Households and relationships are ideal for tracking and organizing related supporters in your contact database. You can define relationships and set a primary contact for a household.
Add households 🏡
From the Contacts page, click on the contact you want to add to a household to. Contacts can only belong to one household at a time.
Click on the Relationships tab at the top of the page, locate the Household section and choose Add Household.
In the popup window, select or search for an existing household name, or click Create new household.
If you click on an existing household, you'll be redirected back to the contact's Household section. If you create a new household, you'll be prompted to enter:
Household Name
Envelope Name (optional, used for Engage direct mailings)
Any additional household member names (optional)
Click either Add to household or Create at the bottom of the window.
Household information is included in transaction exports.
Edit members ✏️
From the Contacts tab, select the contact you want to edit.
Click on the Relationships tab, and all the current household members will appear in the section labeled with the household name.
Click the three dots [...] next to the person you want to edit.
To remove a member from a household, click Remove from household on the right side. (Removed household members can be added back to the same household later.)
To change the primary contact of a household, click the checkbox next to the member you'd like to make the primary contact.
Add relationships 👩👧👦
The Relationships section will appear below Households in a contact's Relationships tab. Relationships are optional – you can still add contacts to a household without defining their relationships.
You can also add relationships for people who aren't in the same household! This is convenient if you have contacts that are co-workers, friends, or otherwise have relationships that wouldn't put them in the same household.
Locate the contact you want to update, click on the Relationships tab, and scroll down to the Relationships section.
Click Add relationship, and in the popup, search for the contact you want to create the relationship with.
Choose the appropriate relationships and click Add.
To update or remove a relationship, click on the pencil or trash icon next to the relation. A deleted relationship can be re-created later.
Full list of all relationship options 🧑🤝🧑
Full list of all relationship options 🧑🤝🧑
Aunt
Brother
Brother-in-law
Co-worker
Cousin
Daughter
Daughter-in-law
Employee
Employer
Father
Father-in-law
Friend
Granddaughter
Grandmother
Grandfather
Grandson
Husband
Mother
Mother-in-law
Nephew
Niece
Partner
Roommate
Sister
Sister-in-law
Son
Son-in-law
Spouse
Step-brother
Step-daughter
Step-father
Step-mother
Step-sister
Step-son
Uncle
Wife
Other