Skip to main content

How To Include Both Spouses As A Contact In DripJobs

In this article, you will learn how to include both a client and their spouse in DripJobs when only one contact is supported, especially in states where contracts must be signed by both spouses to be legally valid.

Written by Bennah Marie Eliseo

1. Click on "Contacts"

Click on "Contacts"

2. Click on a Specific Client

Click on a specific client

3. Click on "Edit"

Click on "Edit"

4. Click on the Client's First Name Field

Click on the client's first name field

5. Add "And [Spouse's Name]" After the Existing First Name

Add "And [Spouse's Name]" after the existing first name

6. Save the Changes

Save the contact

7. The Contact Will Now Display as "Husband and Wife Last Name" and Both Can Sign Together

The contact will now display as "Husband and Wife Last Name" and both can sign together

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.

Did this answer your question?