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Automated Householding

Technical Requirements:
  • Salesforce
Developed by:
  • Groundwire
Type:
  • Core Product

By tracking individual people you can create a robust picture of each supporter. Householding lets you communicate with donors and avoid sending more than one communication to each house. This shows your supporters that you know them and aren't wasting your resources on redundant mailings.

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  • A Household is automatically created when a Contact is created
  • No Contacts lack Households, ever, making reporting on Contacts and Households easier
  • If a Contact is deleted or moved to another Household, any empty Households will be automatically deleted
  • Households are automatically named based on the names of their members
  • The automatic Household names and Household greeting can be overridden by the User when desired
  • All Contacts in the same Household will share a Home address, which will stay in sync between Contacts and Household
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