Hey SF wizards! Just starting out with this new feature and I think it's going to be great :) However, after turning this on in my production org, and adding a few accounts to a campaign, I haven't been able to get the list email to function. These accounts both have Primary Contacts and affiliated contacts (marked as Current) with emails (using NPSP). My tests don't go through and get error message when using Review in the email builder.
Is this feature supposed to be working and/or not released yet? Any special set up or consideration for it to work? I was assuming that any contact affiliated to an account that was marked as Current, and has an email, would be sent the list email from the campaign.
Yes, Tom, you are correct. You need to have the NPSP module installed and the Accounts as Campaign Members enabled.
One of the "features" of the NPSP module is that it associates contacts to the account through Affiliates - they are not directly connected as Contacts (i.e., you will only see them in related lists associated with affiliated contacts, not in the Contacts related list). Maybe that is what the existing standard button offers - adding related Contacts.
In my version, you are able to add the contact listed as the primary contact for the account and then any contacts on the Affiliated contact records.
Yes, definitely a learning opportunity for all of us.
