After you make a Vello campaigns email, you can send it to all clients or only some clients.

1. Open Vello from your PIMS.
   Note: If you use Cornerstone, sign in to practice.vello.idexx.com to get access to Vello.
2. In the left sidebar, select Campaigns.
   Note: If the left sidebar is closed, select the campaigns button:
   
   
3. Select New campaign.
   Note: If you want to make changes to a draft email, select the vertical ellipsis ( ⋮ ) that shows adjacent to the applicable email. Then select Edit.
   Vello shows a New campaign dialog box.
4. In the Campaign name box, enter a name for the campaign.
   Note: The campaign name shows only to you and to other staff.
5. In the Description box, enter information as necessary.
   Note: The Description information shows only to you and other staff.
6. Select an available template in IDEXX Recommended or select Build your own to select a layout for the email.
7. Select Start building.
   Vello shows the content builder.
8. In the Subject box, enter an email subject.
   Tip: To add a variable to the email subject, select the variable button. Vello uses data from your PIMS to automatically replace the variable with client names, pet names, and other information.

   
   
   

   Note: You can select the star button adjacent to the variable button to make an email subject with AI. As a result, the email subject can automatically include email variables.
9. Add images, text, and links.
   Tip: If the email builder knows about problems with the content that you add, it shows a number adjacent to Audit. The number identifies the number of problems. To show a list of problems, select Audit. Then select a list entry to go to the content that has the problem and correct it. The email builder does a check and tells you if the email incorrectly shows placeholder text and not an email variable (for example, if you use AI to make an email and the content incorrectly shows [Client Name] and not the email variable).

   
   
   

10. If you want to add sections to the email, drag Section from the left panel to the email as necessary.
    
11. To do a check of the content, select Preview.
    
12. When the content is prepared, select Set schedule and recipients.
    Vello shows a Campaign details screen.
13. In the Recipients section, select Everyone or Custom filters as necessary.
    Note: The number of recipients includes only clients who are subscribed to marketing emails and have a correct email address.

    Note: If you select Custom filters, Vello shows a filter builder that you can use to set filters as necessary. For example, if you want to send an email only to patients of a specified age, add the Age filter and set an applicable age.

    Tip: To send a test email, select Send test. Then, enter an applicable email address.
14. In the Schedule section, select Send now or Send later as necessary.
    Note: If you select Send later, enter the date and time that you want Vello to send the email. Then, select the applicable time zone in the Timezone box.

    Note: It is not possible to enter a date and time that is in the next five minutes.
15. Select Send now or Schedule send as necessary.
    Vello shows a Review and confirm details pop-up window.
16. Do a check of the information and select Send now or Schedule send as necessary.