Getting started with_dlm[1]

Getting Started with Downline Manager
Avon’s Downline Manager is an online tool that allows you to analyze your Leadership business, anticipate actions
you should take to help it grow, and monitor your success.
What can you do with Downline Manager? View Campaign activity for your entire Downline almost
as it happens, customize information, access 20 different reports in your preferred format, and correspond with your
Downline using eMail, eCards or mailing labels (for US Postal Service mailing).
What does this mean to your Avon business?
• You have immediate access to information that allows you to adjust Campaign efforts to achieve the best results.
• Time you previously spent organizing your business is freed up so you can concentrate on building it instead. No
more time spent creating and/or searching through multiple folders, binders or stacks of papers for critical
information. It’s all there at the click of a mouse!
• You can communicate with your Downline quickly and easily. No looking up contact information, no retyping
multiple messages, no switching to a separate eMail program when you want to send messages or eCards. You
save huge blocks of time!
• Access to timely information about each member of your Downline gives you the ability to act quickly and ef-fectively
to help them make the most of their Avon businesses, too.
How do you get started with Downline Manager?
The Downline Manager Reporting system is only available to Leadership Representatives – Candidates and above –
who are also eRepresentatives. If this describes you, read on to discover how to get started with Downline Manager.
• Log in to yourAVON.com and click
the Go to Downline Manager link.
• Alternately, click the Sales
Leadership tab and select Downline
Manager from the left side menu.
Getting Started with Downline Manager | 021012 1

Getting Started with Downline Manager – Home Page
When you log into the Downline Manager, the Home page displays.
Through the graphs, statistics, action items and links on the Home page, you have real-time access to
information about the Downlines in your Leadership Unit – 24/7. The Home page is organized by:
Summary Graphs
The Total Representatives and
Total Unit Sales graphs show your
Leadership Unit’s achievements
for the previous 6 Campaigns.
The Total Unit Sales graph also
compares the totals with the
same Campaigns from the
previous year.
HINT: You can save or email a
summary graph by using your
mouse right-click options.
Statistics Panels
Panels summarize activity for the
Current and Next Campaigns -
a Campaign breakdown of your
achievements and your first,
second, and third generation.
This information is updated daily
so you can quickly gauge your
Leadership Units’ health through-out
the current Campaign and
into the next Campaign.
The Closed Campaign
Comparison panel allows you to
select any two Campaigns that
have closed in the prior year
and compare results.
Action Items
Updated on a daily basis, Action
Items are based on the activity
in your Leadership Unit for the
current and previous Campaign.
The action items are direct links
to Reports that you can use to
contact your Representatives or
use as a starting point for more
analysis. Click on any item in the
list to display the related report.
Reports and Saved Reports
Each Downline Manager report
contains information for the
Representatives in your first,
second, and/or third generation
who match specific criteria.
Default Reports contain
pre-defined information, but you
also can customize the criteria
so you can better analyze your
Leadership Unit.
To view a Report, click a link in
the Reports list on the Home
page, or select from the
Leadership Reports drop menu
at the top of the page*.
Top Menu
The top menu gives you direct
access to information and tools
available to you through
Downline Manager.
When you are finished working
with Downline Manager. Click
Log Out to end your session.

Getting Started with Downline Manager – Reports
When you work with a report in Avon’s Downline Manager, you’ll usually follow 5 steps:
STEP 1: Select the Report*
You can access reports in 3 ways
through Downline Manager:
A. Mouse over the Customize a
Report tab in the top menu and
Click a report from the drop menu.
• This displays a criteria screen
that allows you to define the
report parameters.
• Select the display and
customize the format of the
report so the information is
sorted to your preference.
• Use the information in the
report to plan longer-term
action plans.
B. Mouse over the Avon Generated
Reports tab in the top menu and
Click a report from the drop menu.
C. Click an Action Item report link
from the list in the Action Items
panel on the Home page.
• Action Item links display reports
of Representatives who match
specific action item criteria.
• The report displays as a web
page that you can use to take
immediate action.
D. Click on a new or saved report
link from the panels on the Home
page.
• This displays the same criteria
screen accessed through (A).
NOTE: See page 6 for details about the
types of available reports.
A B
C
D

