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.
Viewing 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.
View 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 contact list
Create a simple audience list that you can use when importing contacts, collecting newsletter signups, or sending campaigns.
Steps
- Open the Lists area Go to Saxon Email Marketing Center → Audience, then open the Lists tab.
- Start a new list Click Add New to open the list editor.
- Name the list clearly Choose a short, descriptive name such as Customer News, VIP Offers, or Product Updates.
- Add a description Use the description to remind yourself what the list is for. Customers do not see this internal note.
- Save the list Save your changes and check that the new list appears in the Lists table.
Helpful notes
- Start with a small number of clear lists. You can always add more lists later as your audience grows.
- The Newsletter and Website lists are protected system lists. They are created automatically and cannot be removed.