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Adding family members

Adding family members.

To add a family member to your contacts:

  • Log in, then click on "Contacts" on the left side of your screen.
  • Select "Add Contact,” or search for a pre-existing contact within your database (type the contact name in the search field).
  • Once in the profile locate the "Add Family Member" option.
  • Here you can add as many family members as needed, including: name, birthday, physical address, and add them in an active birthday card campaign.

NOTE: If you wish to add a family member's email address, the family member must have their own profile in Contacts.

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