home

Browse documentation

Vello Knowledge Center

Get access to documentation, training, and other high-quality resources.

Make changes to the Vello thank-you email

Examples of changes you can make to a thank-you email include email content changes, or add a survey link or practice review link.

To make changes, do this procedure.
  1. Open Vello from your PIMS.
    Note: If you use Cornerstone, sign in to mycornerstone.idexx.com to get access to Vello.
  2. In the left sidebar, select Post-Appointment.
    The Post-Appointment command
    Note: If the left sidebar is closed, select the post-appointment button:

    Vello shows a Post-Appointments screen.
  3. Adjacent to Thank-You Message, select Edit.
    Vello shows a Thank-You Message dialog box.
  4. In the Email Body box, make changes to the text as necessary.
  5. If you want to include a survey link in the email, select Attach from Survey Library or select Enter Custom Link.
    The Attach from Survey Library and Enter Custom Link settings
    Note: If you select Attach from Survey Library, select an applicable Vello survey.

    The thank-you email keeps the attached version of the survey until you attach the new version. If you make changes to the survey after you attach it, attach the survey again to use the new version.

    If you select Enter Custom Link, enter an applicable survey address.

  6. If you want to include a review link, enter it in the box shown in the Reviews section.
  7. Select Done.
    The Done button
  8. Select Publish Changes.
    The Publish Changes button
The thank-you email has the changes.