g New PSAs today, yesterday, 10days, 20 days, Soon to be removed etc
This quicker filter addresses only a small fraction of your team and it is to be used for immediate purposes and researches.
Hope you get what you are looking for.
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The Genealogy filters are divided into different sections and for different purposes. The first section is the sorting out section where you easily sort out your downlines and their performances at a glance via the date they joined SFI, their rank, versa points etc.
The Second section deals with communicating with each Generation of each team including your CSAs. This is the one i'l say is the best and the most effective of all. Why? This is because you can actually speak to a certain part of
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