February 2025 Releases
New Donations
For Levitate accounts that use the Donor Board to track donations, donors, and campaigns— a new dashboard card is live. With each new donation, the New Donation dashboard card will populate and alert you to new donations!
Levitate will check the date of the donation and filter in any donations made within the last fourteen days to show as a New Donation. The card will stay active for sixty days after the newest donation is added to Levitate.
Here's what the dashboard card will look like:
Right now, the dashboard only supports simple email campaigns, but the ability to set up automations and send handwritten cards based on a new donation are coming soon.
Tag Triggered Automations— fully automate
Now, Levitate users are able to make tag triggered automations fully automatic. To make things a bit more clear, most automations on Levitate have to be checked on and approved, or manually started, by a user to be started. Now, when a tag is added to a contact profile the tag triggered automation that accompanies that tag can be started without getting prior approval from a user.
HTML Newsletters
Search by keywords
When on the HTML newsletter tab under Email Campaigns, users can now search the newsletters by keyword! Finding the right newsletter, or a template you've created, has become a lot easier.
Autosave option
When creating an HTML newsletter, the option to autosave the changes you've made is now available. Never lose that important work again!
Read more about HTML Newsletters here.
Data Boards: Donor, Policy, and Opportunity tagging
Contacts listed on a data board in Levitate can now be tagged through the data board. Previously, the tag would need to be added via the contact profile or contact list. Now, the user can simply select and add tags to contacts on the data board.
Read more about Donations, Policy, and Opportunity boards here.
Satisfaction Survey custom questions
Now, when creating Satisfaction Surveys two more types of questions can be added. In addition to the short-answer questions available, a checklist and dropdown with multiple choices can be added.
Read more about Satisfaction Surveys here.
HTML Newsletters: Option to autosave
When creating an HTML newsletter, there is now an option to have the newsletter itself be auto saved in intervals so no important work is lost.
Read more about HTML newsletters here.
Sorting contacts by creation date
Through the contact page, users can now sort contacts by creation date. The creation date refers to the date that the contact was created in Levitate. Users can also search a range of creation dates.
Bring in birthdays to Levitate using Zapier connection
Now, when connecting a source system to Levitate using Zapier, birthdays can be pulled in as key facts. We are updating our current templates for Contact Creation and Contact Updating with Zapier so the field is included.
Birthdate will be brought into Levitate as a birthday key fact.