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.

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

  1. Directly Adding a Contact to an Automation Flow
  2. 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

Approving a Tag Suggested Automation Flow

If the automation is triggered / kicked off by a specific tag, users are notified of the automation when adding a tag to a Contact.

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

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

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