Surveys & feedback

Understand the experience behind the answer.

A quick vote tells you what people prefer. A survey helps you understand why. Create a branded feedback experience with the depth your question deserves, then review responses alongside the account relationship.

Compare availability See it in practice

Thoughtful tools. More connected relationships.

Inside the actual platform

Go deeper with feedback.

Organize surveys and review participation in your practice workspace. Open the image to inspect the full-size screen.

Actual Avlo survey library with a sample practice experience survey and response activity — Actual Avlo screenDemo data · Not customer results

Choose the right questions.

Combine choice questions, ratings, opinion scales, NPS, and short or long written answers in a survey.

Shape the experience.

Use conditional questions based on earlier answers, branded themes, and welcome and thank-you screens.

Recognize participation.

Assign surveys to accounts, track completion, and enable a participation reward when it fits your program.

Illustrative workflow / Not customer results

Understand a client's recent experience.

An example of how your team could use surveys & feedback in Avlo.

01
Build a survey with a rating and an open-ended feedback question.
02
Assign it to the relevant accounts, with an optional reward.
03
Review completed responses and decide how your team should follow up.

What you can follow

Make the activity visible.

Review assignments, responses, completion rates, and the answers clients actually shared.

Before you launch

Know what is involved.

Your practice chooses questions, audiences, rewards, and how to act on feedback. Responses reflect participants' experiences; a survey does not guarantee a representative sample.

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.

Polls

Ask a quick question, collect votes, and connect selected answers to follow-up workflows.

Explore polls

Automations

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

Explore automations

Communications

Bring email, SMS, templates, notices, and client follow-up into the same workspace.

Explore communications

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.