Custom Dashboard Cards

Scheduling a Group Send from a Custom Dashboard Card

Want to receive notice of an important key date that isn't a birthday, turning XX date, or renewal? Levitate offers Custom Dashboard Cards so you can keep track of all kinds of important dates.

First, to get a Custom Dashboard Card set up, you'll need to work with your Success Specialist. Contacts will need to have a date-based Key Fact with the same identifier. Contacts can have unique dates for the Key Fact, but the Key Fact identifier must be the same.

Here's what it will look like on a Contact Profile— the green calendar icon means that this date will show on the Custom Dashboard Card for notification purposes.

To give a little more context— here is what the spreadsheet with this Key Fact Looks like. The contacts have the same Key Fact prefix and different dates.

Here's what the Custom Dashboard Card will look like

And here's a closeup

Clicking on the Custom Dashboard Card will pull up a new blank email template. You can use an existing campaign, use AI to write a new one, or draft one yourself to send out.

These emails will send just like a group email campaign. After the campaign is scheduled, it can be edited, rescheduled, or canceled from the group email report page. You can also add or remove recipients from this page. Once the email send has begun, you cannot make changes to the email.

Custom dashboard cards now support automations as well, so you can select an automation to be run from the dashboard card itself. To be able to kick off an automation using a Custom Dashboard Card, the automation must first be set up through Automations.

Zooming in a little— here is the Automation that will correspond with my Key Date

Once the Automation has been created, it will automatically wire up to the Custom Dashboard Card

Please reach out to your Customer Success or our Support team so we can add a custom card for you based on a key phrase.