Automations
How to set up and use automated emails and status update emails in Client Engager
Setting Up Status Emails
Status update emails can be set up to send a preset templated email on completion of a phase in a workflow. There is a video walk through and step by...
Setting Up Automated Emails
Automated emails are the ability for Client Engager to create and send emails based on email templates at a time and frequency outlined by the user in...
How to use the Automations Menu
From the attached PDF guide you will be shown how to use the Automation Menu. The guide is a step-by-step guide including screenshots to help walk you...