> ## Documentation Index
> Fetch the complete documentation index at: https://help.getvero.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart Guide

> Get up and running with Vero 2.0 in minutes—from setup to your first campaign.

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

## 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

## Before you begin

You'll need:

* A Vero account ([sign up for free](https://getvero.com/get-started))
* An email address to send campaigns from
* A list of customer emails (CSV file or access to your database)

## 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.

<Note>New projects are set to **Test** mode by default, which means emails are redirected to a test address rather than sent to real customers. You'll need to switch to **Live** mode when you're ready to send. See [Project send modes](/vero-2/account-settings/project-send-modes).</Note>

[Learn more about projects](/vero-2/getting-started/core-concepts#projects)

## Step 2: Add users to Vero

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

### 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.

### 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](/vero-2/data-sources/how-to-connect-to-snowflake)

### 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](https://github.com/getvero/vero-api) or use the [Track API](/api-reference/track/overview)
3. Call `_vero.identify()` to create or update user profiles

```javascript theme={null}
_vero.identify({
  id: 'user_12345',
  email: 'customer@example.com',
  first_name: 'Jane',
  plan: 'Premium'
});
```

[View API documentation](/api-reference/track/overview)

## 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.

### Use Vero Mailer (quickest)

The Vero Mailer channel is already set up. Skip to Step 4 to send your first campaign.

### Use your own domain (recommended for production)

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](/vero-2/channels/email/how-to-configure-the-email-channel)

## Step 4: Send your first campaign

Now you're ready to send a campaign.

### Create a Single Message campaign

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

### 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**

### 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**

### 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](/vero-2/campaigns/broadcasts/adding-an-audience-to-your-campaign)

## Next steps

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

### Track user events

Set up event tracking to trigger automated campaigns based on user behavior:

```javascript theme={null}
_vero.track('purchased', {
  item: 'Premium Plan',
  price: 99.00
});
```

[Learn about event tracking](/vero-2/events/setting-up-event-tracking)

### 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](/vero-2/campaigns/journeys/creating-and-editing-journeys)

### 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](/vero-2/segments/what-are-segments)

### Personalize your messages

Use Liquid templating to add dynamic content:

```liquid theme={null}
Hi {{ user.first_name | default: "there" }},

Thanks for joining {{ user.plan }}!
```

[Learn about personalization](/vero-2/message-content/how-to-personalise-your-message-using-liquid)

## Get help

Need assistance? We're here to help:

* **Email support**: [support@getvero.com](mailto:support@getvero.com)
* **Documentation**: Browse our [complete guide](/vero-2/getting-started/core-concepts)
* **API reference**: Check the [developer docs](/developer-docs/overview)

Ready to dive deeper? Explore our [core concepts](/vero-2/getting-started/core-concepts) to understand how all of Vero's features work together.