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as in Dear {{campaign member name}}

You are included in the {{campaign}} and there will be a meeting on zoom at {{Campaign_zoomlinkinfo__c}}

etc.

Is there a way to do this without involving 3rd party apps? I know how to create lookups from Campaigns in the object Campaign Members, but I can't figure out how to access those fields in the template builder. Copying the name from the field list in Campaign member, as I did in the zoom link info above, doesn't work. (yes I know the other field names are bogus). Is there some permission I need?

6 answers
  1. Nov 10, 2021, 5:38 PM

    I encountered the same limitation last week while attempting to create an email template using campaign member and campaign fields. I believe this is a limitation on cross object merge fields in lightning email templates; the classic email templates seemed to allow for more sophistication on the merge fields, but I don't want to revert to the classic templates. I'm watching the responses here hoping there's a solution.

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