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.
Create your first contact list
Create a simple audience list for signups, imports, or campaigns.
View tutorialImport contacts from a CSV file
Upload a CSV file and map imported contacts to a list.
View tutorialAdd or edit a contact manually
Create or update a single contact from the Audience area.
View tutorialCreate a newsletter signup form
Build a signup form for collecting website subscribers.
View tutorialAdd a signup form to a page
Copy a form shortcode and place it on a WordPress page.
View tutorialConfigure your sender and branding settings
Set sender details, delivery settings, logo, and brand colours.
View tutorialChoose an email template
Start from the template library or create a new email layout.
View tutorialEdit text and images in a template
Personalise a template with your own copy and images.
View tutorialSend a test email
Send a test message before sending to a real list.
View tutorialCreate your first campaign
Turn a template and contact list into a sendable campaign.
Viewing tutorialSchedule or send a campaign
Send now or schedule a campaign for later.
View tutorialInstalling the Pro Add-On plugin
Install, activate, and validate the Pro Add-On when you are ready.
View tutorialCreate 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.