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Welcome to Vero 2.0! This guide will walk you through the essential steps to start sending personalized campaigns to your customers.

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What you’ll accomplish

By the end of this guide, you’ll have:
  • Set up your Vero project
  • Added your first users
  • Configured an email channel
  • Sent your first campaign
Time to complete: 15-20 minutes

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Before you begin

You’ll need:
  • A Vero account (sign up for free)
  • An email address to send campaigns from
  • A list of customer emails (CSV file or access to your database)

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Step 1: Create your project

When you first sign in to Vero 2.0, you’ll create a project. Your project contains all your campaigns, user profiles, and settings.
  1. Click Create Project
  2. Enter your Project Name (e.g., “Production” or “Marketing”)
  3. Select your timezone—this determines when scheduled campaigns are sent
  4. Click Create
Your project is now ready to use. Learn more about projects

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Step 2: Add users to Vero

You need user profiles in Vero before you can send campaigns. There are several ways to add users:

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Option A: Import a CSV (fastest for getting started)

  1. Prepare a CSV file with at least an id and email column
  2. Go to Campaigns → Create Campaign → Single Message
  3. In the Audience step, select Upload CSV
  4. Drag and drop your CSV file
  5. Map your columns to Vero fields
Your users are now in Vero and ready to receive campaigns.

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Option B: Use your data warehouse

If you store customer data in Snowflake, BigQuery, Redshift, PostgreSQL, MySQL, or SQL Server, you can connect directly:
  1. Go to Data Sources → Add Data Source
  2. Select your warehouse type
  3. Enter your connection credentials
  4. Test the connection
You can now query your warehouse directly when building campaign audiences. Learn more about data sources

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Option C: Track users via API

For real-time tracking as users interact with your product:
  1. Get your API key from Settings → API Keys
  2. Install the Vero JavaScript SDK or use the Track API
  3. Call _vero.identify() to create or update user profiles
_vero.identify({
  id: 'user_12345',
  email: 'customer@example.com',
  first_name: 'Jane',
  plan: 'Premium'
});
View API documentation

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Step 3: Set up your email channel

Vero comes with a pre-configured email channel called “Vero Mailer” so you can start sending immediately. However, emails will show “via veromailer.com” in email clients.

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Use Vero Mailer (quickest)

The Vero Mailer channel is already set up. Skip to Step 4 to send your first campaign. To send from your own domain and improve deliverability:
  1. Go to Channels → Add Channel
  2. Select Custom Domain
  3. Enter your domain (e.g., yourdomain.com)
  4. Add the provided DNS records to your DNS host
  5. Click Verify Domain
Once verified, your emails will send from your domain without the “via” message. Learn more about email channels

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Step 4: Send your first campaign

Now you’re ready to send a campaign.

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Create a Single Message campaign

  1. Go to Campaigns → Create Campaign
  2. Select Single Message
  3. Name your campaign (e.g., “Welcome Email”)

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Add your audience

  1. In the Audience step, choose how to define your recipients:
    • CSV Upload: Use the CSV you uploaded in Step 2
    • Segment: Target users who match specific conditions
    • SQL Query: Query your data warehouse directly
  2. Click Next

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Create your message

  1. Select your Channel (email)
  2. Set your From Name and From Email
  3. Enter your Subject Line
  4. Design your email using:
    • Drag & Drop Editor: Visual email builder
    • HTML Editor: Write custom HTML
    • Plain Text: Simple text emails
  5. Click Next

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Send or schedule

  1. Choose when to send:
    • Send Now: Send immediately
    • Schedule: Pick a specific date and time
  2. Review your campaign details
  3. Click Send Campaign
Your first campaign is on its way! Learn more about Single Message campaigns

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Next steps

Now that you’ve sent your first campaign, here’s what to explore next:

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Track user events

Set up event tracking to trigger automated campaigns based on user behavior: 
_vero.track('purchased', {
  item: 'Premium Plan',
  price: 99.00
});
Learn about event tracking

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Create automated Journeys

Build multi-step, event-triggered campaigns that respond to what your users do:
  1. Go to Campaigns → Create Campaign → Journey
  2. Add triggers, messages, delays, and conditions
  3. Activate your journey
Learn about Journeys

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Build segments

Create reusable audience segments based on user properties and behavior:
  1. Go to Segments → Create Segment
  2. Add conditions (e.g., “plan equals Premium”)
  3. Use segments across multiple campaigns
Learn about segments

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Personalize your messages

Use Liquid templating to add dynamic content: 
Hi {{ user.first_name | default: "there" }},

Thanks for joining {{ user.plan }}!
Learn about personalization

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Get help

Need assistance? We’re here to help: Ready to dive deeper? Explore our core concepts to understand how all of Vero’s features work together.