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How Do I Set Up an Email Campaign for Specific Dates

Objective:

  • How Do I Set Up an Email Campaign for Specific Dates

Environment:

  • Clio Grow

Additional Information:

Procedure:

  1. Create a new Email Campaign but do not select the option to Schedule Automatically
  2. Add Email Campaign to a Matter
  3. Click the Options button next to the email(s), and select Schedule Email
  4. Scroll down and enter the Send Date
  5. Press Schedule Email
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