Communications

Stay in touch with the whole relationship in view.

Communication should be connected to the client experience, not scattered across separate inboxes and reminders. Manage messages and templates alongside the accounts and programs they relate to.

Compare availability See it in practice

Thoughtful tools. More connected relationships.

Create reusable messages.

Prepare email and SMS templates for the recurring conversations your team needs to have.

Keep the purpose clear.

Organize system, transactional, and marketing communication so operational messages and promotions are not treated as the same thing.

Connect to follow-up.

Use messages within configured automations and review communication activity as part of the wider practice workflow.

Illustrative workflow / Not customer results

A consistent invitation to participate.

An example of how your team could use communications in Avlo.

01
Prepare a message in your practice's voice.
02
Use it in a supported communication or automation workflow for the intended audience.
03
Review delivery activity and the participation recorded by the linked program.

What you can follow

Make the activity visible.

Review message activity and available communication analytics, then check the program's own participation or response reporting.

Before you launch

Know what is involved.

Outbound email and SMS require provider configuration. Applicable consent, sender setup, delivery restrictions, and usage charges still apply; delivery is not guaranteed.

Feature access and capacity vary by subscription. The live plan comparison is the source of truth for your operating level.

Review plans and requirements

Better connected

One part of
a bigger platform.

Connect this capability with the rest of your client experience. You don't have to begin with a membership program.

Referrals & rewards

Build referral programs with sharing links, eligibility rules, and rewards you can track.

Explore referrals & rewards

Education & educational rewards

Publish educational articles, add quizzes, and recognize participation with optional rewards.

Explore education & educational rewards

Automations

Build event-driven journeys with conditions, waits, messages, actions, polls, and surveys.

Explore automations

Your next chapter

Beautiful care.
Extraordinary potential.

Build loyalty. Listen to clients. Connect the next action.
Start with engagement. Add memberships when they fit.

Start with Avlo Talk to our team

Explore the right operating level for your practice. Features and setup vary.