September 2025 Releases
Resizable Meeting Notes field for Schedule a Meeting
Now, when creating or editing a meeting through Levitate's Schedule a Meeting, users are able to resize the Meeting Notes field so that it's taller, for better visibility and adding more fields.
Read more about Schedule a Meeting here.
Customizable Columns on the Contact Page
By default, the Levitate Contact page shows Name, Tags, Contact Info, and Creation Date. Now, when on the Contact page, there is a new button on the righthand side of the page that will show Table Settings. From there, the user can choose to include more value based columns for contacts— including Tags, Contact Info, Creation Date, Job Title, Birthday, Anniversary, Age, and Contact Owner. Name is always a required field here, and up to seven more can be chosen.
View of Contacts with more columns added:
Close up of Table Settings & the Table Settings button:
Read more about Contacts & Search here.
Event Check-In System with QR Code and Manual Check-In Capabilities
Now, when creating an Event through Levitate's Event Registration Survey, Levitate users can now check-in attendees manually through Event Reporting or through the QR Code that is generated and sent to every attendee via email when they RSVP.
To check-in through Levitate's Event Registration reporting, the user will simply access the report the day of the event and check in as needed. For the QR code, the attendee will need to pull out their phone, pull up the confirmation email with the QR code, and present that QR code to one of the Levitate users to be scanned. Most mobile phone's have QR code readers integrated into their cameras, so simply open your camera, scan the QR code, and the attendee will be marked as checked-in.
This update also adds the ability to generate a QR Code for the event as a whole to be used on print media.
Read more about Check-In for Event Registration here.
Read more about QR Codes for Events, Custom Surveys, and Satisfaction Surveys here.
Search and Filter for Manual Automations
When selecting contacts to send an Automation to through the Contact page, there is now a search bar and dropdown to filter by Automation creator when selecting an Automation to kick-off.
Custom Survey Question Reordering
Now, when creating and editing a Custom Survey, users are able to reorder questions. Previously, question order was static.
View of the new button for reordering:
What it looks like when you open to reorder:
Read more about Custom Surveys, including how to reorder questions, here.
Email Campaign Unsubscribe Tracking
Along with other email reporting metrics like Open and Click rates, Levitate now shows Unsubscribed per email send. This number measures how many contacts per send have unsubscribed from that send specifically.
Read more about Email Reporting, including the new Unsubscribe metric, here.
Automation Step Minutes Settings for Meeting Reminders
Previously, Meeting Reminder Automation steps could only be set to send out in terms of days or hours before or after a meeting time. Now, they can be sent out based on minutes before or after a meeting time. The setting is configurable just like other time periods around a date centered step.
Here's what it looks like:
Read more about Meeting Reminder Automations here.
QQ Catalyst — Policy Source Tagging
Levitate can now bring in the Policy Source from QQ Catalyst and turn it into a tag on the contact's profile.
Read more about our integration with QQ Catalyst here.
AMS 360 — Health Flag Tagging
Levitate can now bring in the Health Flag from AMS 360 and turn it into a tag on the contact's profile.