Affiliate since: 07/08/2018, Power Rank: 99999999 | Read Ufuomaoghene's 238 other Ask SC answers

Good day Milena, how has your day been?

Nice question, and i hope i would be able to assist you the best way possible.
Well, Genealogy filter is a good tool for communicating with your downline. With the filter, it aids effective communication with your active downline. Areas you can narrow down search includes :-

1. Those who have logged on in the last 10 days or more.

2. Those affiliate that have a Standing order.

3. Shows affiliate's versa points accrued within the month and encourage the new affiliates that join to accumulate 1500 vp and above.

4. Ease of sending gift certificate to hard working affiliates to assist them in their SFI business.

5. Ease of transferring some T credits.

6. Ability to know the affiliates Geographical Area and re assign such affiliates to active affiliates in the team that are from the same country.

7.Sending of team mails to active affiliate as they respond and always willing to ask questions on their SFI business.

The best filter i use is the "Quick Filters" as it permits ease access to My movers, New CSAs, New PSAs, EA last month, standing orders, New Team Leaders this month and last day of logging on by the affiliates.

This is the beauty of such tool which has helped in my business.

Hope i was able to help.

See you at the top
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Good day Milena, how has your day been?

Nice question, and i hope i would be able to assist you the best way possible.
Well, Genealogy filter is a good tool for communicating with your downline. With the filter, it aids effective communication with your active downline. Areas you can narrow down search includes :-

1. Those who have logged on in the last 10 days or more.

2. Those affiliate that have a Standing order.

3. Shows affiliate's versa points
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Affiliate since: 11/07/2019, Power Rank: 99999999 | Read Kanishka's 11 other Ask SC answers

Genealogy is one of power tool for maintaining our down-line. You can send mails at a time to your hole down-line or you can send separately also; there are lots of filter's are available for our easy use, some of are most essential.

There are some Filter which called as primary filters - SFI ID, Last Name, Sponsor ID, VersaPoints (Total), CSA Assign Date, VersaPoints (This month), Date Joined, VersaPoints (Yesterday), VersaPoints (This Month), VersaPoints (Last Month), Power Rank, Country Rank, Class Rank, City, Profile Score, Last Login, Sales VersaPoints (This month), Sales VersaPoints (Last month), TripleClicks Referrals, Language, E-Mail Address .

We can also add these secondary filters - Rank,EA2, Red Flagged, Goals Set For Current Month, Generation, Rank Achieved For The First Time, Keycode, Online, Anniversary Of SFI Sign-Up, Birthday, Leadership Challenge Qualifier, State, Country, Confirmed Registration, Added [email protected] To Safe List, Completed Affiliate Profile, Standing Order.

And we can use these very effective 'Quick Filters' for fast access to know that affiliates who may need assistance, encouragement, recognition, etc.- My Movers, New PSAs Today, New PSAs (In last 10 days), New PSAs (In last 30 days), New CSAs Today, New CSAs (In last 10 days), New CSAs (In last 30 days), EA Last Month, Not Yet EA This Month, New EAs This Month, New Team Leaders This Month, Team Leaders, Logins Yesterday, Logins In Last 10 Days, Inactive > 30 Days, Inactive > 60 Days, Inactive > 90 Days, Inactive 320-365 Days (Removal soon).

So, there are lots of essential filter's; whom we can use time to time as per our needs. Personally, I always prefer the use of Quick Filters, because I think these are most essential and best filter's to know or understand our down line quickly.

Hope it helps you; Good Luck.



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Genealogy is one of power tool for maintaining our down-line. You can send mails at a time to your hole down-line or you can send separately also; there are lots of filter's are available for our easy use, some of are most essential.

There are some Filter which called as primary filters - SFI ID, Last Name, Sponsor ID, VersaPoints (Total), CSA Assign Date, VersaPoints (This month), Date Joined, VersaPoints (Yesterday), VersaPoints (This Month), VersaPoints (Last Month),
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Affiliate since: 11/22/2012, Power Rank: 99999999 | Read Helen's 13 other Ask SC answers

Actually there are so many filters in the genealogy, you can find anything you need to know about your downline. It is a very powerful tool and one that every Team Leader should be using on a daily basis.

