Make and send an email
After you make an email, you can send it to all clients or only some clients.
Note: Only practice managers can get access to the Mass Communications feature to make and send email.
- Open Vello from your PIMS.
- In the left sidebar, select Mass Communications.Note: If the left sidebar is closed, select the mass communications button:
- Select New Communication.Note: if you want to make changes to a draft email, select the
vertical ellipsis ( ⋮ )
that shows adjacent to the applicable newsletter. Then select Edit.Vello shows a Details dialog box. - In the Name box, enter a name for the email.Note: The email name shows only to you and to other staff.
- In the Description box, enter general information about the newsletter.Note: The Description information shows only to you and other staff.
- In the Email Subject box, enter an email subject.
- Select Next.Vello shows a Content dialog box. The dialog box has a content builder:
- Add images, text, and links.
- If you want to add sections to the email, select Add Section as necessary.
- To do a check of the newsletter content, select Preview.
- When the newsletter content is prepared, select Next.Vello shows a Recipients dialog box.
- Select Send to filtered clients, Send to all clients or Send a test as necessary.Note: If you select Send a test, Vello shows a box that you use to enter the email address that will receive the test email.Note: If you select Send to filtered clients, set the filters as necessary (for example, if you want to send an email that is only applicable to canines, select the species in the Species section).
- Select Send now or Schedule send as necessary. Note: If you select Schedule send, enter the applicable date and time that you want Vello to send the email to clients.Note: It is not possible to enter a date and time in the next five minutes.
- Select Send now, Schedule send, or Save draft as necessary.