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This documentation assumes you are editing an existing Household. When creating a new Household, youโll be able to automate your desired Transaction Attribution model.
A Transaction can only be attributed to a single Household at one time.
While you can view Transactions attributed to a Household on the Household profile, you will need to add or remove this attribution from a Transaction profile.
Add a Transaction to a Household
Open the desired Transaction profile
From the General Tab, scroll to the Household card
Click Add Household
Search and select the desired Household OR Click to create New Household
Remove a Transaction from a Household
Open the desired Transaction profile
From the General Tab, scroll to the Household card
Click the Remove Icon on the Household row