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.
Tutorial videos are hosted by Saxon Websites and load only when you choose to play them.
Create your first contact list
Create a simple audience list for signups, imports, or campaigns.
View tutorialImport contacts from a CSV file
Upload a CSV file and map imported contacts to a list.
View tutorialAdd or edit a contact manually
Create or update a single contact from the Audience area.
Viewing tutorialCreate a newsletter signup form
Build a signup form for collecting website subscribers.
View tutorialAdd a signup form to a page
Copy a form shortcode and place it on a WordPress page.
View tutorialConfigure your sender and branding settings
Set sender details, delivery settings, logo, and brand colours.
View tutorialChoose an email template
Start from the template library or create a new email layout.
View tutorialEdit text and images in a template
Personalise a template with your own copy and images.
View tutorialSend a test email
Send a test message before sending to a real list.
View tutorialCreate your first campaign
Turn a template and contact list into a sendable campaign.
View tutorialSchedule or send a campaign
Send now or schedule a campaign for later.
View tutorialInstalling the Pro Add-On plugin
Install, activate, and validate the Pro Add-On when you are ready.
View tutorialAdd or edit a contact manually
Add a single contact manually, update their details, and keep their list membership tidy.
Steps
- Open Contacts Go to Audience and open the Contacts tab.
- Add a contact Click Add New and enter the contact’s email address and any optional details.
- Save the contact Save the record, then check that it appears in the Contacts table.
- Edit when needed Use the Edit action beside a contact when you need to update their information.
- Manage list membership Use Manage Lists to decide which lists the contact belongs to.
Helpful notes
- Suppressed contacts are skipped automatically when campaigns are sent.
- Contact history is retained so you can review activity and list changes later.