How to Send Campaign

Use this workflow to send a prepared campaign to its selected customer and prospect recipients.

When to use this workflow

Send a campaign only after the audience, subject, From Email, template content, images, and manual recipient selections have been reviewed.

Campaign sends can reach many recipients. Treat Send Now as a final action for that campaign.

Before you send

Confirm:

• Email configuration exists.
• Campaign Name, Subject Line, and From Email are filled in.
• Campaign content is complete.
• Recipient count is greater than zero.
• Manual selections are saved if you adjusted recipients manually.
• The recipient count is acceptable for your email service limits.

PAX warns when the campaign exceeds 100 recipients.

Steps

1. Open Dashboard > CRM > Campaigns.
2. Create a new campaign or open a draft from Campaign Drafts & History.
3. In Section 1, count recipients.
4. In Section 2, review subject, sender fields, content, personalization variables, and images.
5. In Section 3, review the final recipient count and sample recipients.
6. If using manual selection, select View All & Manually Select, adjust recipients, and select Save Selection.
7. Select Send Now.
8. Confirm any warnings about unsaved manual selections or large recipient counts.
9. Wait for the send result.
10. Review the sent campaign from Campaign Drafts & History.

What happens behind the scenes

PAX verifies the campaign can be sent and that email configuration exists.

PAX saves current template content before sending. If the content edits a shared template, PAX can create a campaign-specific copy so the shared template is preserved.

If images were uploaded, PAX stores them for external delivery and replaces internal content references with public image URLs for the broadcast.

PAX converts personalization variables such as {{FirstName}} and {{CompanyName}} into the format required by Resend Broadcasts.

PAX uses a saved manual recipient selection if one exists. If no manual selection exists, PAX calculates recipients from the campaign filters at send time.

PAX creates a Resend audience for the campaign, adds recipients, and sends a broadcast. PAX also ensures the campaign content includes an unsubscribe link for Resend.

When the broadcast is submitted successfully, PAX stores campaign recipient records, marks recipients sent, updates the campaign to Sent, and records the sent timestamp.

If the broadcast fails before any recipients are sent, PAX returns an error and the campaign remains available for review instead of pretending the send succeeded.

Related docs

• New Campaign Overview
• How to Create Campaign
• Campaign Drafts & History Overview
• Campaigns Overview
• Email Configuration Overview
• Email Templates Overview