Households have been available in OvationTix for a while, but they have just been given a new coat of paint (and renovated family room, and furnished basement, and breakfast nook) with the new Household Record feature!
In the new Household Records, you can see an aggregate view of sales, donations, potential donations and more. You also have the option to search for just Household Records, using the Household Report.
If you're wondering what's going to happen to your old Households, check out this article.
Click any of the links below to jump to that part of the article:
CREATING A HOUSEHOLD RECORD
To add a Household Record, first get into the Patron Record of a Patron that will be in the household, and click Create Household. You'll find this option on the left hand side of the screen, under Relationships:
New Households need to have at least two patrons in them in order to count as a Household, so your next step is to find the second patron who will be in the Household Record.
To that end, after clicking Create Household, you will select another patron to add to your new Household Record. Just type in the name, email, or Patron ID of the patron you're looking for, click Search, then click on the Patron ID of the patron in the results:
In step 2, you define the relationship between the patron you started with, and the patron that you pulled up using your search. Just select the relationship using the pull down menu, and click Next:
Step 3 is where you decide how much data you would like to share between these records. Either select All Data, if you would like the new Household Record to have all data from the two records, or select a Custom Start Date, if you only want them to share data starting on a specific date. After deciding on how much data you would like to share for the new Household Record, click Next:
In step 4, you'll decide on the name of the household, then click Submit:
That's it, you're done! You've created a new Household Record.
MANAGING HOUSEHOLD RECORDS
Now that we've created a Household Record, let's see what makes them tick.
On the upper left hand corner of the screen, you'll see the basic Household Record information. You can edit anything by clicking the pencil icon:
On the upper right corner of the screen, you'll see an option to Add Patron:
Click this, and you'll see a screen to add another patron to the Household Record. Fill in the search information, then click Search:
This will bring you to a screen where you can select the patron you would like to add, or go back to the search screen to Refine your Search:
Finally, select the relationship this patron has to the other patrons in the household using the pull-downs on the next screen, and click Enter:
As you continue down the screen, you'll see all of the members of your household:
On this page you can:
-Edit anything with a pencil next to it.
-Add/delete Categories. Just click the plus (+) sign to the right of where it says Categories.
-Select the Primary Contact. This is to help remind you of the main contact in the Household.
Cumulative Contributions shows you the total amount every member of the Household has donated put together, including Soft Credits:
Cumulative Donations allows you to set a Goal, see how far you've made it towards that goal, and view the last 5 donations from all household members:
To edit your goal, click where it says Edit:
Then type in your goal and click Confirm:
To see more information on any of the 5 most recent donations, click the PR Number:
To see beyond the last 5 donations, click View All in the lower right hand corner:
The Order History gives you a quick look at the last 5 orders of absolutely anything from the patrons in your household, the Total Tickets Purchased, the Total Shows Attended, and the Total Amount Spent:
Just like in Cumulative Donations, you can click on the PR numbers to see more detail about individual orders, or View All to see all orders for the household.
TASKS AND INTERACTIONS
Using Tasks and Interactions, you can view, edit, and add tasks to any patrons that are in your household:
To edit a Task, just click on its subject:
To add a new Task, click View All:
Using Notes, you can leave Notes for the Household itself, and/or any patron in the Household:
If you leave any Notes, be sure to click Save on the lower left hand corner of the screen.
Once you've created some Households, you may want to search for them. There is now a Household Search function to help you do this. To use it, hover over Search near the top of the screen, and click Household Search:
You will be brought to a search screen, which will allow you to search for your Households. Just enter the Household ID or the Household Name, then click Search:
This will bring up a list of any Households that meet the criteria you entered. Click the Household ID, and you'll be brought to the Household in question:
There is now a dedicated report specifically for your Households. To access it, hover over Reports, then click Household Report:
Using the Household Report, you can view all of your Households in one report, edit the order they appear by using the arrows next to each column (this is not permanent), and export as an Excel or CSV file:
To export as an Excel or CSV file, click Excel or CSV on the bottom of the page:
DEACTIVATING A HOUSEHOLD
To deactivate a household, first get into the household in question, then find where it says Relationships in any of the household members portion of the household screen:
After you click Relationships, you will see this pop-up appear:
Click the slider next to where it says Deactivate Household, and you will see this screen appear:
Take note of what happens when you deactivate the household, and if you're ready to deactivate, click Submit.
Using Household Records, you now have the option to see patrons in an aggregated, holistic manner, which will enable you to engage with your patrons in a more accurate and robust way.
As always, if you have any questions, feel free to reach out to your Customer Success Rep, or the Client Services team.