About Vello surveys
Use Vello surveys to make high-quality online surveys. You can send the surveys directly from Vello to clients and completed survey data shows directly in Vello.
With Vello surveys:
- It is not necessary for you to use a different company or different system to make and send surveys
- You can quickly and easily show pet and patient owner information from your PIMS in surveys
- Your practice can keep survey data in Vello
Reporting for surveys is easy and report data is available directly in Vello
Survey designer
The Vello survey designer is the tool that you use to make surveys. Examples of what you can use the survey designer to do include:
- Add a survey image (for example, your practice logo)
- Add input types to questions (for example, text boxes, rating scales, and checkboxes)
- Add survey variables to questions to quickly and easily show pet and pet owner information (for example, pet name or pet owner address)
- Put groups of survey questions in dedicated survey pages
- Make a fully prepared survey available for clients to open and complete
Note: Only a practice manager has access to the survey designer.
The survey designer can use AI to automatically make a survey with these two methods:
- You can enter an AI prompt for Vello to automatically make a survey
- You can import a PDF document that Vello automatically makes a survey from
This table gives information about each method:
| Method | Information |
|---|---|
| AI prompt | To use an AI prompt, select the Generate with AI button that shows in the survey designer. Then, enter an AI prompt. For example, enter Create a customer satisfaction survey for a clinic. Ask for name, city, NPS score 0-10, and an optional comment. Make NPS score required. |
| PDF document import | To use a PDF document, select the Import PDF button that shows in the survey designer. Then, find and select an applicable PDF document. Note: For AI to make a survey from a PDF document, the document must have text content. Vello cannot make a survey from a PDF document that shows text as images (for example text that is a scanned image). |
Note: When you use AI to make a survey, do a check of the survey content as shown in the survey designer and make sure that it is correct.
Survey links
Clients use a survey link to open and complete a survey.
As the last step to make a survey with the survey designer, you select Publish in the Survey Designer screen. Then, you can get the survey link for the survey and send the link to one or more clients.
Available methods to send a survey link include:
- A text message that you send with the Vello inbox
- Vello quick replies
- A general email or a Vello thank-you email
- An email that you use Vello's Mass Communications feature to send
Tip: A Vello thank-you email is a good method to quickly and easily send a survey to clients. Vello can automatically send a thank-you email with a survey link after a patient has their appointment.
Survey statuses
The Surveys screen in Vello shows entries for each survey that you make. Each entry shows a status:
This table gives each status and information about it:
| Survey status | Information |
|---|---|
| Published | The Published status identifies a survey that is prepared for clients to open and complete. A survey entry has the Published status after you add all the necessary content to a survey, then select Publish in the Survey Designer screen. A survey with the Published status has a survey link that you can get and send to clients. Note: A survey that has the Published status is permanently locked and you cannot make changes to it. As an alternative, you can make a copy of the survey, then make changes to the copy. |
| Draft | The Draft status identifies a survey that you started to make with the survey designer. It is not possible to get a survey link for a survey has the Draft status. And you cannot show a report for a survey that has the status. |
| Archived | The Archived status identifies a survey that you archived. |
Survey reporting
Vello has dedicated reporting for completed surveys. Examples of data that you can use survey reporting to get include:
- The name of each client who completed a survey and the date that they completed it
- Each survey question
- The information that a client entered or selected for each survey question
Tip: You can export survey report data as CSV format.
Archived surveys
To make survey maintenance easier, you can archive a survey. After you archive a survey:
- Vello sets the Archived status for the survey
- The Surveys screen does not show archived surveys unless you select the Show Archived setting in the screen
Note: It is not possible to permanently remove a survey from Vello. You can only archive surveys.