Introducing The Law Community, the online community just for Clio customers. Sign up now.

How to Use the Email Campaigns in Clio Grow?

Objective:

  • How can I use Drip Campaigns?
  • How can I utilize Drip Emails to communicate with clients?
  • Can I send out more than one scheduled email?
  • Can I automate communication with my clients?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

Email Campaigns are a series of scheduled, templated emails in Clio Grow.  You can choose which email templates to add to an Email Campaign, and send those emails out to clients at predetermined intervals.

Common use cases for Email Campaigns include staying in touch with existing clients and following up with potential clients who are slow to make a decision.

For information on how to create email campaigns, please see: 

How to Create an Email Campaign in Clio Grow

Video: How to Create an Email Campaign

 

 

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