About Vello campaigns
Use Vello campaigns to send high-quality emails to clients.
You can use the Campaigns screen in Vello to:
- Make a new email
- Make changes to emails
- Make changes to campaign settings
- Get access to campaign reports
Examples of emails that you can make and send with the Vello campaigns feature include:
- Newsletters
- Promotions
- Information about overdue medical services
- Changes to your practice open hours
- Staff changes (for example, new staff announcements)
Configuration of Vello campaigns
The Campaigns screen shows a cog button that you can select to configure:
- The email address that receives client replies
- The social media links of your practice (For example, Facebook, X, Instagram, LinkedIn, YouTube, and TikTok)
Note: The social media links show as icons at the end of new emails. Clients can select the icons to get access to the page of your practice for the applicable website.
Note: Campaign emails show the name of your practice as the sender. You cannot change your practice name directly in campaign settings.To change the name of your practice, use the Practice Settings screen.
When you select New campaign in the Campaigns screen to make a Vello campaigns email, you can select the type of template that you want to use for the campaign. This table gives the available templates that you can select:
| Template type | More information |
|---|---|
| IDEXX template | Use the IDEXX Recommended list to select an IDEXX template that is automatically available for your practice to use for different types of campaigns (for example, cancer screening). |
| Layout | Use the Build your own tab to select a layout with sample content that you can change (for example, a layout for an email about practice closures and hours). |
Note: You cannot add campaigns to the IDEXX Recommended list.
Note: After you select a template, you can:
- Design the content of the email
- Add email variables
- Control which clients receive an email
- Send the email to clients or schedule it to send
Email statuses in the Campaigns screen
The Campaigns screen shows a list of:
- Emails that Vello sent with dates and times
- Draft emails
- Scheduled emails
Each email entry in the list shows a status and a vertical ellipsis ( ⋮ ) button. This table gives:
- Each status that could show for an email and more information about it
- The settings for the email that are available when you select the vertical ellipsis ( ⋮ ) button
| Status | More information |
Available settings when you select the vertical ellipsis( ⋮ ) button |
|---|---|---|
| Draft | An email that is not sent or scheduled. |
|
| Scheduled | An email that Vello automatically sends at the date and time that you selected. |
Note: If you select Cancel schedule, the status of the email changes to Draft. You cannot remove a scheduled email directly.
|
| Sent | An email that Vello sent. |
Note: Select View report to get access to the campaign report for the email.
|
Vello campaigns email and unsubscribed clients
A feature is available for you to find and show clients who unsubscribed from Vello campaigns emails. For more information, refer to Marketing email suppression .