Connection Types
The basics
Each contact in Levitate has one contact owner, and is able to have a multitude of connections. Using information that's already in your integrated system, Levitate uses 'connection types' to make sending out different types of messages, from different people connected to a contact, more seamless.
Note: Sending from a connection type must be turned on for your account, and your user needs permission to send on behalf of others. Contact Levitate Support to turn it on.
What it'll look like
In addition to sending from Contact owner or one specifically chosen user, users can send from any of the connection types defined in their source system. Connection types are available for these systems:
- QQ Catalyst: CSR and Producer
- HawkSoft: CSR and Producer
- AMS 360: Executive and Representative
- MyCase: Lead Attorney and Originating Attorney
- CasePeer: Lead Attorney and Case Manager
In the Send from dropdown, each connection type appears as "Type for the recipient", for example CSR for the recipient.
Connection type columns in the People table
When your account has connection types from an integration, those types appear as optional columns in the People table. To enable them:
- Go to Contacts and open Table Settings from the right-hand drawer.
- Under the Connections section, you will see Contact Owner plus one column for each connection type on your account (for example, CSR or Producer).
- Check the box next to any connection type column to show it in the table. Up to eight columns can be visible at once across all groups.
Once a column is enabled, each row displays the name of the assigned holder for that connection type. If a contact has more than one holder for the same type, the first name is shown with a +N more link — hover over it to see the full list. Contacts with no holder assigned show --.
Note: Connection type columns are hidden by default and are non-sortable. Accounts with no non-Owner connection types will see only Contact Owner under Connections in Table Settings.
Contact Ownership + Mapping
As far as contact ownership goes, mapping for ownership is still determined in each account's integration settings— ownership can be mapped by CSR, Producer, Lead Attorney etc.— and connection type does not change or override ownership mapping.
Connection types are mapped to Levitate users in the integration's user mapping. For most integrations, Levitate Support manages this mapping for you.
The user mapping table can be filtered by connection type using the Browse Type dropdown.
How to get a send set up on behalf of a connection type
When setting up a send on behalf of other users, the Send from dropdown in the email or texting composer can be used to choose which connection type the message will be sent from. For example, you can send a Holiday Greeting from the Producer, but a renewal from the CSR, as long as those fields are properly entered in the integrated software.
If there is no connection type that matches what is chosen, the sender will default to the contact owner.
Sending out automation steps by connection type
Automation steps can also be sent from a connection type. In the automation step, check Always send this step from and choose the connection type. If a contact has no matching connection, that step is sent from the contact owner.