STEP 2: Customize the report criteria
The selection screen allows you to
customize criteria to make the report
broader or more focused.
Each report selection screen has criteria
that are relevant to that report.
• Click the drop-down arrow on the
side of the criteria to display a list of
choices, and then click the choice
you want.
Nesting Opt-in: An indicator of whether
an Upline has opted in to the Nesting
Program. Nesting Opt-in indicator can be
found in different reports.
For detailed instructions on using this
report, click Report Help here.
STEP 3: Choose the desired data format
You can view a report in a variety
of data formats:
• Web Page
• Adobe PDF
• Excel
• Mailing Labels (Avery 5160
or those w/o eMail)
NOTE: See page 6 for details about the
report data formats.
For detailed instructions on using this
feature, click Report Help here.

STEP 4: Change the format of the report
(OPTIONAL) In addition to defining the
criteria for a report (STEP 2), you can specify
how the information should appear on the
report. Click the Format button at the
bottom of the report criteria screen.
• Check the fields you want included
in the report.
• Define up to 3 levels of sorting with
the “Sort By” drop menus.
• Specify whether the results are
displayed in ascending or
descending order.
• Click the Reset button at the bottom
of the page to return to the default
report selections.
When you are finished customizing the format
options, click the Return to Next Step button
to return to the report criteria page.
STEP 5: Show the Report
After defining the parameters and data
format for the report, click the Show
Report button at the bottom of the report
criteria page.
• Click Report Help to review information
about the report you’re viewing.
• Click Edit Report to change the search
criteria and create a new report.
• Click Home to stop viewing the report
and return to the home page.
• Select another format from the drop
menu and Click Run Report to view
the report in a different format.
• Click Send Bulk EMail to send a
message to Representatives who have
an eMail address.
• Click Send Ecard to send an eCard
to Representatives who have an eMail
address.
• Click the column heading of a web
based report and it will be sorted
according to that column.
NOTE: Report format, size of your Downline and
modem speed will affect how quickly the report
results are displayed.
For detailed instructions on using this feature, click Help here.

