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.
Viewing 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 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.