Connection Types
The basics
Each contact in Levitate has one contact owner, and is able to have a multitude of connections. Now, leveraging information that's already in MyCase, QQ Catalyst, AMS360, and HawkSoft Levitate is able to use 'connection types' to make sending out different types of messages, from different types of contacts, more seamless.
What it'll look like
Now, 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.
QQ Catalyst: CSR and Producer
Hawksoft: CSR and Producer
AMS 360: Executive and Representative
MyCase: Lead Attorney and Originating Attorney
Contact Ownership + Mapping
As far as contact ownership goes, mapping for ownership will still be determined in each account's integration settings— ownership can be mapped by CSR, Producer, Lead Attorney etc.— and connection type will not change or override ownership mapping.
All connection types will now be mapped on the Integration’s settings page.
Note you can now also filter down the user mapping table by the “type” column using the dropdown in the top right hand corner.
How to get a send set up on behalf of a connection type
When setting up a send on behalf of other users, the drop down menu seen above can be used to choose which connection type the message will be sent from, i.e. if you want to send a Holiday Greeting from the Producer, but a renewal from the CSR, that is now totally possible— as long as those fields are properly entered in via the integrated software.
If there is no connection type that matches what is chosen, the sender will default to Contact Owner.
Automations are not currently supported so you will not see the new connection type options regardless of what the 'Send Bday/Renewal Email' setting is set to.
Currently, connection types are only available for Levitate users that are integrated with HawkSoft, QQ Catalyst, AMS 360, and MyCase.
Sending out automation steps by connection type
If you're setting up a new automation, and want to make specific steps go out from a specific connection type, you're able to set that up!
What it'll look like when setting up an automation:
