HYS Documentation
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  • INTRODUCTION
    • About HelpYouSponsor
    • Key features overview
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  • GETTING STARTED
    • Navigation
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      • Account Information
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    • Account Setup
      • First Program Setup
      • Website Integration
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  • CORE FEATURES
    • Program Management
      • Manage Programs
      • Program Forms
      • Program Settings
      • Additional Gifts
      • Url Generator
    • Donor Management
      • Donors Table
      • Add Donor
      • Household Table
      • Add Household
      • Donor Profile Page
    • Recipient Management
      • Recipients Table
      • Add Recipient
    • Sponsorship Management
      • Sponsorships Table
      • Add Sponsorship
    • Donation Management
      • Donations Table
      • Soft Credit
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      • Message Manager
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  • ADVANCED FEATURES
    • Customization Options
    • Reporting and Analytics
    • Progress Reports
      • Create Progress Report
      • Add Progress Report Data
    • Integrations
      • Mailgun
      • Box Image Storage
      • Zapier
        • Actions
          • Create a New Donor
          • Edit Donor
          • Find Donor By Email Address
          • Find Donor Forms
          • Create a New Entity
          • Edit Entity
          • Find Entity by ID
          • Find Programs
        • Triggers
          • New Form
          • New Program
          • New Donor
          • New Entity
          • New Donations
      • QuickBooks
        • Connect to HelpYouSponsor
        • Adding Donors (Customers)
        • Recipients (Service item)
        • Donations (Sales Receipt)
        • Mapping fields from HYS to QuickBooks fields
        • Synchronized Currency
  • ADMINISTRATION
    • User Management
    • Permissions and Access Control
    • Security Settings
  • BEST PRACTICES
    • Donor Engagement Strategies
    • Fundraising Tips
    • Data Management
  • TROUBLESHOOTING
    • Common Issues and Solutions
    • FAQs
      • How do I import data into my account?
      • How do I bulk upload files?
      • How do I export all the data in my account?
    • Support Resources
      • Priority Support & Enhancements Options
      • How to close my account?
  • API DOCUMENTATION
    • Authentication
    • Endpoints
    • Code Examples
  • RELEASE NOTES
    • Version History
    • Upcoming Features
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  1. CORE FEATURES
  2. Donor Management

Add Household

PreviousHousehold TableNextDonor Profile Page

Last updated 23 days ago

To add a household click the "Add Household" button. This will open a drawer with the form to add a household.

The following fields will appear by default when creating a household.

  • Household name

  • Primary Contact: This is the main donor of the household

  • Additional Contacts: These are other donors the primary contact has a relation with.

  • Address line 1

  • Address line 2

  • City

  • State/Region

  • Postal code/zip code

  • Country

Any additional fields you would want to add to this form can be added in the household profile form.

After submitting the form, the household will appear in the table for households.

Adding a household.