August 2024: Levitate Product Updates

August is heating up with some hot new features at Levitate! đŸ”„ Check out our latest enhancements and additions below.

🔗 Zapier + Payments for Donations

We’re excited to announce a major enhancement for our non-profit users: Levitate now integrates seamlessly with PayPal, Stripe, Give Lively, and Square through Zapier. This update allows you to automatically pull donation data from these platforms directly into your Levitate donation boards. No more manual entry or worrying about data gaps—now, all your donor information flows effortlessly from the payment platform into Levitate, giving you a comprehensive view of your contributions. This means less time on data management and more time focusing on your mission.

📝 Social Media: My Templates

Managing your social media presence just got even easier. Similar to our email campaign feature, we’ve now introduced a ‘My Templates’ section for social media posts. Whether you’re drafting new content or reusing successful posts, this feature allows you to save and share templates across your team. You can create, store, and edit drafts or copies of posts, all within Levitate. This update is perfect for keeping your social media strategy organized and ensuring consistent messaging across all platforms.

⚡ Tagging Game Power User Mode

Efficiency meets precision with our new Power User Mode for the tagging game. If you’ve enabled email subject line import, you’ll now have access to advanced features that make tagging contacts en masse even more effective. This update is designed for power users who need to categorize large volumes of contacts quickly and accurately. With Power User Mode, managing your contact list becomes a breeze, helping you maintain a clean and organized database that’s essential for targeted communication.

đŸ›Ąïž Policies Data Board

For our insurance clients, we’re introducing a brand new data board dedicated to policy management. The Policies Board is designed to be the central hub for all your policy and renewal information. Initially available to non-integrated clients—those who upload data via spreadsheets—this board will automatically update with imports and data refreshes, as well as manual entries and CSV imports. This feature ensures that all your policy data is in one place, making it easier to manage renewals and keep track of client information.

Questions about the features above? Reach out to your Success Manager or our lovely support team! Stay tuned for more exciting updates in the coming months.

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