How do I set up a new campaign?
Create a campaign and configure the donation form, branding, and auto-approve rules.

How do I set up a new campaign?
Create a campaign and configure the donation form, branding, and auto-approve rules.
How do customers request a gift certificate?
Learn the donation request flow, from form submission to approval.
How do I issue a certificate?
How does redemption work?
Walk through redeeming a certificate at the point of sale.
How do feedback surveys work?
Set up rating-based routing to collect reviews and private feedback.
How do I change campaign settings?
Configure campaign settings — forms, emails, and approval rules.
Getting Started
New to Avantly? Start with what Avantly is and how the pieces fit together.
Core Concepts
Look up any entity in the system — Campaigns, Gift Certificates, Feedback Surveys, and more.
Guides
Step-by-step instructions for the tasks you do every day, organized by area: campaigns, certificates, surveys, and account management.
FAQ
Quick answers to the questions we hear most often — see the FAQ page.