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

Sort answers:
7248 votes
, () Top Author Forum Guru 10/31/2014 6:07 am
Affiliate since: 12/31/1969, Power Rank: 99999999
"What are your top tricks for getting the most out of one's Genealogy?"

The best thing to do with the Genealogy tool is sending out a weekly mailing every Sunday. Next you might want to use the Genealogy list can be used to query, or sort out the affiliates who have not logged-in within the last ninety days, with those affiliates you might want to contact on Wednesdays of every week, that’s twice a week.

And also when sending out your newsletters, all of the
...more
7234 votes
Victoria Hayton, Aff (Ontario, CA) Top Author Forum Guru 10/31/2014 4:09 pm
Affiliate since: 07/07/2014, Power Rank: 99999999 | Read Victoria's 42 other Ask SC answers
Hi Romeo,

The biggest thing that got me started was that I saw it, I got confused and I got curious. When I spent 2.5 years in "computer college", as I call it, I was always seeing what did what. An instructor called me "Tinkerbell", "Tinkie for short. To this day I'm curious.

With respect to my Genealogy, I just clicking on links and buttons to see what they did. Once I became familiar with the features like being able to see Affiliate Snapshots and
...more
7137 votes
, () Top Author Forum Guru 10/27/2014 10:46 pm
Affiliate since: 12/31/1969, Power Rank: 99999999
I think SFI has the best Genealogy I have ever seen.I can send messages to everyone.I can send to my CSA's,those that have logged in the last week-months,whatever.

We can check everything across that black bar combining several items.

My favorite is checking on my movers to see where they need help.I go to their v.p. Ledger before I send them a help e-card.Then it is more personal.

I keep a page in Notebook for messages to new people,ones that will exit soon,new
...more
7134 votes
Nadarajan Velautham, Aff (Sri Lanka) Top Author Forum Guru 10/28/2014 5:13 am
Affiliate since: 07/25/2011, Power Rank: 99999999 | Read Nadarajan's 24 other Ask SC answers
Genealogy is the database of an affiliate's Business. Each of the following pages can be clicked to see the analysis very clearly.
Basics
Versa Points
S-Builder
Communication
Affiliate Manager
Sales
G Cert.
Geographic
Reassign
T-Credits

Having said that it must also be understood that this is a number game and the different sorting facilities available makes it a great tool to manage and improve the
...more
7103 votes
Vijayan Bhat, Aff (India) Top Author Forum Guru 10/27/2014 11:23 pm
Affiliate since: 08/16/2014, Power Rank: 99999999 | Read Vijayan's 63 other Ask SC answers
Hello Friend,

To me, this question itself is more tricky as the success rate of getting down line active seems to be pretty less.

Nevertheless, you can use your Genealogy to send individual and group messages to your entire organization at a time.

You can also monitor sales activity of you team and motivate them at each stages and alert them immediately if they are short of some points that could help them to gain it before month end.

You can motivate your
...more
7100 votes
Ana Tomljenovic, Aff (Serbia) Top Author Forum Guru 11/3/2014 4:30 am
Affiliate since: 09/06/2014, Power Rank: 99999999 | Read Ana's 32 other Ask SC answers
Hello,

My top tricks for using Genealogy are using filters to group my sponsored affiliates and creating a unique message for each group.

Most of the time, I use Quick filters to reach a specific group of affiliates, e.g. New PSAs today, My movers etc. Then I contact each group by sending them a customized message. I prepare these messages in advance and save them in Notepad, so I can easily copy and paste them when needed.

I also use Genealogy to monitor activity
...more
7010 votes
Michael Dlamini, Aff (South Africa) Top Author Forum Guru 10/28/2014 8:11 am
Affiliate since: 02/08/2020, Power Rank: 99999999 | Read Michael's 202 other Ask SC answers
Hi Romeo
Genealogy is one of the best tools that SFI provides to build our businesses. Genealogy provides us lot of information about our team. You can see: VersaPoints, S-Builder, Geographic, write/read private notes/comments for your eyes only about your affiliates, etc. You can use this things accordingly to get most out of one's genealogy. It also makes you see the movers and those who are lacking behind. It helps/guides you to take take proper actions and to send proper messages to your
...more
6947 votes
Lebogang Sepesa, Aff (South Africa) Top Author Forum Guru 10/29/2014 2:18 pm
Affiliate since: 07/04/2014, Power Rank: 99999999 | Read Lebogang's 12 other Ask SC answers

Let us be honest,

There are no tricks.
The Genealogy report is what you see it to be, it gives you all the information on all the people you Sponsor and all that you Co-Sponsor. Their progress and when last they were signed on , how far their progress is and you can also use it to

Communicate with all of them at once, write down a checklist on every affiliate, even give them individual tasks.
It also helps you to know who needs help in which field. That is
...more
6907 votes
Julito Macapagal, Aff (Singapore) Top Author Forum Guru 11/2/2014 1:33 am
Affiliate since: 09/17/2014, Power Rank: 99999999 | Read Julito's 20 other Ask SC answers
My top tricks are the folloeings:
Use genealogy to monitor my downlines activity in their VP ledgers.
A. If I see that they are missing some of the action points, I immediately highlight to them.
B. Those that I see who are doing great and completing evrrything, I send congratulatory message to motivate them further.
C. Those that are have not login for quite long or have 0 points, I still send reminder emails about the business oppotunity that SFI offers.
6798 votes
Amany Ange-Desire Adjehy, Aff (India) Top Author Forum Guru 10/30/2014 12:50 pm
Affiliate since: 03/03/2022, Power Rank: 99999999 | Read Amany's 1 other Ask SC answers
One of the most needed trick in the genealogy control panel is :"THE QUICK FILTER "
From there several ways are open :
#.My movers
1.New PSA today
2.New PSA yesterday
3.New PSA last 10 days
4.New PSA last 30 days
5.New CSA today
6.New CSA yesterday
7.New CSA last 10 days
8.New CSA last 30 days
now to get the best out of it is to work with those who are willing to work ======"MY MOVERS "
i wish my answer will be helpful
...more
HOME
HOT SPOTS
CONTACT
SUPPORT
ZING
MY ACCOUNT