New Affiliate Reminders tool

by Petko Kishev Folklor manager

Weve just added a cool little feature! You can now set reminders for follow-ups for anyone in your team. Examples: Set a reminder to confirm an affiliate has completed a task or action send

Recommended Features

affiliate
e-card
deadline
training
reminder bell

Learn more about New Affiliate Reminders tool»

Review on New Affiliate Reminders tool

New Affiliate Reminders tool

February 18, 2016 by csi4admin

Weve just added a cool little feature! You can now set reminders for follow-ups for anyone in your team.

Examples: Set a reminder to

confirm an affiliate has completed a task or action
send an e-card
remind an affiliate of a deadline
recognize their birthday or SFI anniversary
provide the next step in your training or personal consultation
etc.

To set a reminder, click the new reminder bell icon now located on your Genealogy, My Movers tab, or from any Affiliate Snapshot. screenshot_1067

Upon clicking this icon, a new page will appear where you can set the date and time you want to be reminded, and a box to enter whatever message you want to create for yourself (e.g., Send Joe an e-card congratulating him for advancing to EA). Note: YOU are the ONLY person who will see what you type here; your affiliate does NOT see this. This page will also list all reminders youve created for this affiliate.

Each reminder you set will then appear on your Alerts tab at the time and date you set. They will automatically appear for a maximum of one week. Alternately, you can dismiss them from your Alerts tab manually, at your convenience, by clicking the X located on the right side of each reminder.

Related to New Affiliate Reminders tool

Completed Task

View Traffic Exchange for Daily Sales CommissionsReceive Daily Sales Commission you must view 3 websites daily – Viewing more than 3 will be reserved for later use. Views expire in 45 days.Submit Web ...