Click on Household Management under Patron Management to launch the Household Management page.

This is the Household Management landing page. A Household is a manually applied label you use to indicate Contacts are somehow related.

This button opens the Create New Household modal. At the top, give your Household a simple but descriptive name.

Click on Description to give some more context about who is within this Household. This field is optional, but helpful so other dashboard users know the intent of the Household and who it should contain.

Underneath, you will see a Contact List table. This table will load all Contacts associated with your Organization. You can filter this table by any of the columns, or search or specific Contact names or email addresses to add to the Household.

Once you have created a Household, it will appear on the Households table.

​Click on the triple dots under Actions to make changes or manage your Household. Just like Tags, this Actions section contains the following:

Edit Household allows you to change the name and description
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Click on Manage Details to see more in depth Household information.

When you click that button, you will land on the overview page for the Smith Household. At the top of the page - Delete Household, Edit Household, and Manage Contacts buttons. These buttons launch the same workflows as they do when you access them through the Actions column on the landing page table.

The Overview section of this page contains the following information:

This section contains a data breakdown of the Household. It contains the total Contact count, gross ticket sales, gross donated amount, gross subscription sales, and gross add-on sales across all Contacts within the House. You can apply different date range and download the data.

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The next section is the Contact List. You may remove Contacts from this Household here, or search for individuals. Click on their First/Last name to access their Contact page. Here, you may also remove individual Contacts using the trash icon or remove multiple at once using the checkboxes and 'Remove Contacts' button.

Click on Export List to download a CSV file of all Contacts. This file contains the following date: Household Name, First Name, Last Name, Email, Created Date (this is the day the Contact was added to the system), Tags.

On the Household Management page, click Suggested Matches to review contacts that share an address or phone number and adjust households accordingly

Note: This feature requires Box Office Manager or Producer user role permissions

The Suggested Matches tab will show up to three sections allowing you to easily group contacts. In each section you will see rows with the suggested pair, match reason, and actions available for that pair

Add to an existing household

In this section you can add contacts to existing households where contacts have the same address or phone number, but one contact does not already have a household associated

Clicking Add to Household will add the contact to the household of the other contact in the pair, show a confirmation message, and update the table

Clicking Dismiss will show a modal to confirm as dismissed matches are permanently removed from the suggestions

Click Yes, Dismiss to remove the pair from this tab (the contacts will not be changed) and shows a confirmation message. The table will update removing the row

Click Cancel to close the modal without making any changes

Move between households

This section will show contacts that are both already assigned to households so you can move contacts from one household into another

Click Move to Household to open a modal and select which contact to move into which household

Click Cancel to exit the modal without making any changes

Click the option that best fits for your contacts

You will see a confirmation message and the table will update

Create a new household

In the last section are contacts with a matching address or phone number where neither is already assigned a household

Click Create Household to open a modal and add a new household for the contact pair

Household name is automatically filled in with a shared last name or the last name of the first contact in the pair, but can be edited as desired

Click Create to create the new household and assign both contacts to it.

There will be a confirmation message and the table will update

Note: Household names must be unique and cannot contain any special characters

If there are no matches in a given section, that section will not show.

If there are no matches for any of the sections, there will be messaging that there are no matches to review

Suggested matches will update based on new contacts, so it is good practice to check this page regularly for new suggested matches.