Financial - Latest Releases

Integrations we now have: Office365, Gmail, Outlook, Redtail (June ‘21)

We can also build lead parsers for customers who receive leads or prospects in their email. 

Existing lead parsers: Dave Ramsey ELP, SmartVestor

  • Segments (launched Sept ‘21)→  You now have the ability to create segments when building out automations. For example, send welcome kits tailored to the type of clients you serve or, based on the services you’re providing them. This is a great way to personalize even further without having to stay on top of it daily yourself. Just set up your automations and let Levitate do the work!
  • Automations have evolved.(launched June - Aug ‘21) → A sampling of things we can now do:
    • Quarterly/annual portfolio review reminders - Remind clients that it’s time to review their portfolio without having to keep track of it all yourself. You can even choose how far in advance you want to send them now, so if 90 days before is better for you, or 30 days works well, you have options!
      • Pro Tip: Include your Meeting Booking link to cut out the back and forth scheduling needs entirely!
    • Birthday automations - Automatically send personalized birthday wishes that feel special.
    • Leads- If you’re getting leads from your website or another paid service, we’ve improved the functionality so that you can automate your responses and reach your leads quicker than ever.
    • Texting - You can even set up texting for certain automations, like birthdays and new clients, to contact your clients in a personal and authentic way. (Must be driven by an integration)
  • Send campaigns to individuals without having to tag them first (launched Aug ‘21) We’ve added the ability for you to search and add individuals as recipients for your campaigns as well as the option to send yourself a test email before sending anything out to your contacts.
  • Texting (launched Aug ‘21) →  While we believe email marketing should be your primary communication method there are times where a text can help clients feel an extra level of personal touch. Our new texting feature allows you to easily text from a dedicated phone number (not your personal line) to send birthday wishes, check-in, remind clients of appointments, and more.

  • Update to Syncing in Redtail  (launched Jul ‘21)  →If you're a user of Redtail, we have exciting news for you! We implemented an update that will sync all of your activity including phone calls and appointments going forward. Not only that, but this update also backfills activity from up to one year ago.

  • Meeting Booking (launched June ‘21) →  Levitate users can quickly and easily invite clients to a meeting right from their dashboard or share a link via email to streamline outreach. The solution functions exactly like other meeting scheduling tools you may have used, such as Calendly--and now, you can get it all from Levitate.  (Google, Office365, and Exchange users)
  • Ability to Spread Out Sends (launched May ‘21)→ We know your time is valuable, which is why we’ve added the option to spread out the sending of a campaign across multiple days rather than simply all at once. Doing so will grant you more time to manage the responses you receive and get back to your clients.
  • Option to Allow HTML Newsletters to Send From Client’s Email Provider (launched May ‘21) → If you’re a fan of our HTML newsletter templates, or are interested in giving them a try, know that you now have the ability to decide whether to send them through your email provider or ours.
  • Content Alerts (launched March ‘21) →  One great new feature of Levitate is our Content Alerts. We take the work out of finding relevant content to share for your specific line of business by notifying you proactively with Content Alerts. We’ll do the work and deliver easy-to-send campaigns right to your (virtual) doorstep. Some examples of content alerts you’ll receive:
    • Current event content such as our weekly and monthly market updates, legislative impacts on retirement planning, market news (e.g. GameStop Short Squeeze), life insurance trends, and more
    • Seasonal and holiday content to keep your campaigns timely
    • Ready-to-use updated industry-specific content that’s relevant to your clients
  • Smart salutations now show both names of couples who share an email address if imported from Redtail (launched Mar ‘21)🡪 If you’re a user of Redtail and have contacts comprised of spouses who share a primary email address, our smart salutation will now show both of their names in the {{first name}} merge field.
  • Our Outlook plug-in is adding new functionality (launched March ‘21)  🡪You’ll now have the option to continuously track with Levitate and save current emails as notes in the app
  • Keep clients on schedule with our annual review reminders (launched Feb ‘21) → On your Levitate dashboard, you’ll now see the financial reviews you have coming up in the current month based on your clients’ key facts. Watch this video for step-by-step instructions on how to capitalize on this great new feature.
  • Merge field options have expanded (launched Feb ‘21)  → We’ve added a handful of new merge fields that you can utilize when creating a campaign. Read this helpful guide and give them a try to make your emails feel even more personalized.
  • Advanced search improvements (launched Feb ‘21)  → When you’re selecting which groups of contacts you want to receive a campaign, you can now use up to 10 different filters in order to target the exact audience you’re looking for. See how it’s done.