The Campaigns menu is where users create email campaigns, edit campaign drafts, send campaigns, and review sent campaign history.
What this screen is for
Use Campaigns to send targeted email campaigns to customers, prospects, or both. Campaigns can use recipient filters, email templates, personalization variables, uploaded images, and optional manual recipient selection.
Because campaigns can send to many recipients, review the recipient count and sample list before sending.
Screen path
Dashboard > CRM > Campaigns
Menu options
| Option | What it opens | Use it for |
|---|---|---|
New Campaign |
Campaign Builder |
Create a new campaign, select recipients, design content, save a draft, or send. |
Campaign Drafts & History |
Campaign List |
Edit drafts and review sent campaigns. |
Main workflows
- Build campaign recipient filters.
- Count recipients and review sample recipients.
- Select or write campaign content.
- Use personalization variables.
- Upload campaign images.
- Save a campaign as a draft.
- Manually select recipients for a draft.
- Send a campaign through Resend Broadcasts.
- Review sent campaign recipients and analytics.
What happens behind the scenes
Opening the Campaigns menu does not create or send campaigns.
Saving a campaign creates or updates a Draft campaign. Custom campaign content can create a campaign-specific email template.
Manual recipient selections are saved separately for the draft and replace previous saved draft selections for that campaign.
Sending a campaign uses the configured email service. PAX prepares campaign content, converts personalization variables for Resend, sends the broadcast, stores campaign recipient status, and marks the campaign sent when the broadcast submission succeeds.
Troubleshooting
I cannot create or send a campaign
Likely cause: Campaign creation and sending require admin, executive, or sales access.
Safe fix: Ask an admin to review your role.
Contact support if: Your role is correct but campaign actions are still blocked.
Recipient count is zero
Likely cause: The filters exclude all recipients with usable email addresses.
Safe fix: Broaden filters, remove price-tier filters when targeting prospects, and confirm the companies have email addresses.
Contact support if: Recipients with email addresses should match but are not counted.
Sending fails
Likely cause: Email configuration, template content, From Email, recipient selection, or Resend setup may be incomplete.
Safe fix: Save the campaign as a draft, verify all required fields, and ask an admin to check email configuration.
Contact support if: Setup is complete but PAX cannot submit the campaign.