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.
Choose an email template
Choose a starting template from the library or create a fresh template for your next campaign.
Steps
- Open Email Templates Open the Email Templates page from the plugin menu.
- Browse the library Open the Template Library tab to view available starting designs.
- Import a template Choose a suitable template and import it into your own templates.
- Review your templates Return to My Templates and confirm the imported template is available.
- Open the editor Edit the template when you are ready to personalise the content.
Helpful notes
- Template library items are starting points. You can edit the copy, images, layout, and campaign details after importing.
- Choose the simplest template that matches your message rather than starting with a design that needs heavy changes.