Course Content
-
Overview
-
Prepare Your Contact Database
-
Prepare Your Contribution Statements
-
Other Contribution Statement Options
Create Households For Contacts
With Aplos, you have the ability to link contacts to assign them to a single household. By utilizing households, you will be able to generate contribution statements by household, view all transactions or donations for a household, and generate smart lists by household.
For best results, log in to your account in a separate window and follow along. Don’t have an account yet? Start a free trial.
Topics we will cover include:
- Creating Households [1:00]
Households are a great way to group contacts together. You can add members from your contact database into a household to track and manage contacts under a single family household unit. Go to Households in Aplos, or view our Households Overview resource in the Support Center. - Household Donation Reporting [3:20]
Reporting for each household gives you a clear understanding of the data being recorded in each household. Learn how you can leverage the Donations by Household report to view and generate contribution statements by household. Go to the Donations by Household report in Aplos, or view our Support Center resource on the Donations by Household report.
Not ready to set up households? No problem. You can still send contribution statements to each individual donor without creating households.