Create an Automation

Introduction: Levitate Automations

Levitate Users can seamlessly engage with their contacts by setting the perfect flow of calendar reminders and contact touch-points. An Automation Flow is a series of steps that trigger events a certain day of the automation.

What's Included in this Article?

The Basics: Events, Using Tags to Trigger, Timing, Access, The Automations Tab

Create an Automation

Details: Send an Email, Create an Action Item, Duplicate a Step, Move a Step, Delete a Step

The Basics

Click here for a conceptual understanding of Automations.


  • Send an Email - Write a new email or use an existing email template to send on a specific day
  • Set an Action Item - Type the task and set a due date for X number of days into the automation
  • Add a Tag - Create a tag like "Automation in Progress" to use as an exclusion to a concurrent group send. You could also add a tag like "New Client Automation Complete"
  • Remove a Tag - A step could be to remove the "Automation in Progress" tag prior to creating the "New Client Automation Complete" tag

Using Tags to Trigger

When a specific tag is used to trigger an automation, Levitate users are presented with a quick "start automation pop-up" as soon as they add the tag to a contact.


Set the timing of each step to coincide with the actual day that the automation is in progress. We can call this the "day-count".

ex: send an email on day 1

ex: Send a follow up email on day 45.


  • Levitate Admins can design and create automations for the account
  • Levitate Users & Admins can enable an automation for a contact
  • Levitate Users & Admins can modify the automation for a specific contact, once it is in progress

The Automations Tab

  • Active Automations - Ready and available for Levitate Users & Admins; Editable by Levitate Admins
  • Inactive Automations - Not available for Levitate Users; Editable by Levitate Admins
  • Samples Automations - Pre-populated templates that can be duplicated by Admins

Create an Automation

1. Click the Automations tab on the left-hand navigation bar

2.Click the Create New Automation button in the top right corner

3. Name the Automation

4. Add a tag trigger, if applicable

5. Select an event by clicking the dropdown beside “Select a choice below”

6. Complete the appropriate details for the step (see Step details below)

7. Click the add another step button and repeat

8. Click the green Enable Automation button when finished

Step Details

Send an Email

1. Enter the day of the automation and time for the email to send (Day 1, Day 45, Day 82)

3. Click the pink Create Email button

4. Click the blue Use existing template link (See Best practices section)

5. Click the dropdown to browse existing templates

6. Click the blue select & Edit button

7. Click the blue Save button

8. Name the email as it will appear to your Levitate Users

Create an Action Item

1. Set the day-count of the automation that this action is due

2. Type the action as it will appear for the Levitate User

Move the Order of a Step

1. Click the gray ellipsis floating on the top right corner of the step

2. Click Move up a step or Move down a step

Duplicate a Step

1. Click the gray ellipsis floating on the top right corner of the step

2. Click Duplicate Step

Delete a Step

1. Click the gray ellipsis floating on the top right corner of the step

2. Click Delete Step