Levitate Contact Profiles

A contact's profile brings together everything Levitate knows about them. The left side of the profile holds the contact's details and quick actions. The right side has tabs for their History, Connections, Files, and Data Boards. Some tabs appear only when the related feature is enabled for your account, as noted below.

Contact details

Name, title, and company

The contact's name appears at the top, with their job title and company underneath. Levitate generally creates companies based on the contact's email domain.

Editing contact info

Click Edit Profile to update the contact's name, job title, company, website, address, email, and more.

Last Interaction

The Last Interaction pill shows how long it's been since you last interacted with the contact. Its color reflects how recently you reached out:

Green— you've interacted with the contact recently (within 30 days by default)
Blue— it's been longer (within a year by default)
Red— it's been longer than that, or a tag alert for the contact is due

To change these day thresholds for your account, contact Levitate. The pill doesn't appear if there's no recorded interaction with the contact.

Visibility

The Visibility dropdown switches the contact between All employees (viewable by all Levitate users) and Private (viewable only by the contact owner and their connections). Regular users can't see private contacts; Super Admins can see all contacts, including private ones. Only the person who created the contact or an administrator can make it private, and employee contacts are always visible to everyone. You can change visibility for one contact here, or for many at once on the Contacts page. Read more about Contact Visibility.

Quick actions

The buttons under the contact's name let you send a text message, make a phone call, send an email, send a handwritten card, and book an appointment. Hover over a button to see its name. The text button appears when the contact has a phone number that can receive texts, and the handwritten card and appointment buttons appear only if those features are enabled for your account and you have permission to use them.

Keep in Touch reminders

Make sure no one slips through the cracks by clicking + Add Keep in Touch Reminder and choosing how often you'd like to be reminded to get in touch with this contact.

Key facts

Key facts can be completely text based, for your own knowledge when looking at a contact profile, or they can be tied to a date. To add one, click Add a key fact and choose the type:

General— not date related, only text based
Birthday
Anniversary— for something like a closing date
Wedding— date of marriage
Household— will connect two spouses, both contacts in Levitate, into a Household
Renewal— appears only if your account doesn't use the Policy Board
Financial Review
Any custom key fact types your account has set up

Which types appear depends on your account's setup. For example, Financial Review appears only if your account uses it, and Household appears only if the contact isn't already in a household.

Other key facts related to donations, policies, or opportunities can be added through the corresponding data board.

Date-based key facts (Birthday, Anniversary, Wedding, Financial Review, and your account's custom date types) can be edited directly from the contact profile. Click the key fact to open an edit modal where you can update the date and any associated label. Changes save immediately.

Custom fields

Custom fields appear below the key facts. They can be created through an account's Admin settings by a Success or Support Specialist. From there, values can be added through spreadsheet import or by clicking the field on the contact's profile. Read more about Custom Fields here.

History

The History tab shows a timeline of all communications with a contact— emails, text messages, notes, logged calls, and sent cards. Use the buttons at the top of the tab (Add Note, Add Action Item, and Start Automation; hover to see each name) to act on the contact.

Use the filter dropdown (Show all by default) to show one or more types of interaction, such as Show emails, Show texts, Show phone calls, or Show surveys, and check Expand all to open every item on the timeline at once.

Note: The timeline view is available when the Timeline feature is enabled for your account.

Survey responses also appear as cards on the timeline. When a contact submits a Custom Survey, a Donation Survey, or an Event Registration form, a card is added to their history with a clipboard-style icon identifying the survey type. Each card can be expanded to see details:

Custom Survey responses — shows the question and answer pairs captured in the survey.
Donation Survey responses — shows the donation amount and payment status.
Event Registration responses — shows the attendee count and confirmation number.

A card appears as soon as the contact receives a Custom Survey or Event Registration form (showing the survey was sent). The card updates to show the response once the contact submits. Donation Surveys only appear on the timeline after a donation is made.

Engagement Rate Summary

At the top of the History tab, Levitate displays a per-contact engagement summary showing Opened, Clicked, and Replied rates as whole-number percentages. Hover the info icon next to any rate to see the underlying raw counts (for example, 3 of 12 emails opened).

Only emails sent through Levitate pipelines — campaigns, automations, and newsletters — count toward these rates. The summary does not appear if a contact has no Levitate sends on record.

Note: Engagement data collection started June 27, 2026. Rates reflect sends on or after that date only.

Connections

The Connections tab shows who the contact owner is and which co-workers are connected to the contact. Ownership can be assigned from this tab as well. Read more about Contact Ownership. The Connections tab isn't shown to limited users.

Files

The Files tab gives you a focused view of files attached to the contact, gathered from across Levitate — notes, survey and file request submissions, automations, emails and newsletters, text messages, and files you have sent to the contact securely. A Source column shows where each file came from, so you can tell a document the contact uploaded from one you sent them.

From this tab you can:

Download any file attached to the contact
Send Files to the contact as a secure download link
Request Files from the contact — see File Request for how the contact's upload page works and what size and format limits apply

Use this tab when you want to review supporting context for a contact without scrolling through the full History timeline.

Note: The Files tab appears when file features are enabled for your account and your role allows viewing files. Send Files, Request Files, and deleting files each need their own permission; ask your administrator if you don't see them. Files created before the Files tab was introduced are still being backfilled and may not appear here yet.

Data Boards

The Data Boards tab shows activity from all connected Data Boards— including the Policy Board, the Donor Board, and Opportunity Boards. This tab appears only if your account uses at least one data board.

Craft Email with AI

On an email address in the left panel, click the ellipsis (…) and choose Craft Email with AI to draft an email for the contact. For AI keep-in-touch emails that pull in upcoming key fact dates, see AI + Keep In Touch suggestions.

FAQs

Q: Why can't I edit a contact's profile information?

A: The most common reason is that the contact was imported from a connected CRM or integration — such as Redtail, Wealthbox, Salesforce, HubSpot, HawkSoft, or another supported system. When a contact originates from an integration, that system is the source of truth, so the contact's core fields are managed there rather than in Levitate. To update the contact's information, make the changes directly in your CRM and the updated data will sync back to Levitate automatically. If your account does not use an integration and you are still unable to edit a contact, confirm that you are the contact owner or have the necessary permissions, and contact your account administrator if the issue persists.

Q: Can logged phone calls count as a touchpoint for Keep In Touch reminders?

A: If you use the Levitate mobile app to call your contacts, Levitate automatically logs that as an interaction. If you called outside the app, you can log the phone call afterward: hover over the + button in the toolbar and choose Add Phone Call.