Join this webinar to learn how to create email templates, build email campaigns and workflow templates and add these items to matters in order to streamline new client intake and matter management.
What you’ll learn:
- the categories of email templates;
- how to customize & create email templates;
- how to create email campaigns & workflow templates;;
- which types of items can be added to a workflow template;
- where to add email campaigns & workflow templates; and
- how to send templated emails.
> Email Templates > Workflow Templates > Email Campaigns > Matter Info Page > Email Signature