Date Joined -:
When I first go into the genealogy I always first check for new sign-ups and send them a welcome E-Card. At the same time I check recent signups to see who are becoming active or have not logged in for a day or two.

I also use this filter to see how many new affiliates need to be reminded of the Fast Track offer and send a mail to them explaining the benefits.

Last Login-:
This is useful for the above as well as to see if your any active have fallen behind. Send a Help or Tip E-card after checking their VP Ledger.

Daily VP -:
I check to see the progress of my active affiliates.

Birthday -:
I try every day to find a chance to check if it's anyone's birthday and send an E-Card.

Rank -:
If anyone has qualified or re-qualified I send a Thank You or Congrats card. If I can I re-assign PSA's to my EA's or EA2's. I try to reward with gift certificates, but depends on my commissions from previous month. Not always possible.

Depending on time available, those are the main filters I use but when I can I use the others, like 'red flagged' to send a message of help or encouragement.

Best wishes
Keep motivating your team!
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Actually there are so many filters in the genealogy, you can find anything you need to know about your downline. It is a very powerful tool and one that every Team Leader should be using on a daily basis.

Date Joined -:
When I first go into the genealogy I always first check for new sign-ups and send them a welcome E-Card. At the same time I check recent signups to see who are becoming active or have not logged in for a day or two.

I also use this filter to see how many
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Affiliate since: 01/05/2015, Power Rank: 99999999 | Read TE Kate's 7 other Ask SC answers

Milena:

The Genealogy page is my all time favorite page, as far as where I spend my time "working" in my business.

The front page gives me a great overview of which level of my team is performing most actively. I change Sort by: to Last Login, and dsc. This tells me from the top of the list going down, who is most active in my team. I'll change this to VersaPoints (this month) to see which affiliates are actively gaining VP, or doing the things needed to be done to become EA.

When I run across an affiliate that has recently logged in, yet has zero VP, I then know to look at their Affiliate Snapshot. First thing I am looking for is a language barrier. If I find that their primary language is NOT English, I'll send them an email, and use google translation, and send them an email in their native language. If I can find a related video in the same language that explains how to work SFI, I will include a link to that video for them, as well as advice them of the translator button found on most SFI pages.

I use the Genealogy page to send out e-cards, and team mails. This allows me to encourage my team, or give an affiliate personal attention. SFI truly has developed a very nice format with the Genealogy page.

The most used of all my options at Genealogy, is the Reassign key. I take hours to determine where to assign new affiliates. This helps me create momentum on my team. I happily reassign PSA to ANY affiliate that has taken time to become EA, and to establish a Standing Order. It's one of the few tools I have available to reward those on my team willing to create DUPLICATION.

Play with the features on Genealogy! It's eye opening, seeing what countries folks live in, what their native language is. You can even get a snapshot of the sales each affiliate has made.

In closing, I must admit, I very rarely send an email from my gmail account to SFI affiliates on my team. When using Genealogy to send out my mailings, there is that critical OPT-OUT feature. It's no secret NONE of us want to have an affiliate OPT-OUT, however, I'd rather that feature be available for use than not. I want my team to know the option is open to them. In a very discreet manner, this is my way of allowing them full choice in the matter, and letting them know that I am interested in keeping a team that CHOOSES to stay a team member.

Play with the page! Use it to customize your team!
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Milena:

The Genealogy page is my all time favorite page, as far as where I spend my time "working" in my business.

The front page gives me a great overview of which level of my team is performing most actively. I change Sort by: to Last Login, and dsc. This tells me from the top of the list going down, who is most active in my team. I'll change this to VersaPoints (this month) to see which affiliates are actively gaining VP, or doing the things needed to be done
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Affiliate since: 12/31/1969, Power Rank: 99999999

I like the full genealogy when I am using the filters. Once a month I go through each of the filters, because they give me a different perspective on how my whole group is progressing. I also use different sorts once a month for the same reason.

