A household groups the people at one address. Use households to avoid mailing the same home twice, to canvass efficiently, and to understand giving at the family level.
Create a household
- 1Open HouseholdsFrom People, click the Households tab under the header. People, Households, and Companies are three views of the same contacts. The grid lists every household with its members.
- 2Click the + buttonName the household and give it an address.
- 3Add membersAssign people from their profiles, or from the household page itself.
Start from the person
On a profile with no household yet, the household area offers Assign household directly, often the fastest route. The address, the map, and electoral boundaries
Editing a household, search for an address and pick a suggestion. It fills every field below and geocodes the household, so its electoral areas fill in automatically. Prefer to type it yourself? Open Enter address manually; manual edits save as typed, geocode in the background, and the map pin appears once the address verifies.
A household holds every electoral area that covers it, one per boundary map your workspace has loaded, and none of them overwrites another. Depending on where you organize and what maps you hold, that might be a riding and a polling division, or a congressional district, a state senate district, a state house district, a council district and a precinct all at once. Each is labelled with the word your campaign uses — see What office a campaign is running for — and where those maps come from is covered in Boundary maps.
The household page shows a map card. Clicking it opens the location in your maps app, with the address and its area labelled on top. A status chip always tells you where geocoding stands: Located (the pin is set), Locating… (still working in the background), Address problem (the address could not be found; open Edit and fix it), or Not geocoded (geocoding is a Movement feature and your plan is below it — the address is saved and fine, it just wasn’t placed on the map). Geocoded households power canvassing turfs and delivery coverage, so a clean address pays off downstream. What each state costs and when a Locating… household resolves is spelled out in Geocoding, boundary matching, and what each costs. Alongside it in the same row of cards sit the household’s details, a Yard sign card showing this home’s sign request in the campaign you are working in, and the door notes. Set it right there if a sign went up outside the app (see Deliveries).
Keep households clean
Imports sometimes create near-identical households. The Duplicates finder has a dedicated households view for merging them. See Find and merge duplicates.
