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Sales & Marketing Hub · Feature guide

Create, find and edit Hub resource drafts

Save a campaign, email, audience, workflow or content resource, then find it again without publishing it by accident.

Audience: authorised staffReviewed 13 November 2026

Use these steps in your selected Pixie CRM company workspace. The module, dependent tools and actions available to you follow its configuration and your permissions.

Where to start

Hub → relevant resource page → Create → Save draft

Permission

Relevant Manage capability; Manage all to edit another owner’s resource

Before you begin

Start with one clear resource name and the purpose it serves. Choose the right page first: a saved resource cannot later change from one type to another.

Follow these steps

  1. Open the resource page and choose its Create action. Enter Resource name and an optional Internal description.
  2. Complete the type-specific fields described in the relevant guide. Choose Save draft.
  3. Return to the register. Search by resource name and use Resource status to narrow the list. The normal view excludes archived resources.
  4. Open the resource, choose Edit draft when available, and save your changes. A published resource must first be paused.
  5. When another session has changed the resource, reload the current version and reapply the intended edit rather than repeatedly submitting the older form.

Fields and options

Resource name
Required, up to 160 characters. Use a name colleagues can recognise in search and approval queues.
Internal description
Optional context, up to 500 characters; this is separate from public page metadata or an email subject.
Resource status
Draft, In review, Approved, Published, Paused and Archived are separate states. Registers show 40 resources per page.

Rules and limits

  • A new save creates a draft owned by the author. It does not publish content, enrol a record or send a message.
  • Editing saves a new revision, returns the resource to draft and clears its approval.
  • Repeated identical creation submissions are protected by a request identifier; the identifier cannot be reused for different content.

Check the result

  • Find the resource by name, reopen it and check its type, owner, state and saved field values.
  • Confirm the draft remains unavailable through a public content link.

If something does not look right

  • If an archived item seems missing, select Archived in Resource status.
  • If Edit draft is unavailable, check whether the item is published or belongs to another owner.

Common questions

Can I change an email into a landing page?

No. Create the correct resource type instead; the saved type is fixed.

Does editing an approved draft keep its approval?

No. The changed content needs independent review again.