What are best practices for creating email templates and sending list email using nonprofit cloud with person accounts? My issues are: I want to use merge fields but they are on the account object and Salesforce forces me to use the contact object to send list emails I want to add person accounts to an email list from the account object list view but it seems there is no way to do that. I want to add person accounts to a campaign from the account list view and it seems there is no way to do that. So what are best practices for sending a list email to a group of people while using gift transaction merge fields and contact information merge fields?
Person accounts plus Nonprofit Cloud equals known email quirks. Verify contact email fields are populated correctly. Check sending settings under organisation-wide defaults. Sometimes the account model confuses the mail merge. A support case usually clarifies things fast.
