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.
Add 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.