Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Create an Email Campaign in Clio Grow

Environment:

  • Clio Grow

Additional Information:

Create your individual email templates in the Other Email Templates section

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality