How Avantly works

Avantly has two independent flows that share the same account, branding, and user permissions: the gift certificate flow and the feedback survey flow.

The gift certificate flow

1. You create a campaign: a donation request form with its own fields, branding, email templates, and rules.
2. You publish the campaign — either embedded as an iframe on your own website, or as a hosted link you share directly.
3. A customer fills out the form. This creates a donation request with status Requested.
4. Depending on the campaign’s auto-approve rule, the request is either:
   • left in the queue for staff to review and approve or reject, or
   • auto-issued immediately for a fixed amount, or
   • auto-rejected immediately.
5. Approval automatically generates a gift certificate — a unique code with a PDF and QR code — and emails it to the requester.
6. Whoever holds the certificate brings it to your business (or one of your locations) to redeem it. Staff look the code up, confirm the amount, and record the redemption.
7. Optional follow-up emails can go out automatically after issuance, depending on whether the certificate was redeemed.

Staff can also skip the request step entirely and issue a certificate manually — useful for phone requests, walk-ins, or one-off gestures.

The feedback survey flow

1. You configure a feedback survey with a star-rating question and one or more rating bands (for example, 1–3 stars vs. 4–5 stars).
2. Each rating band has its own optional follow-up question and its own “thank you” action — commonly a redirect to a public review site for high ratings, and a private comment box for low ratings.
3. You share the survey link — often via a QR code / preset tied to a specific table, server, or event, so responses can be attributed without the customer typing anything extra.
4. Customers rate their experience and, depending on their rating, either leave a public review or send you private feedback.

What’s shared across both flows

• Customers & locations — your business account, which can have multiple physical locations under one parent account.
• Branding — a default look for your account, which individual campaigns can override.
• Users & permissions — who on your team can see and do what.

Architecture, in short

The public donation form and feedback survey pages are served directly by Avantly — you don’t host anything yourself (unless you choose to embed the donation form as an iframe on your own site). All data — campaigns, requests, certificates, redemptions, survey responses — lives in your Avantly account and is available in the admin dashboard and in reports and exports.