Automatic Household Creation
This article details how to manage Households, but it's important to start by understanding the criteria for their automated creation.
Rules for automated Household connection or creation
A complete physical address is required to automate Household connection or creation. We use the following criteria to determine a Complete Address: Street, Country, City, State OR Street, Country, Postal.
To CREATE a Household
Navigate to Supporters > Households, from the side menu
Click New Household
Enter the Household Name and Salutation
Select the Primary Supporter
Select the Transaction Attribution method for the Primary Supporter’s Transactions*
Select the Households Preferred Address**
Enter the required fields and click Create
*When creating a new Household, you'll select how the Primary Supporter’s Transactions are to be associated with the New Household. Options include: attribute all Transactions, attribute no Transactions, or only attribute Transactions not currently associated with another Household.
**The Preferred Address can be selected from already existing Addresses associated with the Primary Supporter.
To MERGE a Household
Navigate to Supporters > Households, from the side menu
Find the Household you desire to merge, click the actions menu (3 dots), and select Merge Household
Select the Merge *Loser*
Click Merge
*The Merge Loser will be deleted. Supporters, Transactions, Addresses, and Notes from the Merge Loser will be added to the Merge Winner.
To DELETE a Household
Navigate to Supporters > Households, from the side menu
Find the Household you desire to delete, click the actions menu (3 dots), and select Delete Household