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.
View 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.
Viewing 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 tutorialSend a test email
Send a test email so you can check delivery, layout, wording, and links before sending a campaign to subscribers.
Steps
- Open the email you want to test Open the template or campaign that you want to review.
- Use the test option Find the test email option and enter the email address that should receive the test.
- Send the test Send the test message and wait for the success notice.
- Check your inbox Open the received email and check the subject, layout, images, links, and footer.
- Make final edits Return to the editor and adjust anything that needs changing before the live send.
Helpful notes
- Send test emails to more than one inbox if you want to compare how the message looks in different mail clients.
- Testing delivery settings from Settings → Email Delivery is also useful before your first real campaign.