Environment:
- Clio Grow
Additional Information:
- First, create your individual Email Templates in the Other Email Templates section
- Video: How to Create an Email Campaign
Procedure:
- Go to Settings
- Select Workflow & Campaigns
- Click New Email Campaign
- Enter a title for your email campaign
- Click Add Email to add an email template to the campaign
- Select the email template from the dropdown
- Check Schedule Automatically to choose an automated time to send the email
- Repeat steps 4-6 as many times as needed to create the campaign
- Click Create Email Campaign when done
Once your campaigns have been created:
- Open a Matter in Clio Grow
- Click the Add a template or email campaign dropdown menu in the Workflow section
- All emails included on the same campaign will be grouped together
- 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