Types of Reports
With Downline Manager you have access to 20 different
reports. Each of these contains specific information and/ or data about the Representatives in your Downline and is either updated daily or at the close of each Campaign:
• Avon Anniversaries lists your Downlines based on the
number of years they have been with Avon. Updated daily.
• Avon Generated Report allows Avon to upload Upline specific reporting. These are various reports that Avon
generates for you so you can see your own and your
Downline members’ performance results that are currently offered via Customize a Report. eg. BIYS bonus payouts & clocks, incentive goals, marketing promos, etc.
• Birthdays lists your Downlines based on their birthday.
Updated daily.
• Follow-Up lists Representatives in your first, second, and/or third generation who have not yet submitted an order up to 3 days prior to their RPS update. Updated daily.
• Geographic Search enables you to search for
Representatives in your first, second, and/or third generation who are within a geographic radius of a specific zip code. Updated daily.
• Hold Orders lists Representatives in your first, second, and/ or third generation who have a hold on their account
because of a past due amount. Updated daily.
• Leadership Performance lists Leadership Representatives, their achievements, and those of their Downline during a specific Campaign range.
• Nested Downline allows you to identify the members of
your Downline who have been Nested.
• New Appointments lists newly appointed Representatives in your first, second, and/or third generation. Updated daily.
• New Uplines lists Representatives new to Leadership.
Updated daily.
• No Orders lists Representatives in your first, second and/or third generation who have not submitted an on-time order up to, and including, the current RPS. Updated daily.
• Orders lists Representatives in your first, second and/or third generation who have submitted an on-time order up to, and including, the current RPS. Updated daily.
• Past Due lists Representatives in your first, second and third generation, both active and removed Representatives, who have past due balances ranging from Past Due 1 Campaign through Past Due 11 Campaigns. Updated daily.
• President’s Club lists Representatives in your first, second, and/or third generation who have achieved a President’s Recognition Program level; President’s Club, Honor Society, Rose Circle, David H. McConnell Club, President’s Council, or President’s Inner Circle.
• Removals lists Representatives in your first, second and third generation whose Avon Account has been removed. Updated daily.
• Representative Search enables you to search your
Downline to identify a specific Representative, or
Representatives, who share specific characteristics.
• Sales lists Representatives in your first, second and/or third generation based on their award sales. Updated daily.
• Title Advancement lists Representatives in your first, second, and/or third generation who have advanced their Leadership title (from untitled to Unit Leader, Advanced Unit Leader,
Executive Unit Leader, or Senior Executive Unit Leader).
Updated based on last closed Campaign.
• Title Demotion lists Representatives in your first, second,
and/or third generation whose Leadership title was demoted because they did not meet the qualifications to maintain their Leadership title. Updated based on last closed Campaign.
• Titles at Risk lists Representatives in your in your first,
second, and/or third generation whose Leadership title is
at risk of being demoted because they do not meet the qualifications to maintain their Leadership title. Updated based on the last completed Campaign.
• Genealogy Tree View enables you to display a
snapshot of your Downline and to view details about each Representative in your Downline. You can display a snapshot of your entire Downline or select a Representative to use as the top of the tree. It allows you to identify your Nested Downline by color. If the Representative’s box is shaded pink, it has been Nested. You will also be able to see pre-Nested Campaign performance for Nested Downline.
Report Formats
You can view a report in a variety of data formats
• Web Page: This default format shows the results in a
convenient online report. This report format gives you the most flexibility for accessing and/or editing report data.
• Acrobat (PDF) File: When you select this format, a new
window will display with the report in a “document” format. You can print or save a copy of the PDF file using the icons at the top of the window.
• Mailing Labels (Avery 5160): Select the version (Laser or Inkjet) compatible with your printer. A PDF window will appear with the name and address of each Representative in a label format you can print (using Avery 5160 label paper) and use to address postcards or other correspondence you want to mail.
• Mailing Labels (Those w/o Emails): Select this option
to create mailing labels for Representatives who don’t
have an eMail address. Choose the option (Laser or Inkjet) compatible with your printer.
• Excel: Selecting this option displays the report in a Microsoft Excel spreadsheet format. Depending on your experience with spreadsheets, you can save the report to “tweak” the information to answer “what if” questions.

Getting Started with Downline Manager – Communication Tools
Communicate with your Downline Representatives easily and efficiently – and all from within Downline Manager!
eCards
Send electronic postcards to Representatives in your Downline or to anyone with an eMail address.
A
B
C
Create an eCard
• Select Create New eCard from the drop menu under the
eCard tab in the top menu. You can also send an eCard
directly from a within a web page format report.
• Select a Language from the drop menu at the top of the
page. Cards are available in English and Spanish.
• Select an eCard to send from multiple categories by
clicking on the card image. (A)
• Enter your eCard content by typing in the provided fields.
Most of the eCards have suggested message text that
you can customize as well as space for your name and
eMail address. Click Next. (B)
• Preview how your eCard will look. You can also print it out.
Click Next. (C)
What can you do with eCards?
• eCards are a great way to “talk” to
your Downline to acknowledge,
congratulate, encourage, remind,
invite, or mentor them.
• eCards give you an easy and quick
way to “talk” to prospects. Develop a
list of prospects and send everyone
on the list an eCard.
–– To send a personalized eCard, see
page 8 of this guide for instructions.
–– To send an eCard to a specific
group, run a report and click on
send eCard to select the recipients.
• eCards even let you verify which
recipients viewed their eCard and
how often they viewed it – then you
can take the next step!
For detailed instructions on using this feature,
click Help here.

