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.
View 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.
Viewing 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 a signup form to a page
Place one of your newsletter signup forms on a WordPress page using the generated shortcode.
Steps
- Copy the shortcode Open Newsletter Forms and copy the shortcode for the form you want to display.
- Open your page editor Go to Pages and edit the page where the signup form should appear.
- Paste the shortcode Add a Shortcode block or paste the shortcode into a content area supported by your editor.
- Update the page Save or update the page after adding the shortcode.
- Test the form Visit the page on the front end and submit a test signup to confirm everything works.
Helpful notes
- Shortcodes can be used in pages, posts, widgets, and other areas that support shortcode output.
- Test signups are a quick way to confirm your selected destination list.