The New Campaign screen opens Campaign Builder, where users choose recipients, prepare email content, review the final audience, save a draft, or send the campaign.
What this screen is for
Use New Campaign to build a targeted email campaign for customers, prospects, or both. The builder is organized into three sections so users can choose the audience before final review and sending.
Screen path
Dashboard > CRM > Campaigns > New Campaign
The screen title is Campaign Builder.
Builder sections
Section 1: Recipient Filters
Use this section to define the campaign audience.
| Filter | Values |
|---|---|
Recipient Type |
Customers, Prospects, Both |
Sort Codes |
Active sort codes from System Settings. |
Company Size |
Small, Medium, Large, Mega |
Price Tier |
Tier 1, Tier 2, Tier 3 |
Select Count Recipients to calculate the audience and review sample recipients. PAX warns when the count exceeds 100 recipients.
Section 2: Content & Email Settings
Use this section to name the campaign and prepare the email.
| Field or control | Purpose |
|---|---|
Campaign Name |
Required internal campaign name. |
Subject Line |
Required email subject. |
| Template selector | Optional email template. Selecting a template loads subject and content when available. |
From Email |
Required sender email. Defaults can come from email configuration and the current user. |
From Name |
Optional sender display name. |
Reply To |
Optional reply-to email. |
| Content editor | Rich text or HTML campaign content. |
| Image upload | Upload PNG, JPG, GIF, or WebP images for use in the campaign content. |
Supported personalization variables include {{FirstName}}, {{LastName}}, {{CompanyName}}, {{CustomerCode}}, and {{ProspectId}}.
Section 3: Review & Send
Use this section to verify the campaign before saving or sending.
Actions include:
- Review final recipient count.
- Review sample recipients.
View All & Manually Select.Select AllandDeselect All.Copy Table.Save Selection.Save as Draft.Send Now.
Recipient eligibility
Customer recipients come from active customer records. Customer email can come from the primary company contact email or the customer email.
Prospect recipients are limited to prospects with status New, Contacted, or Qualified and a main prospect email address.
If a price-tier filter is selected, prospects are not included because price tier is a customer field.
Required information
PAX requires campaign name, subject line, From Email, campaign content or template content, and at least one recipient before sending.
What happens behind the scenes
Counting recipients reads customers and prospects that match the selected filters and have usable email addresses.
Saving a campaign creates or updates a draft campaign. Custom content can be stored as a campaign email template.
If users manually select recipients, PAX saves the selected recipient list for the draft. A saved manual selection is used instead of recalculating the audience from filters when sending.
Sending goes through the campaign send workflow and email service.
Troubleshooting
Count Recipients returns zero
Likely cause: The filters exclude all records with email addresses.
Safe fix: Remove filters one at a time and count again.
Contact support if: Matching customers or prospects have email addresses but are not counted.
Prospects disappear when price tier is selected
Likely cause: Price tier applies to customers.
Safe fix: Remove price-tier filters when the campaign should include prospects.
Contact support if: Customer recipients are also unexpectedly excluded.
Manual selection changes are not used
Likely cause: The selection was changed but not saved.
Safe fix: Select Save Selection before saving or sending.
Contact support if: A saved selection is not respected.