Sending an email campaign

You can scroll down to see the flow if you are starting from the Contact section.

Levitate has a ton of expertly written campaigns to offer. From the Campaign section, you can choose "View Campaign" and start there - you'll have the ability to edit and decide who you want to send it to. If you want to write your own, there's the ability to "Create Email Campaign" from the upper right hand corner.

When editing the content, please note the "first name" Merge Field should not be deleted. It will automatically replace itself with a first name of the recipient, or if the recipient doesn't have a recognized first name, we will replace it with a different salutation, like Good Morning, Good Evening, or Good Afternoon.

You can create your own content, or edit our content. Make sure to add a signature too.

When you are done editing the content, you can send yourself a test of how the email will look by clicking on 'Send a Test' in the upper right corner.

You can also decide which tag groups to send to, use saved searches, or apply advanced search filters. You can also select individual contacts as well by adding them to the search.

Administrators can chose to send on behalf of contact owners. To do so, you will click the dropdown beside Send From and select Contact Owner. Read more about Sending on Behalf here.

You can preview the list of recipients, delete the ones you don't want using the X to the left of their name. You can even customize the email per person. However, we recommend getting the basic email done first before customizing per person.

Once you are ready, click Next and see when you want to send the email. You can send it right away or pick a day and time in the future to send. You also have the ability to not send it all at once but spread it out across a few more days — in case the email may generate many responses and might take you a while to get through them all. This option, however, is not recommended for holiday-related campaigns, since those are more time-sensitive. 

If you are sending it on behalf of another user, there is a mandated wait time between when you schedule the email and when it will send.

Sending from the Contacts page

If you'd rather cherry pick the contacts you want to send an email to first, you can do it from the Contacts section. You'll select the people you want to send to and click on Send Email.

From here, the rest of the steps will mirror what's detailed above.