How to Create Campaign

Last reviewed: June 9, 2026

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Use this workflow to create and save a campaign draft before sending.

When to use this workflow

Create a campaign when you need to prepare an email audience and campaign content. Saving as a draft is the safest way to review recipients and content before sending.

Before you start

Confirm email configuration and templates are ready if the campaign will be sent later.

Prepare the audience criteria, subject line, From Email, campaign content, and any images.

Steps

  1. Open Dashboard > CRM > Campaigns.
  2. Select New Campaign.
  3. In Section 1: Recipient Filters, choose Recipient Type.
  4. Select sort code, company size, or price tier filters if needed.
  5. Select Count Recipients.
  6. Review the recipient count and sample recipients.
  7. In Section 2: Content & Email Settings, enter Campaign Name.
  8. Enter Subject Line.
  9. Confirm From Email, From Name, and Reply To.
  10. Select a template or write campaign content.
  11. Add personalization variables only where they make sense for the selected audience.
  12. Upload images if needed.
  13. In Section 3: Review & Send, review the final recipient count.
  14. If you need a precise audience, select View All & Manually Select, adjust recipients, and select Save Selection.
  15. Select Save as Draft.

What happens behind the scenes

PAX creates a draft campaign with the campaign name, template reference or campaign content, subject line, From Email, From Name, Reply To, and recipient filters.

If custom content is used without an existing template, PAX creates a campaign-specific email template.

If a shared template is edited for a draft, PAX can create or update a campaign-specific template copy so the shared template is not unintentionally changed for other campaigns.

If manual recipients are saved, PAX stores those draft recipients for the campaign. Saving a new manual selection replaces the previous draft selection for that campaign.

Saving as draft does not send email.

Troubleshooting

Campaign Name, Subject Line, or From Email is required

Likely cause: Required campaign header fields are blank.

Safe fix: Complete the required fields before saving.

Contact support if: Required fields are filled but PAX still blocks the save.

Content is required

Likely cause: No template or custom campaign content is available.

Safe fix: Select a template or add content in the editor.

Contact support if: A selected template does not load content.

The saved draft has the wrong recipients

Likely cause: Filters were changed after counting, or manual selection changes were not saved.

Safe fix: Reopen the draft, count recipients again, and use Save Selection if manually selecting recipients.

Contact support if: The displayed saved selection differs from the saved draft.

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