Link contacts together (same household)

Hi @MBernstein92 What type of actions are you looking to do?

You can absolutely email, trigger a workflow, add to list…using this structure. You just have to remember, whatever you are doing, you are doing to the contact at an individual level, not to “both contacts at the same time”.

Because the association is a customization of built-in functionality (a fancier way of saying workaround) you’ll have to build some of the infrastructure to match your customization so that the application takes your associations into account.

So if you’re trying to email “the LastName family head of household” you’ll have to make sure they’re associated with the LastName Company, then use the custom fields you created or fields you repurposed (like Job Title/Persona) to determine their association level (Head Of Household) and only pull those contacts into the list. Then you can treat those contacts like any others and pull in personalization tokens, etc.

Hope that helps you out. Definitely check out the new features with multiple associations, there is some great info in there that should help you with ideas.

Have a great one.