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How to Schedule Emails From a Campaign in Clio Grow to be Sent?

Question:

  • How to Schedule Emails From a Campaign in Clio Grow to be Sent?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

1. Please ensure the campaign you are selecting has not been set to " Schedule Automatically"
2. Once the email campaign has been added to the matter, click on the "options" button on the right of each of the emails from the campiagn.
3. Click on the option to "Schedule Email" and begin selecting the date and time you'd like for the email to be sent
4. Once done, select "Schedule Email" on the bottom to save it. 

 

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