General Questions

What is Levitate?

Levitate is a marketing platform designed to help relationship-based businesses grow through engaging and meaningful outreach. We enable you to send personalized, authentic emails at scale (content templates included!), post and schedule to multiple social media platforms, generate reviews, send client happiness surveys, remember key facts about your contacts, set up customized reminders to reach out, automate your marketing, mail handwritten cards, schedule meetings with a click, and more, helping you accomplish business goals with a personalized approach.

Learn more about how Levitate works here, or better yet -- schedule a demo with one of our team members for a tailored walk-through.

How do I get started?

The best way to get started is to schedule a customized demo with one of our team members.  If you’d prefer to take a peek at the platform first, you can sign up for a free trial on any of our plans via our Plans page.

Is email marketing really that effective?

According to a recent study by Twilio SendGrid, 97% of people -- across generations --consider email to be essential, followed by text messages and social media.  At Levitate, we are big believers in the power and return on investment for email marketing done right.  It’s the most affordable, personal way to manage real relationships with your network when you’ve got the right tool in your corner.

How is this different from Mailchimp, Constant Contact, or other mass blast email providers?

Email service providers like Mailchimp and Constant Contact are designed for a single purpose: sending mass-blast emails.  Levitate is a relationship nurturing platform that includes marketing coaching, pre-written content templates, contact management features, AI-created content, automations, reminders, and more.  Unlike mass blast email providers, emails sent through the Levitate platform use your every day email server (Gmail or Outlook) so emails look and feel like a one-to-one, personal email.  This is one of the reasons why our customers’ emails average 60%+ open rates compared to 20% using mass blast tools.

How is it different from my Agency Management System or CRM?

Levitate complements (and in some cases, integrates with) a number of CRMs, Agency Management Systems, and Practice Management Systems across various industries. While every management system is different, we find Levitate provides the most added value in the areas of content planning/marketing support, managing key facts and dates to help personalize contacts, and the ability to execute keep-in-touch email marketing campaigns that flow through your everyday email server--including robust reporting and analytics.  Check out our Features page for a full list of ways we can add value to your business alongside your management system.

What is your email open rate? Reply rate?

Thanks to the keep-in-touch tactics we coach our clients on every day -- and the fact that Levitate sends emails via your personal, regular email server (Outlook and Gmail) -- Levitate emails average 60%+ open rates and 10% reply rates. This is in contrast to emails sent via mass blast providers, which are closer to 20% across all industries. (Most mass blast providers don’t even talk about reply rates, because their emails aren’t designed to start conversations. That’s where we come in.)

Are there any contracts?

You are not required to sign a contract when becoming a Levitate customer. Levitate is an annual subscription service, and you can choose not to renew at your next annual renewal date at any time. You will then have access to the platform for the remainder of the 12 month billing cycle that you originally purchased but not have your account renewed for the following year.

How will I get billed?

Levitate plans are billed annually based on when you signed up for the service.  If you joined on August 1st, you will be billed again on August 1st of the following year.

Is my information safe?

Levitate never sells or otherwise transfers your data to any outside parties. Your privacy and security are our top concerns. Please review our Privacy Policy and Terms of Service for details. Still have questions? Feel free to shoot us an email at or visit our Trust Center for the latest security information.

Is this going to be difficult for me to get set up and my team to be trained?

Nope. As soon as you join us, you’ll be assigned to a dedicated Success Specialist who will schedule your onboarding, help you import and organize your contacts, craft your content strategy, and train anyone on your team who wants to use the platform. We’ll be there every step of the way to answer any questions you may have.

What does the pricing look like for a business with more than 5 users?

We offer pricing plans that can be customized for your business. Schedule a demo with one of our team members and we’ll come up with a plan suited to your needs.

How Levitate Works

How do I upload my new contacts?

Check out this tutorial for a quick overview. If you’re a new client, your Success Specialist will walk you through this during our onboarding process as well.

If you’re worried about uncategorized contacts, don’t be -- our Contact Tagging Game makes it easy (and yes, fun!) to build an organized list, one swipe at a time.

What happens to my contacts once I upload them? Are they secure?

Levitate never sells or otherwise transfers your data to any outside parties.  Your security is one of our top concerns. Please review our Privacy Policy and Terms of Service for details.

Can I use Levitate to send text messages to my contacts?

Yes! You can text via a custom phone number through Levitate and set up automations (like birthday wishes or renewal reminders) to really wow your clients. With texting (and email) we like quality over quantity so bulk texting is not recommended.

Will I get to approve or edit my email before it is sent?

In most cases, our customers schedule and send their own emails within the platform.  We also have a “Review and Approve” feature that allows your Success Specialist to send you proposed email campaigns to send to some or all of your contacts.  You can edit, approve, or reject any campaign that is recommended directly from your mobile device or desktop.

How often are my messages sent?

However often you like! You and your Success Specialist will partner to set a keep-in-touch communication cadence tailored to your business and client needs.

Do I have to create my own content?

While many of our customers write their own content, all Levitate subscriptions include access to our pre-written email and social media template library, full of industry-specific award-winning content that you can edit and send.  Our plans also include four completely customized templates annually.  Plus, certain Levitate plans give you unlimited use of our AI content creation feature to write new content, rewrite existing content, or translate to another language in seconds. Whether it’s a local market update tailored to your community or a custom prospect drip campaign designed to nurture new leads, we’ve got you covered.

Can I add photos, links, or attachments to my emails?

Yes. While our platform allows for all of these, your Success Specialist will teach you how to use these strategically in order to be effective at authentic outreach.  The beauty of Levitate is that our emails feel like personal, one-to-one emails -- so we often encourage our clients to veer away from graphics or link-heavy content that comes across as advertising. 

Can I send from multiple email addresses with my Levitate account?

If you want to send emails from multiple email addresses in Levitate, you would need to create a new user for each additional email address.  All of our plans include up to 5 users, so you would simply need to use one of those “seats” included with your plan to accomplish this.

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