Creating a new Broadcast campaign
To create a Broadcast:- Go to the Broadcasts page
- Click Add Broadcast
- Enter a Campaign Name to help you identify it later
- Click Create
Your new campaign is created and ready to configure.
Setting up your campaign
After creating a new Broadcast campaign, you’ll configure three core sections that define how your campaign works:1. Trigger
The trigger determines when your campaign sends. Click Edit in the Trigger section to choose from the following options:
Immediate
Send your campaign as soon as you click “Start”. Best for:- Urgent announcements
- Time-sensitive promotions
- Quick one-off messages
Scheduled
Send your campaign at a specific date and time. Best for:- Product launches
- Event invitations
- Timed announcements aligned with other marketing activities
Recurring Schedule
Automatically send your campaign on a repeating schedule. Best for:- Weekly newsletters
- Daily digest emails
- Monthly reports
- Choose from hourly, daily, weekly, or monthly intervals
- Set custom schedules using crontab notation
- Combine with SQL audiences for dynamic, always-current recipient lists
Event Trigger
Send your campaign when users perform a specific tracked action. Best for:- Welcome emails when users sign up
- Confirmation emails after purchases
- Follow-up messages based on user behavior
2. Audience
Your audience defines who receives the campaign. Click Add Audience to choose from the following options:CSV Upload
Upload a CSV file containing your recipient list. Your CSV must include:- An
idcolumn - Either an
emailcolumn (for email campaigns) orphone_numbercolumn (for SMS campaigns) - Optionally, up to 100 additional custom properties for personalization
Google Sheets
Connect a Google Sheet as your audience source. The sheet follows the same format as CSV uploads and stays synced with your campaign. Learn more about Google Sheets audiencesSQL Data Source
Query your data warehouse directly to build your audience. Supported databases:- Snowflake
- BigQuery
- Redshift
- PostgreSQL
- MySQL
- Microsoft SQL Server
Segment
Select from existing segments you’ve created in Vero. Segments are dynamic audience definitions based on:- User properties
- Events and behaviors
- Tags
- Message engagement
- Vero automatically excludes unsubscribed users from all campaigns
- Audience members must have valid email addresses or phone numbers depending on your channel
- For recurring campaigns, your SQL query is re-run on each schedule
3. Content
Your content section defines the message your audience receives. Click Edit to configure:Channel
Select which channel delivers your message:- Email — Send email messages via your configured email channel
- SMS — Send SMS messages via Twilio
Message details
For email campaigns:- Channel provider — Select which email channel to use (Vero Mailer, Custom Domain, SendGrid, etc.)
- From name — Who the email appears to be from
- From email — The sender email address
- Reply-to email — Where replies are sent (optional)
- Subject line — What users see in their inbox
- Preview text — Optional text shown in inbox previews
- Email body — Create your message using:
- Drag & Drop Editor — Visual email builder
- HTML Editor — Write custom HTML
- Rich Text Editor — Simple text formatting
- Plain Text — Unformatted text emails
- Channel provider — Select your Twilio channel
- From number — Selected from your Twilio Messaging Service
- Message body — Plain text content (160 characters per segment)
Personalization
Use Liquid templating to add dynamic content based on user data:- User properties — Any custom data on the user profile
- Event properties — Data from the triggering event (for event-triggered campaigns)
- Audience data — Custom properties from your CSV, Google Sheets, or SQL query
Templates
Speed up content creation by using templates:- Select from Vero’s template library
- Use your own saved templates
- Create a new template from scratch
Launching your campaign
Once you’ve configured your trigger, audience, and content, you’re ready to launch:- Click Review and Start at the bottom of the campaign page
- Review your campaign settings, audience size, and message preview
- Click Start Campaign
- Immediate — Campaign sends right away
- Scheduled — Campaign sends at the specified date and time
- Recurring — Campaign sends on the first scheduled run, then repeats automatically
- Event-triggered — Campaign waits for users to trigger the event
Advanced features
A/B Testing
Test up to 20 variations with manual splits or automatic winner selection
Campaign Metrics
Track sent, delivered, opened, clicked, bounced, and unsubscribed metrics
Custom Headers
Add custom email headers for tracking or integration with other tools
Unsubscribe Pages
Use Vero’s default or create a custom branded unsubscribe experience
Remove Branding
Remove “Sent with Vero” branding from your emails (paid plans)
From Email Address
Configure custom from addresses for your campaigns

