Email Campaigns

Ready to send out an email using Levitate? Our campaign library has endless templates at hand for whatever you're looking to send. Here's how to access the campaign library, edit a template, and schedule it out to send.

From the Levitate dashboard you'll choose Campaigns

Once you're on the Campaigns tab you can search by keyword, scroll through the different industries, and look at the different categories across the top of the page. We will also always have featured content front and center.

You can click Preview to view the content, make edits, and schedule it out to send!

After you edit the email to your liking, you can schedule out the send to go out right away or later

You can also send emails directly from the People page and from Data Boards— like the Policy or Donation Board

Sending from the People page

Go into the People page and select who you'd like to send to. You can search by tag group, by name, or use our Advanced Search. When you're ready to send, you can select Email in the top tool ribbon.

Once you click Email, you can choose to draft up a new email or use an existing template

The same logic works when sending through a Data Board. Here's what it looks like on our Donations Board:

You can send by Donor or Donations by selecting them on the data board, and choosing Send Email

Just like through the People page, you'll either create a new template or use an existing piece of content.

Setting a campaign end date

When setting up a send, users can set up a hard end date for email campaign sends. Like with our time-sensitive holiday and timely messages, the end date setting will allow for an email to fully stop sending based on a date rather than the completion of the campaign itself.

As an important note, setting an end date will not speed up a send or allow an account to bypass their set daily send limit. The send limit will still be in place and if there are emails remaining after the end date has expired, they will not be sent.

You can find the option to add an end date to a campaign on the last step of campaign setup, where you schedule out the send.