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.
Import contacts from a CSV file
Import an existing contact list from a CSV file and place those contacts into the correct audience list.
Steps
- Prepare your CSV file Make sure your file includes a clear email column and any other contact fields you want to import.
- Open CSV import Go to Sources and use the CSV upload area.
- Choose the destination list Select the list that should receive the imported contacts.
- Upload and review Upload the file, review the import information, and follow any on-screen guidance.
- Check the imported contacts Return to Audience → Contacts and confirm the new contacts have been added as expected.
Helpful notes
- Only import contacts where you have permission to email them.
- Smaller test imports are a good way to confirm your file format before uploading a larger list.