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How to Create an Email Campaign in Clio Grow


  • Clio Grow

Additional Information:

Create your individual email templates in the Other Email Templates section


  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
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