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.
Edit text and images in a template
Update template blocks so your email uses your own message, images, links, and calls to action.
Steps
- Open a template Go to Email Templates → My Templates and edit the template you want to work on.
- Review the blocks Scroll through the template and identify the text, image, and button blocks you want to change.
- Edit the wording Replace placeholder headings, body text, prices, and calls to action with your own content.
- Update images and links Choose your own images and check that button or image links point to the right place.
- Save and preview Save your changes, then use the preview tools to check the final email layout.
Helpful notes
- Short, focused emails are usually easier for recipients to scan.
- Always preview before sending so you can catch missing links, placeholder text, or incorrect images.