Tutorials
Use these short walkthroughs to learn the main Saxon Email Marketing Center workflows. Each tutorial includes a written checklist and an optional screen recording so you can follow along at your own pace.
Create your first contact list
Create a simple audience list for signups, imports, or campaigns.
Import contacts from a CSV file
Upload a CSV file and map imported contacts to a list.
Add or edit a contact manually
Create or update a single contact from the Audience area.
Create a newsletter signup form
Build a signup form for collecting website subscribers.
Add a signup form to a page
Copy a form shortcode and place it on a WordPress page.
Configure your sender and branding settings
Set sender details, delivery settings, logo, and brand colours.
Choose an email template
Start from the template library or create a new email layout.
Edit text and images in a template
Personalise a template with your own copy and images.
Send a test email
Send a test message before sending to a real list.
Create your first campaign
Turn a template and contact list into a sendable campaign.
Schedule or send a campaign
Send now or schedule a campaign for later.
Installing the Pro Add-On plugin
Install, activate, and validate the Pro Add-On when you are ready.
Create your first contact list
Create a simple audience list that you can use when importing contacts, collecting newsletter signups, or sending campaigns.
Steps
- Open the Lists area Go to Saxon Email Marketing Center → Audience, then open the Lists tab.
- Start a new list Click Add New to open the list editor.
- Name the list clearly Choose a short, descriptive name such as Customer News, VIP Offers, or Product Updates.
- Add a description Use the description to remind yourself what the list is for. Customers do not see this internal note.
- Save the list Save your changes and check that the new list appears in the Lists table.
Helpful notes
- Start with a small number of clear lists. You can always add more lists later as your audience grows.
- The Newsletter and Website lists are protected system lists. They are created automatically and cannot be removed.