After a practice manager makes a survey, they can send it as a survey link to their clients. Then, clients use the link to open and complete the survey.

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 Surveys.
   

   Note: If the left sidebar is closed, select the surveys button:
   
   
   Vello shows a Forms screen.
3. Select Create New.
   
   Vello shows the survey designer.
4. In the Survey Name box, enter a name.
   Note: Survey Name does not show to clients.
5. Select the image button, then find and select an applicable image to add to the survey (for example, your practice logo).
   

   Note: The survey shows the image above the survey title.
6. In the Survey Title box, enter a title.
7. Select the Add Question button, or drag an input type or a survey variable from left sidebar to the button.
   
   The survey designer adds an empty question to the survey.
8. Continue to add more questions and make changes until the survey is prepared.
   Tip: To make sure the Vello keeps your changes, select Save Draft:
   
   

   Tip: To make sure that survey will show correctly for clients, select Preview:
   
   

   After you select Preview, select the laptop button to do a check of your survey content with different device types:
   
   
9. Select Publish, and in the pop-up window that Vello shows, select Publish again.
   Vello shows the Surveys screen. The screen:

   • Has a new entry for the survey that you made
   • Shows a status of Published for the new entry
10. Adjacent to the new entry, select the horizontal ellipsis (⋯), then select Copy Link.
    
    Vello puts the survey link in your device clipboard.