Scheduled Client Email Notifications

On Pro, you can schedule email campaigns to groups of clients — sending targeted communications with custom subject lines, body content and send times.

What scheduled notifications are

Scheduled client email notifications are planned campaigns you create and schedule in advance. They differ from automatic new document notifications, which trigger when documents are assigned.

Use scheduled campaigns for:

• Service updates and announcements
• Seasonal reminders and deadline notices
• Targeted messages to specific client groups
• Re-engagement communications

See Notify Clients When New Documents Are Available for automatic document alerts.

Client groups

Pro lets you group clients for email campaigns, so you can target the right audience — rather than sending every message to your entire client base.

Creating a campaign

A typical campaign includes:

1. Select a client group — who should receive the message
2. Write subject and body — your campaign content
3. Set the schedule — when the email should send
4. Review and confirm — check before the campaign goes out

Included email allowance

Pro includes 3,000 emails per month for scheduled campaigns. Additional email bundles are available if your communication volume grows.

Core does not include scheduled email campaigns. Compare allowances in Portal Genie Core vs Pro.

Send from your own domain (Pro)

Pro also lets you send emails from your own domain, so campaign messages arrive from an address your clients recognise.

Related features

Combine scheduled campaigns with:

• Document Notes and Client Communication — in-portal conversations
• Using the Notice Board — in-portal announcements

View Pricing or Book a demo.