Validate newsletter subject, body and recipients

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Resolve every server-side condition checked before a campaign record is created.

What this guide helps you do

Resolve every server-side condition checked before a campaign record is created. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.

Follow these steps

1. Verify the subject is not blank.
2. Verify the body contains visible content.
3. Verify at least one recipient key is selected.
4. Verify each selected key still resolves to an eligible valid email.
5. Submit the campaign.

Fields and options

Rules and limits

• No campaign is created when there are no valid resolved recipients.

Check it worked

• The requested record, output or setting is created or updated through the supported module flow.
• Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
• An error message is investigated rather than bypassed.

Security, privacy and operational checks

• Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
• Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
• Test configuration changes with controlled records before production-wide use.
• Retain or delete evidence only under an authorised retention process.

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