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 a newsletter signup form
Create a newsletter signup form that visitors can use to join your mailing list from your website.
Steps
- Open Newsletter Forms Open the Newsletter Forms page from the Saxon Email Marketing Center menu.
- Create a new form Click Add New to open the form editor.
- Set the form wording Add a title, description, button text, and any fields you want subscribers to complete.
- Select optional anti-spam protection Set up Cloudflare Turnstile in Settings → General, then enable it on the form if required.
- Save the form Save the form and return to the forms table to copy its shortcode.
Helpful notes
- Keep the first version simple. Asking for fewer fields usually improves signup rates.
- Spam protection options are available in the form editor where supported.