Most of the time I use the sort for todays VP. That lets me know how my workers are progressing. If I see that they aren't getting the VP they should on a particular day, I go to their ledgers and check and see if they are missing something or if I can give them a helpful tip.

I use the filters if I need to see a particular person for some reason, or have a specific group I want to target and send more help to. For instance those who have worked SFI in the past and quit. I try to send this group a separate mailing every month to motivate them to do more SFi. I find out a lot from this group. They are more apt to answer my message and let me know why they quit. I use the sort to get the Total VP, and then the communication filter to send an Ecard to these members.

I use the communication filter more than most of the other filters because of the Ecard availability there.
I can sort for the group I want, then develop a common ecard and copy and paste it to every one I feel will benefit from the card. This doesn't take a lot of time and get them some information in a great way.
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I like the full genealogy when I am using the filters. Once a month I go through each of the filters, because they give me a different perspective on how my whole group is progressing. I also use different sorts once a month for the same reason.

Most of the time I use the sort for todays VP. That lets me know how my workers are progressing. If I see that they aren't getting the VP they should on a particular day, I go to their ledgers and check and see if they are missing something or
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Affiliate since: 07/24/2012, Power Rank: 331 | Read Beverly's 79 other Ask SC answers

The Genealogy is your way of finding out how your team and individual team member is doing and finding out their goals and how to help them.

All filter choices are beneficial.

I find the best choices for me the following:

1. At top is Sort by: Rank, VP this month or VP total - descending for all

2. Under Sort by selection box is another choice box.
I mostly use Date joined – actual date or greater than a date.

I also use 'CSA second home assignment.' Put in date or greater than date. You will receive these from the pool when you are a Team Leader. Send a welcome letter.

3. In the third choice box I use Generation: Level 1 comes up automatically or choose level 2, 3 ...or CSAs.

I also use Country. It is great for reassigning affiliates. Check the box of affiliates you want to reassign, copy and paste affiliate SFI # of affiliate you want to assign to. Then submit. Do the same for assigning TCredits and Gift Certificates (make you have money in your Gift Certificate Manager first.) These choices are on the top of the page of your list of affiliates.

To find out the language spoken, profile, VP ledger and more click on their name or SFI #.

4. At bottom: Quick Filters, EA last month, not EA yet this month.

You can already see if an affiliate is having a birthday, anniversary etc at the very bottom of the genealogy page. Also fast track – gold airplane for standing order of 1500 VP + and silver airplane for those who chose to purchase the new member pack or other merchandise at the TripleClicks store worth at least $20.00. If you can afford to give a gift certificate for $20.00 direct your affiliate to purchase the New Member Pack at https://www.tripleclicks.com/detail.php?item=381607 Let them know that a Standing Order of 125 TCredits or an order of 200 TCredits will qualify them for gold track. They also have to complete Getting Started Actions with airplanes beside them.

If the affiliate is in their first ten days of joining, a green airplane will be beside their name indicating they have 1-10 days left to qualify, and a red airplane 72 hours or less to become a fast track member.

Check their join date to know more accurately how much time they have left.
You can check an individual Affiliate’s VP ledger to see how they are doing and send out a tip using an eCard or team mail. When using eCard check to see if they have whitelisted their email. It will be a green envelope on your genealogy list. Don’t forget than you can ask any of your upline for help.

You can also follow how they are doing in the ECA Contest by clicking on their name in the genealogy. There are six levels until entered into the finals. When you click on their name you will see whether they are over or under the line. Let them know if they need to increase VP or that they will be automatically entered again when becoming a Team Leader.

These are only a few of the best. Look around for yourself to see what you can find out.


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The Genealogy is your way of finding out how your team and individual team member is doing and finding out their goals and how to help them.

All filter choices are beneficial.

I find the best choices for me the following:

1. At top is Sort by: Rank, VP this month or VP total - descending for all

2. Under Sort by selection box is another choice box.
I mostly use Date joined – actual date or greater than a date.

I also use 'CSA second
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Affiliate since: 03/31/2013, Power Rank: 99999999 | Read Tom and Diana's 69 other Ask SC answers

Mostly I use the Quick Filters for most of my activities.

