Adding Relationships

This article covers relationships between contacts.

Creating a relationship

You can easily connect two contacts with one of our stock relationships, or a custom relationship you create in Custom settings.

To add a relationship, select the contact you want to add the relationship to, and click Add Relation on the right sidebar.


Enter in the name of another contact in your database, and select their name from the dropdown.


Select the relationship type from the Relationship dropdown and select the Member of household checkbox if applicable (this will help when sending mailers).


You can see the related contact on the screen of the initial contact's profile.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request