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.
Schedule or send a campaign
Review your campaign, choose whether to send now or schedule for later, and understand the final checks before delivery begins.
Steps
- Open the campaign Open the campaign that is ready to send.
- Review the audience and template Confirm the selected list and template are correct.
- Send a final test Send a final test email and check that everything still looks right.
- Choose send timing Send immediately or choose a scheduled date and time if you want the campaign to go later.
- Monitor progress Return to the Campaigns table to monitor campaign status and progress.
Helpful notes
- Sending limits are designed to protect your site and sending reputation.
- If a campaign pauses because of daily capacity, it will resume automatically when capacity becomes available.