Send an eCard(s)
• Select recipients for your eCard by:
• Manually entering individual eMail addresses
• Uploading a list of addresses
• You can send an eCard to one Representative or to
several recipients (this is referred to as bulk eMail).
• Click EMail Address Check (optional) to make sure your
eCard arrives as intended.
• Click Send Now! and your eCard is on its way!
Manage eCards
eCard Manager keeps a record of your current and past
eCards. To access:
• Click eCard Manager from the eCard tab in the top
menu, or, if you are already in the eCard page, just click
the eCard Manager tab.
eCard manager lets you:
• Review the Details about an eCard you sent: Click the
Details icon at the beginning of a listing to review the
details. On the eCard Details screen, note the number of
recipients who were sent an eCard as well as the number
of times they have viewed it. When you finish, click Back.
• Add recipients to an eCard before you send it: Click add
recipients next to an eCard that hasn’t yet been sent, and
then enter or select names to add to the list. When you
finish, click Send Now!
• Identify the eCards you want to delete. Click the check
box after each eCard you want to delete, and then
click Delete.
eCard Settings
Standard entries on eCards can be defined through the
eCard Settings page. You can define automatic entries for
fields such as: the number of recipients that will be displayed,
your name, a location, address, phone number, your eMail
address, and any constant message you want to include on
all eCards. To access eCard Settings:
• Click eCard Manager from the eCard tab in the top
menu, or, if you are already in the eCard page, just
click the eCard Settings tab.
• Fill in the desired fields.
• Click Save when you are finished.

eMail
You can send eMail messages directly from within Downline Manager - without having to open your eMail program!
Create and send eMail
• To send an eMail to recipients identified by a report,
you can initiate a message directly from a report
page (A):
• While a report is displayed, click the eMail
address of the Representative you want to
eMail.
• To send an eMail to multiple recipients identified
in the report, click Send Bulk eMail. When the
recipients list displays, click the selection box
to deselect Representatives you don’t want to
send an eMail to, then click Click here to
compose an e-mail.
• You may also compose and send an eMail by
clicking the eMail tab in the menu.
• When then the Compose Email - NEW screen
appears (B), the To field will either be blank or show
the name of the recipient(s) you selected. You may
enter new recipients by selecting eMail addresses
from a list, your address book, or hand typing the
address.
• NOTE: If you selected a group of names from a
report, the recipients’ names are shown in the BCC
field. A Blind Carbon Copy means each recipient
will receive the eMail with only her name in the To
field.
• Click in the Subject field to enter the text for the
Subject.
• Click in the text area and enter your message.
• Click Send. Your eMail message is on its way!
NOTE: You may send, but not receive, eMail from
Downline Manager. When you send eMail from Down-line
Manager, the system uses your eMail address as
the sender (the From address). If a recipient replies to
the eMail, it will be to your eMail address, so you should
regularly check your eMail using your standard eMail
program.
For detailed instructions on using this feature,
click Help here.
A
B

Mailing Labels
Although sending eMail or an eCard is a time and cost efficient way to stay in touch, there are occasions when you will want to
send communications by standard US Postal Service mail. Downline Manager simplifies postal mailings by giving you the tools to
print mailing labels to individuals or groups quickly and easily!
Print Mailing Labels from a Report
• From the Report criteria page select the Mailing Labels
format compatible with your printer from the data format
drop menu. Click Show Report and a PDF window of the
mailing labels displays.
• Click the Print icon in the PDF window to print the labels.
Click the Save icon if you prefer to print the labels later.
• NOTE: Be sure you are using Avery 5160 (or comparable)
label paper compatible with your printer and that the
paper is properly inserted in the printer.
• Click the “X” at the upper right of the window to close the
PDF window when you are finished.
For detailed instructions on using this and other features and reports, click Help here.

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