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.
Configure your sender and branding settings
Configure the sender information and branding details that help your campaigns look consistent and recognisable.
Steps
- Open Settings Go to Saxon Email Marketing Center → Settings.
- Check email delivery Open the Email Delivery tab and confirm your sender name, sender email, and transport settings.
- Send a test email Use the test email option to confirm your site can send email successfully.
- Set branding Open the Branding tab and add your logo, colours, and default footer details.
- Save your settings Save each settings tab after making changes.
Helpful notes
- A verified sender address and consistent branding can help recipients recognise your emails.
- If SMTP details are unavailable or incorrect, WordPress may still send using wp_mail() where supported by the site.