Sending on Behalf of Users

Levitate Admins can Send on Behalf of other users— it allows better organizational flow by allowing campaign creation for all users at once. This way, one person can schedule a holiday email to the account's whole Client tag, but have it send from the contact owner's email address and signature, or just seamlessly send from one user.

When starting your send, click the dropdown beside Send From and you can choose Contact owner of the recipient or Select an employee.

The default signature of each contact owner will appear in each of their emails when the send initiates

From there, you'll schedule out the send as normal! Choose contacts or a tag group to send to.

One limitation with Send on Behalf is a wait time between when the message is scheduled and when it can send. The wait time can be one hour, two hours, or one day. To update which wait time you'd like implemented, let your Success Specialist know your preference.

Checking the Scheduled Email

Once you've schedule out an email on behalf of another Levitate user, you are able to check in on it in Tags & Reports

You're able to click in and check out the content