March 2023 Releases

10 March 2023

Social Media Drafts

Social media drafts now support multiple connections and images. Users can also toggle the preview between social media platforms. Levitate will render a preview link for each platform from this page.

In addition, users can now reorder images within a social media post. This supports both stock images and images uploaded by the user.

YOLO Automations

YOLO automations (automations that do not require a compliance workflow) can now be enabled for other types of key date automations in addition to birthdays. You can do so by checking a checkbox on the automation template.

Two-Factor Authentication

Users are now able to turn on two-factor authentication in admin settings. However, a ticket is still required to turn it off.

Tags

Tags on contact cards are now sorted alphabetically and there is now an ability to show/hide tags when the number of tags is >6.

Dashboard Sends

Users now have more flexibility in clearing contacts off of the dashboard sends. If a dashboard send is started and then closed after contacts have been removed, there will be a popup asking if they would like to retain contacts and exit or remove contacts and exit.

Happiness Dashboard Rollout Schedule

March 13 - Non-Profit
March 20 - Mortgage
March 27 - Legal
April 3 - Financial
April 10 - Insurance
April 17 - Accounting
April 24 - Real Estate

Text Message Limits

Text message limits are now live:

  • 250/day
  • 50/hr
  • 10 seconds between sends

17 March 2023

Custom Dashboard Cards

Custom dashboard cards are live! They can be added in the admin portal. Click this link for the knowledge base article.

Social Media Templates

We've updated the clickable read more that appears on the social campaign template description to open the post editor. This update also makes the image clickable to go to the editor as well. We’ve added radio buttons to rotate through images if there is more than one. We’ve shortened the truncation length so that only 4 lines of text will display and not start to overflow with strange wrapping.

24 March 2023

YOLO Automations

Users now have the ability to use YOLO automations (automations that do not require compliance approval) for new clients.

"Turning XX" Dashboard Cards

"Turning XX" cards can now be customized to show on the dashboard when contacts are turning a specific age. They will operate similarly to the “turning 65” or turning “72” dashboard cards. Currently automations are not supported for these cards.

31 March 2023

Unread Text Messages

It is now possible to filter texts by unread messages only, hiding other messages. Unread text messages are now displayed at the top of the list.

Buffer for Meeting Booking Feature

We’ve added an XX day buffer for the meeting booking feature. The dropdown will only show if Allow same day meetings is set to No. This setting can be adjusted from 1 to 10 days.

Still need help? Contact Us Contact Us