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.
Create your first campaign
Create a campaign by choosing a template, selecting a list, and reviewing the campaign settings before sending.
Steps
- Open Campaigns Go to the Campaigns page from the plugin menu.
- Add a new campaign Click Add New to open the campaign editor.
- Choose a template Select the email template that should be used for the campaign.
- Choose a contact list Select the audience list that should receive the campaign.
- Save and review Save the campaign and review all settings before moving on to sending or scheduling.
Helpful notes
- Create and test your template before building the campaign. That keeps the campaign setup much simpler.
- Make sure the selected list contains the contacts you intend to email.