July 2025 Releases
This month, we’ve released a suite of powerful new features and improvements across Levitate to help teams move faster, communicate better, and gain more control. Below is a summary of what’s new.
Automations
Filtering Automations
You can now:
- Search by automation name
- Filter by automation creator
Quickly locate specific automations in environments with many entries.
Discard Changes Button
When editing an automation, users now have the option to discard all changes made during the session — a helpful safeguard against accidental edits.
Create Opportunities in Automation
Add an Opportunity Creation step within an automation, making it easier to trigger sales actions as part of your workflow.
HTML Newsletters in Automations
You can now add an existing HTML newsletter template as a step in any automation.
Manual Automations → Unsubscribed Contacts
Manual automations now support sends to unsubscribed contacts, specifically for transactional messages, aligning them with Renewal Automation behavior.
Social Media & Messaging
Social Media Signatures
Under Settings > Social Media, users can now add a custom signature for social posts — a nice branding touch.
Mark Texts as Unread
Inside the texting modal, hover over a contact’s name, click the three-dot menu, and choose “Mark as Unread” to revisit texts later.
Email Improvements
Use Saved Searches for Email Sends
You can now select from Saved Searches when choosing recipients for emails — this was previously unavailable.
Send Test Emails to Specific Recipients
When previewing an email, use the “Send Test” option to choose exactly who receives the test, instead of sending only to the assigned user.
Contacts Page Enhancements
Contact Digest Flyout
Clicking a contact’s name on the refreshed Contact > People page now reveals a profile digest flyout, offering quick access to key details. To access the full contact profile, either double click on the name or choose View Full Screen on the flyout.
Content Calendar Updates
Channel-Specific Content Approvals
Users can now approve content separately by channel:
- Social
- Blog
This replaces the previous one-click approval for all.
Filter by User & Status
New filters in the content calendar include:
- User: Just Me / All / Specific User
- Status: Pending / Scheduled / Sent / Cancelled
Reporting
Google Review Reporting
A new Google Reviews report shows:
- Received reviews
- Response rates
- Review activity insights
Paid Events
Levitate now supports ticketed events with payments using Stripe! You can:
- Create event registration surveys
- Accept payments directly via Stripe
No need to rely on multiple platforms for event monetization.
Surveys & Notifications
Clone Any Survey
Easily duplicate any survey type with the new Clone feature — no need to recreate from scratch.
Survey Completion Notifications
All surveys can now be configured to send email alerts when completed.
Usability Improvements
Text Message Export
Super Admins can now export all texting history via Reporting > Texting Report. Button label updated for clarity.
Hide Cancelled/Not Sent Emails or Posts
Cancelled or unsent items older than 30 days are now hidden from Email & Social Media reporting unless filtered explicitly.
Manual Policy Date Entry
Entering policy origination/renewal dates is now easier:
- Manual date entry is allowed
- Includes validation for proper formatting