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 Custom filters in the Recipients section of the Campaign details screen to get access to the filters:
Each filter uses one type of information about your clients and their pets (for example, the species of a pet). This table gives each filter that you can add in the first box shown and more filters that you can select for it:
Filter
What you can select
Species, Breed, or Sex
Note:The available species, breed, and sex that show as available to select are synced directly from your PIMS.
is or is not, and one or more values.
Age
at least, under, at most, between, or exactly, with years and months.
Appointment history
Select:
includes or does not include
The applicable appointment types
A specified period:
Any time
In the last 3, 6, 12, 18, or 24 months
More than 3, 6, 12, 18, or 24 months ago
Since a date that you select
If you want, you can select the Include clients who have never had an appointment checkbox.
Note: If you selected one or more appointment types, the checkbox shows Include clients who have never had one of these appointments.
Note:Vello uses the date of an appointment, and not the status of the appointment. For example, Vello counts appointments that were canceled or missed. If the date is before today, Vello counts the appointment.
The appointment types that Vello uses as a filter are synced from your PIMS.
Medical service
Select:
includes or does not include
The applicable medical service reminders
The due date of the medical services:
Any due date
Overdue
Overdue by 90+ days, 6+ months, or 12+ months
Due in the next 30 or 90 days
The medical service data that Vello uses as a filter is synced 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.
To add more filters, select And or Or. This table gives the function of each filter:
Filter
Function
And
Select And to add a filter to a set of filters. Vello only sends the email to clients that agree with all of the filters in the set. For example:
You add a Species filter and select Canine
You select And
You add an Age filter that is between five years and 10 years
Result: Vello only sends the email to clients that have a canine that is between five years and 10 years old.
Or
Select Or to start a new set of filters. Vello sends the email to clients that agree with all of the filters in one or more of the sets. For example:
You add a Species filter and select Canine
You select Or
You add a Species filter, and select Feline
Result: Vello sends the email to clients that have a canine and to clients that have a feline.
Note:ezyVet hospitals: 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 Everyone in the Recipients section.
Note:Neo branches: 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 Everyone in the Recipients section.
