What is a Household?
The Household tool offers a way to identify relationships and groups within your contact list. When you use households to organize your contacts, you can identify those relationships within your contact list, allowing for more enriched interactions.
Households don't need to be limited by contacts that live under the same roof. Think of it as more of an umbrella! Any groups you may want to identify goes!
Access Households through a main tab in the Contacts view. From here, you can view and manage all your households.
Create a Household
Navigate to Contacts in the left sidebar > select the Household Tab > New Household
Add Contacts to a Household
You can add a contact to a Household in two ways:
(1) Through the Household Profile
On the Household record, select the Household > Click Add Household Member and you'll have the option to Create New Contact or to Add Existing Contact.
Note - If this is the first contact you're adding to a household, Add Household Member will appear under the notice "No household members yet."
(2) Through the Individual Contact Profile
On the Contact Profile, scroll down to Associations > click Edit > Select the Household from the dropdown
When you associate Contacts under a Household, you will be able to view all Transactions, Interactions and more, right in one place! This makes it easy to manage relationships and stay-on-top of tasks to optimize your donor engagement.