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Merge fields for C&P Pledge object

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  • Merge fields for C&P Pledge object

    I would like to build an email template to send followups on donor pledges. The pledges are added as C&P Pledge records. Are there any merge fields for this object? Is there a way to use C&P Designer with C&P Pledges?

    I can use these fields in Salesforce Email Templates but I'm facing the possibility that we'll have to send individual emails instead of being able to mass email pledgers.

    Do you have any astute suggestions in this context?

  • #2
    Good day @wtben

    Sorry, as of now we don't have a merge field for C&P Pledge in designer. I will forward this to our developers to see if they can include this in our upcoming releases.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
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