When communicating with your downline, a best practice is to USE A COMBINATION of your own email along with the SFI Genealogy Mailer features.
First of all, when using the Genealogy Mailer, you accumulate points as you are allowed 30 VP each week for the utilization of this tool. Also, you can communicate with different groups within your team, PSAs, CSAs, geographic groups, various generations, etc. The important part of this feature is that weekly communications to your team are important. The group mailer is perfect for this as you don't have email addresses for those beyond your first generation. My suggestion is to address it as a team mailer, or somehow acknowledge that it is a group mailing so people have the correct perspective.
Secondly, you can contact individuals in your the generations beyond the first level through the Group mailer feature. You can select the filters and choose to identify an affiliate according to their name or SFI id number. You can then write them a personal note. Personal notes are imporant, even though they are likely to be overlooked, or even thought of as being autogenerated. Write them anyway, and contact those who are active on a personal basis regularly. Another group would be those who started and gave up. Send them a personal note through this feature and ask them if they ran into any problems or became discouraged, and offer them your assistance.
Third, Sending your PSAs and CSAs an email from your own email account adds an important personal touch. A few things about this:
1. If you have a client management software (outlook, or something similar), you can click the green envelope and send them a note from your own personal email box.
2. When writing them, let them know you are contacting them personally. This helps demonstrate the sincerity of your interest in their success. Comment on specific progress that can't readily be identified by automatic driven email tools. Again, my experience has been a lot of people have a perception that even this sort of communication is bot driven. Encourage them to contact you.
3. Frequently send quick notes. Sometimes we try to be formal and business-like. Establishing trust and confidence requires making some sort of valuable personal connection (while still being professional). This sort of note sending has often resulted in a chat-like exchange through email which can result in your offering to chat with your team member to quicken the information and conversation exchange for them.
So, basically, what is best is to utilize both venues of communication. Your personal email address with a personal note is a powerful tool as much as the amazing features of the SFI Group Mailer. Both serve an important purpose. When ever you can use both options with a team member you also increase your chances of them opening your email to them and getting past the accidental placement in the spam box.
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When communicating with your downline, a best practice is to USE A COMBINATION of your own email along with the SFI Genealogy Mailer features.
First of all, when using the Genealogy Mailer, you accumulate points as you are allowed 30 VP each week for the utilization of this tool. Also, you can communicate with different groups within your team, PSAs, CSAs, geographic groups, various generations, etc. The important part of this feature is that weekly communications to your team are important.
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