Levitate FAQ

Levitate is a marketing platform designed to help small businesses grow through the lost art of keeping in touch.  We enable you to send personalized, authentic emails at scale, remember key facts about your contacts, set up customized reminders to reach out, automate your marketing, and accomplish business goals like cross-selling 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 personalized walk-through.

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 Pricing page.

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.

Email service providers like Mailchimp and Constant Contact are designed for a single purpose: sending mass-blast emails.  Levitate is a keep-in-touch marketing platform that includes marketing coaching, pre-written templates, contact management features, AI-powered tags and 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 50%+ open rates compared to 14.5% using mass blast tools, according to a recent study.

Levitate complements (and in some cases, integrates with) a number of CRMs, Agency Management Systems, and PracticeManagement Systems across various industries. While every management system isdifferent, we find Levitate provides the most added value in the areas ofcontent 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.

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 50%+ open rates and 9% reply rates. This is in contrast to emails sent via mass blast providers, which one recent study showed deliver 14.5% open rates 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.)

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.

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.

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. Please also see our Security White Paper. Still have questions? Feel free to shoot us an email at support@levitateapp.com.

Nope.  As soon as you join us, you’ll be assigned to a dedicated Marketing Coach 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.

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.

Check out this tutorial for a quick overview.  If you’re a new client, your Marketing Coach 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.

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. Please also see our Security White Paper.

While you can text individuals by clicking on their phone number within the mobile app, Levitate does not currently support bulk text messaging contacts. Beyond privacy concerns, research shows that consumers still prefer to hear from businesses via email over text.

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 Marketing Coach 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.

However often you like!  You and your Marketing Coach will partner to set a keep-in-touch communication cadence tailored to your business.

While many of our customers write their own emails, all paid Levitate accounts include access to our pre-written email template library, full of industry-specific content that you can edit and send.  Our Business Plus plan additionally includes four completely customized templates annually.  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.

Yes.  While our platform allows for all of these, your Marketing Coach will teach you how to use these strategically in order to be effective at keep-in-touch marketing.  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. 

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 paid plans include up to 5users, so you would simply need to use one of those “seats” included with your plan to accomplish this.