April 2025 Releases

PracticePanther

Practice Panther is a legal case management software that many Levitate legal customers use. We’ve built out a full API integration with Practice Panther to allow for instantaneous updates between Levitate and Practice Panther. The integration is easily enabled, and actively pushes Practice Panther contacts into Levitate with tags, birthday key facts, and more!

Custom Surveys

In addition to Satisfaction Surveys and Event Registration, Levitate now offers Custom Surveys! This allows users to create a survey to send out about virtually anything, and collect the responses within Levitate.

People & Company page redesigns

You might've noticed something different about our People & Company pages! We've recently been working on making these highly trafficked pages easier to use, more streamlined, and better looking.

Keep an eye out for more changes!

Pre-review, pre-approve, and reject content

For our Financial clients, we're rolling out an all new feature to make reviewing, approving, and rejecting content based on compliance allowances a breeze. We're not scrapping the flow of filtering all sends and posts through compliance, but we are enhancing it.

Broker Dealers who have many of their advisors on Levitate can now go in on their end and review our content, pre-approve content, and even reject content so their advisors don't have access to certain pieces that do not fit within their compliance model.

For smaller groups, Super Admins on an account will also be able to follow this review, approve, or reject flow to manage how users see and queue up content to go out through Levitate.

Keep an eye out for more updates, soon!

GiveButter + Zapier

Levitate has the ability to connect to Zapier and bring in donation data from a few source systems. We've recently tested and confirmed that Zapier works to bring in all necessary donation data from GiveButter into Levitate.

A member of our Success or Implementation team can help you get your GiveButter Zap set up.