March 2024 Releases

Archive Satisfaction Survey Results

Now, users are able to archive satisfaction survey results. To do this, you'll need to go to each individual survey + to the responses of that survey. From there, individual responses can be deleted. We put this in place so our users and Success team can test out satisfaction surveys without having to create two surveys or alter results. It's also useful for cleaning up old data!

Default Import from email provider turned off

When a new user gets set up in Levitate, the connections that pull information (mostly contacts) from the user's email account are turned off. They can be turned on by clicking the option to populate an address book from the user's email provider, but allowing for this keeps data a bit cleaner and optimizes integration setup.

Schedule a meeting timeline

Now, when toggling the setting in Schedule a Meeting to schedule 'indefinitely into the future' we can examine up to five years out on the user's calendar. It was previously ~ 90 days.

Enlargement view for attached social media images

Now, when creating a social media post, users are now able to enlarge attached images (in the webapp and through the preview). Previously, users were only able to view thumbnails for the post— this allows for a better way to proofread the post before sending out!

New compliance workflow

Accounts with compliance settings turned on are now able to send an email or social media post directly to their compliance officer via email. There is now a space in each compliance approval needed send where the email address of the compliance officer can be included.

Once the compliance officer replies back directly to that send, Levitate is able to pick up on approval language to move the post from pending to scheduled.

This feature does not have the capability to send in the compliance PDF to a compliance portal— just to a compliance officer's direct email address.

The new flow is for social media and email!

Number management through admin profile

Now, Support and Success team members are able to manage an account's texting numbers via the account's admin settings page. Numbers are able to be made shared, assigned, or released through this page.

Read more about texting here and number management here.

Zapier + API Key Availability

We are now able to connect AgencyBloc and Bloomerang to Levitate through Zapier! Right now, we are able to pull in contact level information like name, email address, and client status.

Our Implementation team is able to facilitate connection to AgencyBloc and Bloomerang— for other apps, we have a quick how-to written up in the linked Zapier article below.

Read more about Zapier here. Read more about API Keys here.

New text message registration process

We have optimized our text message campaign registration process— if you are hoping to send more than one-on-one message to contacts via text, registration will help validate your brand and allow your text messages to be sent without being stopped for suspected spam by carriers like AT&T or T-Mobile.

Custom Fields

Now, we are able to allow for the pull of custom fields into Levitate! The field itself can be added through each account's admin page, and the value for the field can be imported via spreadsheet or added manually via contact profile. This feature will allow clients to leverage their data in a more customized way for sending! Each custom field is able to be used as a merge fields in email and text sends, as well as on social media posts and custom card sends.

Key date restore

When initially scheduled through a dashboard card, key dates that have been cancelled will now be restored automatically. This way, users are able to set up sends after cancellation immediately, if needed! Previously, we were able to restore these key facts only through an engineering ticket. Most key date sends are cancelled due to an error and do need to be reschedule.

Admins can change login emails

Now, admins on Levitate accounts are able to change their user's email addresses. To have access to this ability, Support or Success must toggle on via admin settings.

Contacts I Own vs. All Contacts default

Now, accounts are able to set a default between choosing what shows automatically when sending out a campaign. If toggled on, All Contacts will be what shows first when choosing who to send the campaign to. The setting can be toggled by Support and Success.