📌 Note: Geocoding and mapping is available as an add-on. For more information on adding new features please see the add-ons page in your nation.

Table of Contents

Where to Start

The People section includes five main views: single-person, list, household, map, and path. Use the household view to filter for profiles via household.

If you do not see the household option, you’ll need to turn on households.

Now, you can filter households, export filter results, and add household residents to a list.

Find households with one Republican and one Democrat

Select Household view under View in the People section.

1. Click the filter button to begin filtering.

2. Select the Add criteria button. Begin typing "Political" in the criteria box, and click the Political Party option. Select Democrat from the dropdown.

Repeat step 2 by clicking on the Add criteria button and typing "Political" into the criteria box. Click Political Party once it displays as an option. Select Republican from the drop down.

3. Click the Filter button.

4. You can save the household residents to a list by clicking on the Actions dropdown menu in the top right-hand corner and select Add all to list. When you do, you can add the household residents to an existing list or create a new list.

You can also export the list by clicking on the Actions dropdown menu and selecting Exports.

Note, you have options for how many residents match the criteria you're targeting, which allows you to narrow your target universe even more. So, you could find just the households with one Republican and one Democrat, or the households with one Republican female and one Democrat male. If you're looking for Republican females, you'd add a group row below the "Political party is Republican" line so that those two criteria are attributed to the same person.

Find households with only one donor

Select Household view under View in the People section.

 1. Click the filter button to begin filtering.

2. Click the Add criteria button and begin typing "donated" in the criteria box that pops up. Click Has donated once it appears as an option.

Note, indicating that you're looking for households that have exactly one resident that matches the criteria, you're able to find households with only one donor. You can filter for households with more than one donor, or for at least one donor to get different results.

You can also filter for people who have donated a certain amount of money, or between one amount and another amount. This allows you to segment donor households by the total amount they've given.

3. Click the Filter button.

4. You can save the household residents to a list by clicking on the Actions dropdown menu in the top right-hand corner and select Add all to list. When you do, you can add the household residents to an existing list or create a new list.

You can also export the list by clicking on the Actions dropdown menu and selecting Exports.

Find households where everyone voted in the last primary election

Select Household view under View in the People section.

1. Click the filter button to begin filtering.

2. Click the Add criteria button. Begin typing "voting" in the criteria box, and click the Voting history option. Click the field that says Choose election(s) and a dropdown will display available options that include all election data. Select the last primary.

3. Click the Filter button.

4. You can save the household residents to a list by clicking on the Actions dropdown menu in the top right-hand corner and select Add all to list. When you do, you can add the household residents to an existing list or create a new list.

You can also export the list by clicking on the Actions dropdown menu and selecting Exports.

Related HOWTOs

How to use householding
How to target people

 

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