1. “Movers” You might think this one is redundant since you have the Movers Red Tab. The difference is the filter is more extensive and comprehensive than the Tab. Where my Tab may have six “movers” listed the Movers Quick Filter will display 11 or more depending on activity. It will show everyone who has logged in regardless of activity.
2. “EA last month, not yet EA this month” This is self explanatory. Encourage those who have showed great promise but who, for some reason, are lagging behind.
3. I often use the various “Inactive” Quick Filters. One never knows when you might wake someone up and they hop back on board. BTW... I was one of these. I was inactive for months and woke up with the help of my sponsor and I am forever in her debt!
4. One other I use (NOT a quick filter - In the second line of Filters) frequently is the “Country” filter. I like to reassign PSAs from specific Countries and Regions to my active PSAs. The hope being that someone from their own part of the world and who speaks their language might just wake some up to the advantages of this business.

I use all of the filters in some capacity most all of the time (I love the Genealogy page!!) but these are my favorites. Hope this is some help.

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Mostly I use the Quick Filters for most of my activities.

1. “Movers” You might think this one is redundant since you have the Movers Red Tab. The difference is the filter is more extensive and comprehensive than the Tab. Where my Tab may have six “movers” listed the Movers Quick Filter will display 11 or more depending on activity. It will show everyone who has logged in regardless of activity.
2. “EA last month, not yet EA this month” This is self explanatory. Encourage
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Affiliate since: 02/16/2015, Power Rank: 99999999 | Read Russell's 68 other Ask SC answers

I don't know about anyone else, but the only genealogy 'filter' I need or use yet is not actually a filter per se. I simply switch from the full version of the genealogy to the condensed and then I use the sort function instead.

Perhaps when I've been with SFI for long enough to have thousands, and tens of thousands of PSA and CSA, then I will need to extensively need genealogy filtering but for now I just have 500-600 total affiliates in my down line. With the full genealogy, I have like 11 pages of affiliates.

When I click over to the condensed, only those affiliates that are EA, have SO or have logged in during last 90 days are displayed. In my case, the number of genealogy pages drops from eleven down to a manageable 5. From there I only need to use the sort feature to find exactly who/what I'm looking for in a super easy way.

Use the filters if you wish, certainly. And do read through the other answers you'll get here for this question. But remember that filtering isn't the only way because sorting the condensed genealogy results is also a fast and effective method of 'filtering'


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I don't know about anyone else, but the only genealogy 'filter' I need or use yet is not actually a filter per se. I simply switch from the full version of the genealogy to the condensed and then I use the sort function instead.

Perhaps when I've been with SFI for long enough to have thousands, and tens of thousands of PSA and CSA, then I will need to extensively need genealogy filtering but for now I just have 500-600 total affiliates in my down line. With the full genealogy, I have
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Affiliate since: 12/18/2011, Power Rank: 99999999 | Read Manohar's 240 other Ask SC answers

Hello Milena !

1. Genealogy is a report that is also one of your most powerful resources in SFI. The Genealogy lists your PSAs, their PSAs (Generation 2), and so on, down to Generation 7 (G7).

2. Your Genealogy may not contain affiliates who have been inactive for six months or more, in order to prevent clutter in the report.

3. Use your Genealogy to manage your growing organization, send individual and group messages to your entire organization (or any segment), monitor sales activity, award gift certificates, reassign sponsors, and more. Access your Genealogy report HERE (www.sfimg.com/Reports/Genealogy). Available with a minimum 500 VersaPoints.

4. FILTERS

Apply filters to easily pull up subsets of your Genealogy. For example: You can pull up every affiliate in your group who joined on, before, or after a specific date and with a specific Key Code or rank.

