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?
In addition to using the Contact list view, you can also use a report based on person accounts to add people to a Campaign.
However, neither of these will get you merge fields from the Gift Transaction object, as this data is not stored on the Contact.
There is no OOTB
send list emailoption for email templates built on the Gift Transaction object - this functionality is for Leads and Contacts.
You would need to build this functionality, probably using Flow using the
Send Emailaction, and an Email Template based on Gift Transaction.
Make sure to test fully in a sandbox :)
