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.
Send 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.