5. Filter options may vary depending on the tab format you select and include these primary filters: SFI ID; Last Name; Sponsor ID; VersaPoints (Total); CSA Assign Date; VersaPoints (This month); Date Joined; VersaPoints (Yesterday); VersaPoints (This Month); VersaPoints (Last Month); Power Rank; Country Rank; Class Rank; City; Profile Score; Last Login; Sales VersaPoints (This month); Sales VersaPoints (Last month); TripleClicks Referrals; Language and E-Mail Address

6. You can add these secondary filters (to further refine your results):
Rank, EA2, Red Flagged, Goals Set For Current Month, Generation, Rank Achieved For The First Time, Keycode, Online, Anniversary Of SFI Sign-Up, Birthday, Leadership Challenge Qualifier, State, Country, Confirmed Registration, Added [email protected] To Safe List, Completed Affiliate Profile and placed Standing Order

7. Quick Filters

Check out these QuickFilters for fast access to information that can specifically help you identify affiliates who may need assistance, encouragement, recognition, etc.:

My Movers, New PSAs Today, New PSAs (In last 10 days), New PSAs (In last 30 days), New CSAs Today, New CSAs (In last 10 days),New CSAs (In last 30 days), EA Last Month, Not Yet EA This Month, New EAs This Month, New Team Leaders This Month, Team Leaders, Logins Yesterday, Logins In Last 10 Days, Inactive > 30 Days, Inactive > 60 Days, Inactive > 90 Days, Inactive 320-365 Days (Removal soon)

These filters are quite self-explanatory, you can apply them depending upon your requirement. In practice, CSA filter and Movers filter are quite sufficient for our success in SFI business.

Hope it helps
Cheers! Have a Nice Day !!

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Hello Milena !

1. Genealogy is a report that is also one of your most powerful resources in SFI. The Genealogy lists your PSAs, their PSAs (Generation 2), and so on, down to Generation 7 (G7).

2. Your Genealogy may not contain affiliates who have been inactive for six months or more, in order to prevent clutter in the report.

3. Use your Genealogy to manage your growing organization, send individual and group messages to your entire organization (or any segment),
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Affiliate since: 04/26/2015, Power Rank: 99999999 | Read Rosman's 2 other Ask SC answers

What are the best Genealogy filters to use and why?

Hi Milena Despotovic. The SFI Genealogy has many powerful features and capabilities.
First, you'll notice the top of your Genealogy page contains an "info box". The left side of the box contains the number of affiliates contained in each generation in your downline. The center section contains fields in which you'll be able to select your Genealogy sorts and filters. You'll also see an option for group e-mailing.
The Genealogy tabs allow you to view your data in formats that best fit your objectives.
Basic - SFI ID, name,date joined,last login
VersaPoints
S-Builder -your team member's recent S-Builder participation.
Communication -his/her email addresses
Aff Mgr - data culled for each affiliate,profile scores,completed profiles or not, active standing orders, confirmed registrations, and whitelisted [email protected]
Sales - TC referral total, current SVP and previous month's SVP.
Gift Cert - to award gift certificates to your affiliates
Geographic
Reassign
TCredits -to transfer TCredits
CSA Assign Date
Language
Red Flagged
Goals Set For Current Month
Generation
Rank Achieved For The First Time
Keycode
Online
Anniversary Of SFI Sign-Up
Birthday
Leadership Challenge Qualifier

And check out these QuickFilters for fast access to information that can specifically help you identify affiliates who may need assistance, encouragement, recognition, etc.:
My Movers
New PSAs Today
New PSAs (In last 10 days)
New PSAs (In last 30 days)
New CSAs Today
New CSAs (In last 10 days)
New CSAs (In last 30 days)
EA Last Month, Not Yet EA This Month
New EAs This Month
New Team Leaders This Month
Team Leaders
Logins Yesterday
Logins In Last 10 Days
Inactive > 30 Days
Inactive > 60 Days
Inactive > 90 Days
Inactive 320-365 Days (Removal soon)

I hope this help.
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What are the best Genealogy filters to use and why?

Hi Milena Despotovic. The SFI Genealogy has many powerful features and capabilities.
First, you'll notice the top of your Genealogy page contains an "info box". The left side of the box contains the number of affiliates contained in each generation in your downline. The center section contains fields in which you'll be able to select your Genealogy sorts and filters. You'll also see an option for group e-mailing.
The
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