Documentation

Email Campaigns

Requires. Message Campaigns with View. Create and Modify are required for writes.

Email Campaigns are bulk marketing emails your company sends to segmented customer or lead lists. Unlike transactional emails (appointment reminders, payment receipts — which live on Messages), campaigns are intentional, periodic communications: monthly newsletters, seasonal promotions, reactivation offers. SecurityTrax stores the campaign record, tracks delivery/open/click metrics per recipient, and links outcomes (conversions, replies) back to the campaign for attribution.

The page heading is "Email Campaigns".

Getting here

  • From the Admin index, click Email Campaigns in the Content Management section.
  • Or navigate directly to https://portal.securitytrax.com/{your-company}/admin/email-campaigns.

The bare index route redirects you to the Customers campaigns sub-tab by default.

Two audience modes

Campaigns are segmented by audience type:

  • Customers (admin.email-campaigns.customers.index) — campaigns targeted at existing customers.
  • Leads (admin.email-campaigns.leads.index) — campaigns targeted at prospects who haven't converted.

They use different recipient filters (customer search criteria vs. lead search criteria), and the merge fields available in the email body differ slightly (a customer has a contract number; a lead usually doesn't).

The campaign list

The list is common to both audience modes — just filtered differently. Each row:

Column What it shows
Name Internal campaign name. Click to edit.
Subject What recipients see in their inbox.
Send date When the campaign was (or will be) sent.
Status Draft / Scheduled / Sent / Cancelled.
Delivered / Opened / Clicked Counts (for sent campaigns).

Creating a campaign

Click + New Campaign. The create form:

Field Required? Type Validation Notes
Name Yes Text Unique Internal label; not shown to recipients.
Audience Yes Select Customers / Leads Determines which filters and merge fields are available.
Subject Yes Text 1–200 chars What appears in the recipient's inbox.
From name / email Yes Text / Email Valid email Displayed as sender.
Body Yes Rich text — Supports merge tags: {{customer_name}}, {{rep_name}}, etc. Merge tags resolve per-recipient at send time.
Recipient filter Yes Filter builder At least one recipient A query against customers (or leads) — e.g. "Account class = Residential AND Location = Dallas AND Created within 90 days."
Send type Yes Select Now / Scheduled Scheduled requires a date/time field below.
Scheduled send date Conditional Date + time ≥ now Only if send type = Scheduled.
Status Yes Select Draft / Scheduled / Cancelled Drafts can be edited; Scheduled sends when the time comes; Cancelled campaigns are not sent.

Click Save to commit. The campaign appears in the list with the chosen status.

Step-by-step: a Black Friday customer promotion

  1. Navigate to Admin → Email Campaigns → Customers.
  2. Click + New Campaign.
  3. Name: "Black Friday 2026".
  4. Subject: "Your Black Friday upgrade is here — 50% off cameras".
  5. From name / email: "SecurityTrax Sales sales@yourcompany.com".
  6. Body: write your pitch with merge tags — "Hi {{customer_first_name}}, your account has been active for {{account_age_years}} years...".
  7. Recipient filter: "Account class = Residential AND Status = Active AND NOT has tag: 'Opted Out of Marketing'".
  8. Send type: Scheduled for Nov 25, 2026 at 9:00 AM.
  9. Save. Campaign now shows in the list with status Scheduled.
  10. On Nov 25 at 9 AM, SecurityTrax sends the campaign to every recipient matching your filter, rendering merge tags per recipient.
  11. Check the list the next day — delivered, opened, and clicked counts appear.

Recipient sub-pages

After a campaign sends, clicking Customers or Leads sub-tab on the campaign shows every recipient and the per-recipient outcome:

  • Delivered — provider accepted the message.
  • Opened — recipient opened the email (tracked via pixel).
  • Clicked — recipient clicked at least one link.
  • Bounced — provider rejected or recipient's mailbox rejected.
  • Unsubscribed — recipient clicked the unsubscribe link.

Editing and cancelling

Open any campaign to edit. A campaign in Draft or Scheduled status can be modified or cancelled. Once the send has begun, most fields lock (you can still edit internal notes, but not the subject/body — those are fixed at send-time).

Non-obvious behaviors

  • The index route redirects. admin.email-campaigns.index sends you to the Customers sub-tab automatically. There's no combined list.
  • Merge tags fail gracefully. If a merge tag references a field the recipient doesn't have (e.g. {{contract_number}} on a lead), SecurityTrax substitutes a blank — the email still sends.
  • Scheduled campaigns fire via cron. Precise send time depends on the cron interval (usually minutes). Don't schedule for exact-to-the-second timing.
  • Unsubscribed recipients are automatically skipped on all future campaigns — you don't have to filter them out manually.

Related

  • Customers — the source of customer recipients.
  • Leads — the source of lead recipients.
  • Messages (per-customer) — the customer-scoped log shows campaign emails sent to them.
  • Sources — source campaigns are a separate concept; those are marketing initiatives sources run for you.