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How to use contact households and relationships
How to use contact households and relationships
Add relationship information with our households feature
Sunny avatar
Written by Sunny
Updated over a week ago

Add household info 🏑

  • From the Contacts tab, select the contact you want to edit.

  • Click on Household and choose Join Household or Create New.

join or create a new household
  • Fill in a household name (for internal use) and an optional envelope name which will be used for Engage emails.

    envelope name
  • Click either Add to household or Create Household

    • Contacts can only belong to one household at a time.

Edit or remove info ❌

  • From the Contacts tab, select the contact you want to edit.

  • Click on Household and all the household members will show.

  • Click the three dots (...) next to the person you want to edit.

  • Choose Remove from household or Make primary contact.

    • Changing a primary contact will take effect immediately.

    • Removing a household member will pop up a confirmation screen.

    • Removed household members can be added back to the same household.

remove from household or make primary contact

Add and edit info πŸ‘©β€πŸ‘§β€πŸ‘¦

The relationship module may pop up when you add someone to a household. Simply choose the appropriate relationships and click Add to household.

the lapaz sisters

You can also add relationships for people who aren't in the same household.

  • Locate the contact you want to update.

  • Click on Relationships and then Add relationship.

  • Search for the contact you want to create the relationship to.

  • Choose the appropriate relationships and click Create Relationship.

husband wife relationship
  • To update or remove a relationship, click on the three dots (...) next to the relation and choose from Edit relationship or Delete relationship.

    • A deleted relationship can be re-created.

Relationship options πŸ§‘β€πŸ€β€πŸ§‘

Brother

Co-worker

Daughter

Employee

Employer

Father

Friend

Grandmother

Grandfather

Husband

Mother

Partner

Roommate

Sister

Son

Spouse

Wife


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