Adding Relationships

Overview

This article covers relationships between contacts.

Linked Articles:

Householding


Creating a Relationship

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

To add a relationship, select the contact you want to add the relationship to, navigate to the Profile tab, select Related Contacts, and click Add Relation on the right sidebar.

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

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

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

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Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

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