Send a Series of Emails with Levitate Automations
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 on a certain day of the automation.
An Automation Flow can be set and modified for a particular contact. Each step of an Automation Flow can include an event like sending an email, setting an action item, or even adding and removing tags.
Levitate Admins: Click here to design a new automation for your Levitate Users
Note: Levitate Automations is a Premium Feature. Please contact support@levitateapp.com for more information.
Example: Welcoming a New Client
Ways to Start an Automation Flow for Contacts
- Directly Adding a Contact to an Automation Flow
- Approving a Tag Suggested Automation Flow
Directly Adding a Contact to an Automation Flow
1. Click the Contacts tab on the left-hand Navigation Bar
2. Check the box beside the name(s) of one or multiple contacts
3. Click the green Start Automation button on the Actions Bar above the names
4. Click the select button of the appropriate Automation Flow
5. Browse the Contact Profile to view the specific dates and statuses for the contact
Another way to directly add contacts to an automation
If the automation is triggered / kicked off by a specific tag, users can add the tag to kick off the automation.
1. Click the Contacts tab on the left-hand Navigation Bar
2. Check the box beside the name(s) of one or multiple contacts
3. Click the blue Tag button on the Actions Bar above the names
4. Type and select the appropriate tag
5. Click the blue Start Automations for Tagged Contacts button
Approving automation for accounts with integrations
For accounts with an AMS integration, Redtail integration and Clio integration, Levitate can automatically detect new clients. Look for the blue card on the dashboard to approve automations without having to find the clients on your own to kick it off.
For accounts that have Birthday, Renewal, and Turning 65 automations created, approve automations from the dashboard as well, and choose the automation from the dropdown.
Managing On-Going Automations
Navigate to Emal Reports, and click into the "Individual Emails" tab (in green) to see what automation emails are coming up. Edit or cancel from there, OR...
Removing a Contact from an Automation
1. Click the Contacts tab on the left-hand Navigation Bar
2. Click the Contact’s name to open their Contact Profile
3. Identify the blue Automations in Progress section
4. Click the blue Manage link on the right side of the appropriate Automation
5. Click the blue Cancel Automation button
Contact-specific Modifications of an Automation
Updating an Email Message
...of a certain Step
...for a particular Contact
1. Click the Contacts tab on the left-hand Navigation Bar
2. Click the Contact’s name to open their Contact Profile
3. Identify the blue Automations in Progress section
4. Click the blue Manage link on the right side of the appropriate Automation
5. Click the ellipsis under the Actions column
6. Click the blue edit button
7. Modify the message
8. Click the blue Done button
Updating the Schedule / Changing Dates
...of a certain Step
...for a particular Contact
1. Click the Contacts tab on the left-hand Navigation Bar
2. Click the Contact’s name to open their Contact Profile
3. Identify the blue Automations in Progress section
4. Click the blue date beside the step
7. Select a new date
8. Click the blue Update Date button
Cancelling an Automation
...for a particular Contact
1. Click the Contacts tab on the left-hand Navigation Bar
2. Click the Contact’s name to open their Contact Profile
3. Identify the blue Automations in Progress section
4. Click the blue Manage link on the right side of the appropriate Automation
5. Click the blue Cancel Automation button