Choose the value.
Create a dollar credit, percentage discount, free item, bonus service, or exclusive-access offer. Link relevant offers to your catalog.

Offers & promotions
Turn a promotion into a managed client experience. Define the offer, control its availability, and follow what happens after it reaches an account, from the first view to a redeemed claim.
Inside the actual platform
See your offers alongside the claims and redemptions they generate. Open the image to inspect the full-size screen.
View full sizeCreate a dollar credit, percentage discount, free item, bonus service, or exclusive-access offer. Link relevant offers to your catalog.
Control start and expiry dates, claim and redemption deadlines, and capacity so the offer has clear limits.
Manage claims and redemption codes. Distinguish an offer that was delivered from one that was claimed or redeemed.
Illustrative workflow / Not customer results
An example of how your team could use offers & promotions in Avlo.
Choose an offer type and define its value, dates, and capacity.
Assign the offer to the intended recipients.
Record redemptions and review the claim funnel and recorded revenue.
What you can follow
Review delivered, viewed, claimed, and redeemed offers, plus recorded revenue and estimated promotional cost.
Before you launch
Your practice defines offer terms and records redemption activity. Revenue and promotional-cost reporting reflect the data entered; sending an offer is not a collected payment.
Feature access and capacity vary by subscription. The live plan comparison is the source of truth for your operating level.
Review plans and requirementsBetter connected
Connect this capability with the rest of your client experience. You don't have to begin with a membership program.
Build referral programs with sharing links, eligibility rules, and rewards you can track.
Explore referrals & rewardsBuild event-driven journeys with conditions, waits, messages, actions, polls, and surveys.
Explore automationsCreate practice-branded handouts, referral cards, flyers, social assets, and campaign materials.
Explore marketing studioYour next chapter
Build loyalty. Listen to clients. Connect the next action.
Start with engagement. Add memberships when they fit.