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How to Create an Email Campaign in Clio Grow

Environment:

  • Clio Grow

Additional Information:

Procedure:

  1. Go to Settings
  2. Select Workflow & Campaigns
  3. Click New Email Campaign 
  4. Enter a title for your email campaign
  5. Click Add Email to add an email template to the campaign
  6. Select the email template from the dropdown
  7. Check Schedule Automatically to choose an automated time to send the email
  8. Repeat steps 4-6 as many times as needed to create the campaign
  9. Click Create Email Campaign when done

Once your campaigns have been created:

  1. Open a Matter in Clio Grow
  2. Click the Add a template or email campaign dropdown menu in the Workflow section
  3. All emails included on the same campaign will be grouped together
  4. Emails will be marked with a Ready tag if they are to be sent manually, or a Scheduled tag if they are to be sent automatically
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