Reporting: improve project-level reporting

Help provide insight on the performance of Vero and the improvements driven by messaging across the business. Metrics that might be included: Total reach. Overall customer growth. Over unsubscribed customers growth. Metrics for the above vs. hold out group (who receives no messages). Insights into deliverability and movements. How often are customers messaged? How does this change over time? Compare a few groups/segments.

A/B testing: workflow improvements

Including: Ability to “pick a winner” and Vero automatically “handles” the other branches. Keep a history of what was there previously (see @Add versions to Workflows, Templates, etc. as this is related).

A/B testing: create a global hold-out group

Ability to define a percentage of users that do not receive any campaigns at all and report on the performance of this group vs. other groups.

Reporting: conversion reports improvements

Report on 1, 7 and 30 day windows. Report for multiple events. Ideally even “after the fact”.

User role: Customer support access to customer records but not campaigns

User role for customer support agents to search and see profile history but not campaigns.

User role: Edit but not publish

Users that can edit campaigns but not publish changes. Relies on @Add versions to Workflows, Templates, etc.

"Smart message" that automatically attempts different channels

When creating a message, specify content for more than one channel, e.g. email, SMS and iOS/Android push all at once. Set rules globally or at the campaign-level used to control which message is sent first and when other channels are attempted. Look at logic to optimise this per-recipient.

Ability to "validate" Campaign workflow object in new Campaigns API

An endpoint that can be used to validate a Campaign workflow object is valid prior to POST/PUT-ing an update. The use case is to run a test suit against multiple campaigns and only proceed to pushing changes if the changes are valid. Alternatively: it would be okay to submit updates if there was a way to conduct multiple updates as a “transaction”.

Data source: MongoDB

Connect Vero directly to MongoDB to import audiences and data.

Alert when the subject line has a Liquid mistake

Similar to what you have in the email editor, when editing a liquid, it doesn’t let you save the email and alerts you that the liquid has an error. We found that having a liquid in the subject line lets you save it and continue. It even lets you schedule the email or launch a workflow, but then, at the moment of sending, the email fails to be sent due to this mistake.

Automatic translated draft generation for multilingual campaigns (i18n)

Automate translation drafts for multilingual campaigns, helping clients simplify their process. Feature Workflow: Update an “Enable Languages” feature when creating a newsletter/Email Content within Workflows Click “Translate” to generate drafts in selected languages (e.g., Spanish, French, based on user’s locale) AI-generated drafts appear within the editor, ready for quick review and edits instead of an empty area which we have now Locale-based delivery sends emails in each recipient’s preferred language. Interface: Language-specific drafts show up in tabs or sections within the editor, allowing efficient review and minor adjustments. Why Needed: Reduces manual work for clients handling 6-10 languages. Ensures quicker, consistent multilingual messaging for diverse audiences. Technology: Anthropic or GPT models to create initial “good enough” translation drafts

Add visibility of users to delays in Workflows

It would be great to see when users enter a delay in a workflow, how many there are, who they are, and how long they’ve been in the delay to know exactly when they are supposed to move to the next step in the workflow. Thanks so much!

Click heatmaps in email reports/logs

Most email automation tools I've used in other roles offer the ability to see exactly which part of your email was clicked using heat maps (click maps). Vero currently only shows the link URLs that were clicked, the unique clicks, and total clicks. But if we have a link that is linked multiple times in an email, we'd like to track which placement of the link performed better within each email send! This functionality is extremely helpful when optimizing CTR and total clicks for various templates and campaigns. I'd love to see this built into Vero's product roadmap to help my team optimize our templates and email copy. Thanks so much!

Track "bot clicks" and "bot opens" separately from human opens and clicks

Recognise and record opens and clicks that come from a non-human source, such as Google’s automated image downloads.

When importing an audience, if there is an email address that is not valid, highlight it.

Show the offending email address.

Adding global secrets

As a user, I would like to have the option to define sensitive information as global secrets so that I can add them as variables in our templates. The benefits is two-fold: 1) In case the variable value changes, we can do it in just a single place and all usages will be updated automatically 2) We can then decouple the contents of sensitive information and "hide" it from editors. A quick example of this could be an API key that is part of a payload. In addition, each secret could have an option to be redacted on previews if we still want to prevent the secret from being shown to editors.

Faster UX for message previews

When sending a preview email for a newsletter if I add a new, unknown recipient for the test email, it is only saved after the test email is sent successfully. Wouldn't it be better to store it immediately in order to spare me another copy/paste? when I add a customer ID to that same popup, it disappears after a successful send. Wouldn't it be better to keep it until the window is closed? (session storage) same as the above, for the case where the sending fails

Ability to use "in" condition during filtering for a range of numeric values

For example, "user property X in 1, 5, 10, 20".

Conversion goals/events that trigger workflow exit

https://verocommunity.slack.com/archives/C0LTFQKQC/p1706901689673229 It would be good to have a conversion goal event remove the customer from the workflow. We have an automation that sends a series of emails, and we want to remove a customer from the workflow if/when a conversion event is triggered. Currently, conversion goals are useful only for reporting - they don't allow Vero users to remove the customer from a workflow if a conversion event occurs. Our use-case: For more context, the workflow is designed to run while a customer is on their free trial. If the user upgrades, we bump them into a different workflow relevant to their subscription tier. I could see this being applicable to other similar use-cases: Subscriptions: eg. Customer is added to / remains in workflow while a payment is failing, but exits when payment details are successfully updated In-app behaviours: eg. Customer remains in workflow while their account/profile settings have not yet been completed, exits once complete etc.

Vero WordPress Plugin as Data Source

There are many possiblities of the Vero WordPress Plugin but I will tell 2 use cases if a minimal Vero WordPress Plugin is developed. Case 1: We can have a direct form creation using Vero Plugin in WordPress and that form can be embedded anywhere using the shortcode / html code. The submitted data will work as a data scource. Case 2: We can have the Vero Dashboard inside our WordPress admin area where we can directly create campaings and manage other stuffs. Hope you like my idea because there are so many wordpress developers and still don't know about the possiblities and opportunities that Vero can provide them. Thank You Saurabh Kumar Founder @ Webriy https://webriy.com