What are your top tricks for getting the most out of one's Genealogy?

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7831 votes
Mar Fajardo, Aff (Ontario, CA) Top Author Forum Guru 10/29/2014 7:49 pm
Affiliate since: 05/03/2002, Power Rank: 293 | Read Mar's 582 other Ask SC answers
Your Genealogy is one of the most powerful tools to manage the growth of your SFI business. From managing the growth of your organization to sending individual and group messages to your downline and much more; this tool is indeed invaluable. Being knowledgeable about your downline will help you in designing your business strategic plan, ensuring the success of your SFI business.

My tricks in getting the most of my Genealogy:

- You can customize your messages for your downline
...more
7766 votes
Gliceria Pritchard, Aff (Australia) Top Author Forum Guru 10/30/2014 10:32 pm
Affiliate since: 11/29/2011, Power Rank: 101 | Read Gliceria's 402 other Ask SC answers
My top tricks for getting the most out of my Genealogy are as follows:

* To check the growth of my business, Genealogy is the place to go. Generation count will show how many PSAs, 1st, 2nd, 3rd, etc. generations there are and how many CSAs you have. It will also show the total of EA2 VP and non-EA2 VP; how many VP are eligible for VP Matching, and how many are ineligible for VP Matching. How many are ineligible due to your rank; and how many VP are ineligible due to the Affiliate not
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7719 votes
Peggy Pridemore, Aff (Kentucky, US) Top Author Forum Guru 10/31/2014 6:10 pm
Affiliate since: 09/02/2014, Power Rank: 99999999 | Read Peggy's 13 other Ask SC answers
Hi Remeo,

I use my Genealogy all the time. The following is some of what I do:

1) As soon as I know my new members have been added to the list I go right to my report and if, they are on line, which a lot of them are then I introduce myself even if I do not get a chance to actually reach them. They will get the message as soon as they notice it. Also, this might be the only chance you get as they might never log back in. I make up the same email to all of them and just copy
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7707 votes
, () Top Author Forum Guru 10/28/2014 1:31 am
Affiliate since: 12/31/1969, Power Rank: 99999999
The Genealogy tool is essentially a powerful database search engine that you can use to generate reports of various sorts, depending on what you desire, and then using those reports to generate weekly targeted mailers for an extra 30VP every week. There are several useful ways to use filters and sort the data:

1) Filtering on VersaPoints for this month will show you who are your most active affiliates.

2) Filtering on VP total and for ZERO VP this month will show you who
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7684 votes
Osaro Odiase, Aff (Ireland) Top Author Forum Guru 10/28/2014 7:41 pm
Affiliate since: 08/29/2023, Power Rank: 99999999 | Read Osaro's 206 other Ask SC answers
They are:

1. Filters- They enable you to search directly at the type of information you want to process. For example you can use the Red Flagged filter if you want to communicate those that are about to be removed from the system as a result of inaction or the Last Login to access those that are no more regulars at the affiliate centre. The trick here is to encourage those that are about to be removed to not miss the opportunity this organisation provides and to show concern for those
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7635 votes
Sameer Mattu, Aff (India) Top Author Forum Guru 10/28/2014 7:48 pm
Affiliate since: 04/24/2014, Power Rank: 99999999 | Read Sameer's 74 other Ask SC answers
My top tricks for getting the most out of my Genealogy are:

1. I write personal messages to those affiliates whose message box shows “GREEN,” indicating that they have confirmed their registration and are serious about SFI business. I write them every day till they respond.

2. I tell them that if they respond to me, I will send them TripleClicks Gift Certificates for just communicating with me regularly.

3. For those affiliates whose mail box in Genealogy shows
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7623 votes
Ronilo Saguit, Aff (Philippines) Top Author Forum Guru 10/27/2014 9:01 pm
Affiliate since: 08/06/2012, Power Rank: 99999999 | Read Ronilo's 408 other Ask SC answers
Genealogy is a very powerful tool on monitoring your progress and your downline's progress with SFI. Thankfully almost all the search needed to monitor these progresses are already preset at the "QuickFilters" dropdown menu.

So, "QuickFilters" are my number 1 tricks in getting most out of my genealogy. This help me plan my messages to be sent for each group in the QuickFilter. Among the Filtered search at QuickFilters are:

1. Movers - I send Tips and strategies
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7612 votes
Manohar Lal, Aff (India) Top Author Forum Guru 10/30/2014 9:20 pm
Affiliate since: 12/18/2011, Power Rank: 99999999 | Read Manohar's 240 other Ask SC answers
"What are your top tricks for getting the most out of one's Genealogy?"

Gemelogy is a powerful tool and guide to help you carry out many useful for your SFI business functions.

I apply the following tricks & tips :

1. I use the info-box given on the left hand side of the page to view my PSAs to 7 generations. The Gen Count provides the total number of PSAs I have. The third column EA2 VP shows me total Versa Points earned. Fourth column provided Non-EA2
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7598 votes
Olawale Onabajo, Aff (Nigeria) Top Author Forum Guru 10/28/2014 7:30 am
Affiliate since: 06/27/2014, Power Rank: 99999999 | Read Olawale's 109 other Ask SC answers
Hello Romeo, to get the most out of your genealogy tool means understanding it's detailed working. The genealogy tool gives a detailed report of your SFI business, and you can maximize the use of it by monitoring the activities of your affiliates as follows:


1. Create any view of reports you want to see on your affiliates:

A. Use the Sort tool to select specific category of your affiliates:
- Arrange them based on current month VersaPoint; date joined SFI;last
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7596 votes
Aina Lia, Aff (Malaysia) Top Author Forum Guru 11/1/2014 10:26 pm
Affiliate since: 10/01/2013, Power Rank: 480 | Read Aina's 157 other Ask SC answers
Genealogy is your live wire! here at SFI.

With Genealogy, you will be able to;

1) See your 'active' affiliates, and by seeing their performance, will enable you to reward them, or if something you can help to help them achieve their next level of TL rank.

2) See your new sign-ups be it PSAs or CSAs. You are able to write them a welcome letter, e-cards, provide them tips on how to do business at SFI etc.

3) With the re-assignment manager, will enable you
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