People Details: Household

Overview

The Household tab allows you to group consumers together into a household, in order to pool together their Metrics. The screen displays the other consumers who are considered part of this consumer's household, along with their combined points earned, redeemed, and expired.

One person in a household is always identified as "Primary." This person can never be removed from the household. The "Primary" designation is applied to the person whose record you are viewing when you add other people to the household. The "Primary" person can redeem the Metrics from the pool of total points in the household; the other people in the household can redeem only their own points.

If you have multiple Metrics defined in your account, only the "primary" Metric is available to be pooled within a household. For more details on how to designate the primary Metric in your account, please see Deployments.

Features

The features available on the Household tab are described below.

Add a Person

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To add another person to this consumer's household:

Click the Add Person icon. The "Add Contributor" pop-up window is displayed.
In the "Select a Member" field, begin typing in the person's name (minimum of three characters). Select the desired person from the list of matches.
Click add.
Repeat the above steps as needed to add more people to this consumer's household. When finished, close the "Add Contributor" pop-up window.
The statistics on the Household tab are updated to show the combined primary Metric values for all people in this household.

Remove a Person

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To remove a person from this consumer's household:

Within the list of "Pool Contributors," click the Remove icon next to the desired person. Please note that you can never remove the person marked as "Primary."
The statistics on the Household tab are updated to show the combined primary Metric values for all remaining people in this household.

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