Households and relationships are ideal for tracking and organizing related supporters in your contact database. You can define relationships, set a primary contact for a household, and view summaries for entire households.
Add households 🏡
From the Contacts tab, select the contact you want to edit or create a new household with.
Click on the Relationships tab and choose Join Household or Create New.
Fill in a household name (for internal use in your dashboard) and an optional "envelope" name (used for Engage).
Click either Add to household or Create Household
Contacts can only belong to one household at a time.
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.
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.
Add relationships 👩👧👦
The relationship module may pop up when you add someone to a household. Choose the appropriate relationships and click Add to household to complete the link.
This is an optional setting – 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 Relationships and then Add relationship.
Search for the contact you want to create the relationship to.
Choose the appropriate relationships and click Create Relationship.
To update or remove a relationship, click on the three dots [...] next to the relation and click Edit relationship or Delete relationship.
A deleted relationship can be re-created.
Household summaries 📈
If you have a household made up of multiple contacts, and at least one of the contacts has donated to your Givebutter campaign, you'll see a giving summary for the entire household under the Relationships tab. The household summary can be configured to view data from different time periods:
Year to date
Last year
All time
The household summary includes:
A chart of the household's total contributions, broken down by contact
Total number of individual transactions made in the time period
Average donation amount
Amount of the most recent donation
Largest donation a member of this household has given
Relationship options 🧑🤝🧑
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