The Vello campaigns feature has a set of filters that you can use to control which clients receive an email. For example, you can send an email to all clients who have pets that are more than 10 years old.
After you make an email, you can select Filter recipients in the Campaign details dialog box to get access to the filters:
Vello campaigns includes a set of filter types that you can use to send emails only to specified types of clients. The filter types are:
Species
Breed
Patient age
Sex
Last appointment in the selected date range
You can:
Select more than one filter (for example, you can select a species and a sex)
Make more than one selection for species, breed, and sex (for example, in the Species section, you can select canine and feline)
Note:The available species, breed, and sex that show as available to select are synced directly from your PIMS.
Note: In the Campaign details dialog box, Vello automatically selects Exclude clients with only deceased or inactive pets. If you want to send an email to clients that have only deceased or inactive pets, you can clear the setting.
Kristine Kochanski is a client of Callisto Vets and their dog, Ruby is seven years old. James McCoy at Callisto Vets wants to send an email that is only applicable to canines that are between five years old and 10 years old. To make sure that Vello only sends the email to the applicable clients, James:
Selects Canine in the Species section
Sets the applicable date range in the Patient age section
As a result, when James sends the email in Vello, Kristine receives it.
Note:ezyVet hospitals: If you use filters, Vello only sends the email to clients of the hospital that you use Vello settings in ezyVet to sign in to.Figure 1. Vello settings in ezyVet If you want to send an email to all clients of your ezyVet site, select Send to all clients in the Recipients dialog box.
Note:Neo branches: If you use filters, Vello only sends the email to clients of the branch that you use the IDEXX Vello screen in Neo to sign in to.Figure 2. IDEXX Vello screen in Neo If you want to send an email to all clients of your Neo site, select Send to all clients in the Recipients dialog box.
