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.
Formatting and Adding Elements to an Email Send
When creating an email, the text can be formatted in a few ways. The text can be bold, italic, or underlined, the color can be changed, and so can the font and text size. The fonts that Levitate offers are Sans Serif, Serif, Aptos, Arial, Arial Black, Book Antiqua, Calibri, Century Gothic, Comic Sans MS, Courier New, Georgia, Helvetica, Tahoma, Times New Roman, Trebuchet MS, and Verdana.
Tables, bulleted lists, and numbered lists can be inserted as well. Emojis can also be added through the text formatting menu.
Merge Fields, including Custom Fields, can be inserted.
Media, including a hyperlink, an image, a GIF from GIPHY, a Youtube thumbnail and a file attachment can be inserted using the 'Insert' dropdown,
Why a Youtube thumbnail?
Mail clients do not support video embedding, so as a way to share videos via email we provide the option to add a Youtube thumbnail that links directly to the video you'd like to share.
To add the thumbnail, click Insert and choose Youtube thumbnail, from there you'll be prompted to enter the Youtube video's URL. Once entered, the thumbnail for the video that is hyperlinked to the video itself will be inserted into the body of your email.