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Avantly Help Center

Review and approve requests

When a campaign’s auto-approve rule is set to Manual Review, every submission lands in the Requests queue as a donation request marked Awaiting Decision, waiting for staff to decide.

  1. Open Requests and select a request that’s Awaiting Decision.

    A donation request open, showing requester details and Approve/Reject/Delete buttons
    Reviewing a donation request

  2. Select Approve, then choose:

    • An expiration date
    • The approved amount
    • Which redemption locations the certificate is valid at
    • The message to the requester shown alongside their certificate
    • An optional internal tag
    Approve request form with expiration date, approved amount, redemption locations, message to requester, and tag fields
    Approving a request

  3. Confirm Approve. Avantly automatically generates a gift certificate with a PDF and QR code, and emails it to the requester.

  4. To decline instead, select Reject and provide a public response/reason. A decline email is sent automatically, unless it’s disabled for this campaign.

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