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Video Tutorials

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.

01 3 minutes

Create your first contact list

Create a simple audience list for signups, imports, or campaigns.

View tutorial
02 4 minutes

Import contacts from a CSV file

Upload a CSV file and map imported contacts to a list.

View tutorial
03 3 minutes

Add or edit a contact manually

Create or update a single contact from the Audience area.

View tutorial
04 4 minutes

Create a newsletter signup form

Build a signup form for collecting website subscribers.

View tutorial
05 3 minutes

Add a signup form to a page

Copy a form shortcode and place it on a WordPress page.

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06 5 minutes

Configure your sender and branding settings

Set sender details, delivery settings, logo, and brand colours.

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07 4 minutes

Choose an email template

Start from the template library or create a new email layout.

Viewing tutorial
08 5 minutes

Edit text and images in a template

Personalise a template with your own copy and images.

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09 3 minutes

Send a test email

Send a test message before sending to a real list.

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10 5 minutes

Create your first campaign

Turn a template and contact list into a sendable campaign.

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11 4 minutes

Schedule or send a campaign

Send now or schedule a campaign for later.

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12 4 minutes

Installing the Pro Add-On plugin

Install, activate, and validate the Pro Add-On when you are ready.

View tutorial
Beginner 4 minutes

Choose an email template

Choose a starting template from the library or create a fresh template for your next campaign.

Steps

  1. Open Email Templates Open the Email Templates page from the plugin menu.
  2. Browse the library Open the Template Library tab to view available starting designs.
  3. Import a template Choose a suitable template and import it into your own templates.
  4. Review your templates Return to My Templates and confirm the imported template is available.
  5. 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.