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 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.