In 'Donor Management', a household helps easily connect related profiles. It is primarily designed to help give you a clearer picture of a household’s total giving history and help further personalize communications for each family – such as customizing salutations within direct mailings.
When contact information is added to 'Donor Management', a household is automatically created when several contacts have matching physical addresses in their contact records.
Note: Duplicates are flagged for review if two contact records have at least two matching names, addresses, or phone numbers. Contact records that only share an address will be made into a household.
Step 1: Navigate to the contact's profile
From your 'Donor Management' Dashboard, search for the contact you wish to create a household. Click the 'Manage household for [CONTACT NAME]' link under the contact's name.
Step 2: Edit the household
You will be directed to the 'Edit Household' page to manage household members and additional details.
Note: When creating a household manually, the physical address of each contact does not need to match, as some household members may not reside at the same address.
When you are all set, click 'Update & Save'.
Step 4: View 'Household Details'
A banner confirming the household has been updated will appear near the top of the page and you can now view its collective information on the 'Household Details' page.
What else do you need help with?
Not quite what you were searching for?
Navigate back to the Feature Overview.