Dynamic Value Chips Update Dynamic value chips now have three states instead of two. Previously, a dynamic value chip could only be valid or invalid. If the builder couldn’t resolve something, it would show as red with “value not recognized”. The new middle state is a yellow chip, indicating values that are valid on the […]
https://clixio.io/wp-content/uploads/2026/09/58291c7c2374f61a224fb5faf43ef732.png333515Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-09-05 06:08:002026-09-05 06:08:00Improved: Dynamic Value Chips with Improved error segmentation
A missed call can be a missed opportunity, and your follow up text should not fail simply because the number your customer called cannot send SMS. Previously, Missed Call Text Back always tried to send the follow up SMS from the same number your customer called. But some numbers are designed primarily to receive calls […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-09-04 14:56:002026-09-04 14:56:00📞 More Reliable Missed Call Text Back with Smarter Number Selection
The User Login Workflow Trigger The User login workflow trigger now fires for logins from the new Client Portal experience — not just legacy membership logins. We’ve also added a dedicated Client Portal category in the workflow trigger picker, so all Client Portal triggers live in one place. 🔑 New Client Portal logins now fire […]
1st October 2026 → Verizon and ‘Other’ Category Carrier Fee Updates To keep our pricing aligned with current carrier costs and maintain optimal deliverability across global telecom networks, we are updating carrier fees for messaging traffic sent to U.S. numbers via Verizon and select providers in the ‘Other’ category. Verizon Carrier Fee Updates Key changes […]
Toll-free Verification: New Requirements Toll-free verification now requires you to provide your Privacy Policy URL and your Terms & Conditions URL. Carriers will begin rejecting any new toll-free verification without both links on 15th September 2026, so both fields are live now and must be completed before you submit. Two new fields on Step 3 […]
Workflow Settings: Sender Domain Selection Workflow Settings now has a Sender domain dropdown under Sender details. Choose any verified dedicated domain on the sub-account and every email action in that workflow will send from it, similar to how domain selection already works in Email Campaigns. If the sub-account has no dedicated domains configured, the dropdown […]
https://clixio.io/wp-content/uploads/2026/08/5873fca44aeaf7d5f023f0b4bcc0a2cb.png12001499Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-29 00:52:002026-08-29 00:52:00Workflow Builder: Pick an Email Sender Domain for Each Workflow!
Creating a Certificate with Certificate AI Beta Creating a certificate can now start with a simple prompt. Certificate AI Beta turns your requirements into a complete, editable certificate design in minutes. ✨ Generate with AI : Describe the certificate you want and let AI create the design for you. 💬 Guided creation : AI asks […]
https://clixio.io/wp-content/uploads/2026/08/d0d0daea605ee312e99d7a3a241c5bfa-scaled.png18302560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-27 19:49:002026-08-27 19:49:00Certificate AI Beta is now live
Date Range setting now has a smarter counting mode across Calendars, Services, and Rentals. A new Count available days only toggle lets businesses ensure their booking window reflects real working days — not calendar days that include weekends or days they’re closed.
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-27 18:44:002026-08-27 18:44:00📅 Date Range Setting Can Now Count Only the Days You Actually Work
Forms, Surveys, and Quizzes are often used for time-sensitive campaigns like event registrations, flash sales, webinars, contests, and limited-time offers—but until now, they remained available indefinitely unless manually removed or restricted. With Scheduling , you can now control exactly when a Form, Survey, or Quiz starts and stops accepting submissions. You can also decide what […]
We’ve updated how WhatsApp messaging limits appear in your sub-account to match Meta’s new model. Meta moved messaging limits from a per-phone-number basis to a business portfolio (WABA) basis, so all numbers under a portfolio now share one daily limit. Clixio now shows that single shared limit accurately, instead of implying each number has its […]
https://clixio.io/wp-content/uploads/2026/08/c4a0dbbf5c53a842daa77d3f068235ea-scaled.png14702560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-27 15:36:002026-08-27 15:36:00WhatsApp messaging limits: now shown at the portfolio level
You can now trigger workflows for multiple Company or Custom Object records at once , directly from the list view. * Select multiple Company or Custom Object records and trigger an automation in bulk * Choose the workflow you want to run without updating records individually * Track progress and review record-level results from Bulk […]
We’ve enhanced guest management for calendars , giving businesses more flexibility over the information they collect from guests while improving guest contact data. — 📱 Capture Guest Phone Numbers Previously, guest details were limited to Name & Email . Businesses can now choose which information they want to collect for each guest: Name & Email […]
The Create WhatsApp Template Builder with Inline Variable Validation > No more saving a template, waiting, and getting a WhatsApp rejection you have to decode. Bad variables are flagged immediately, right in the builder. ✅ Inline variable validation Start and end variable check: WhatsApp rejects a message body that begins or ends with a variable. […]
https://clixio.io/wp-content/uploads/2026/08/a61fdf02a17c4620f13a544be26a0f8c.png4701894Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-26 01:42:002026-08-26 01:42:00WhatsApp template builder now catches invalid variables before you save
When a customer who uses a WhatsApp username messages you, WhatsApp shares only their username, not their phone number. You can now add a “Share contact info” button to a WhatsApp template, or send it from a workflow, so the customer shares their phone number in one tap and a username-only lead becomes a fully […]
Chat Widget now integrates with Brand Boards, making it easier to keep every widget consistent with your brand. Your location’s brand colours and fonts are now available directly within the Styles panel. Brand Colours in the colour picker: Colour pickers now show Brand Colours from your location’s Brand Board alongside a shared Default palette. Existing […]
Chat Widget compliance settings are now more flexible, giving businesses greater control over how legal notices and visitor consent are handled. What’s New? The previous all-in-one HIPAA compliance setting has been upgraded to a new Compliance notice & consent section. You can now: Show a legal notice below the contact form without requiring any visitor […]
Offer Multiple Meeting Durations on a Single Calendar You can now offer multiple meeting durations within a single calendar, giving bookers the flexibility to choose the meeting length that works best for them. Simplify Calendar Set-Up Instead of creating separate calendars for 15-minute, 30-minute, or 60-minute meetings, you can configure up to 3 duration options […]
https://clixio.io/wp-content/uploads/2026/08/2691cc1a4a88796ca9236de50e5475a6.png12862322Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-25 12:30:002026-08-25 12:30:00Offer multiple meeting durations within a single calendar
💳 Skip the Credit Card on £0 Orders Selling through Forms and Surveys is great—but asking someone for their credit card when the order comes to nothing isn’t. We’ve introduced a new Require Credit Card setting on the Sell Products element, so free orders can be completed without any card entry at all. A new […]
👀 What’s New? Numeric and monetary custom fields on Contacts and Opportunities can now be used as metrics — not just filters or groupings. Aggregate them with Sum, Min, Max, or Average. Available everywhere metrics live: Dashboard widgets, Custom Reports, and the Custom Metric module. Any new custom field you create shows up in the […]
https://clixio.io/wp-content/uploads/2026/08/df0a20cd164f38d5d74ce81900e15c16-scaled.png15622560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-24 03:22:002026-08-24 03:22:00Turn Your Custom Fields Into Real Metrics in Sub-account dashboards and custom reports
Badges can now be issued and used to trigger follow-up actions directly through Workflows, making it easier to automate recognition and what happens next. Issue Badge action : Automatically issue a selected badge when your workflow conditions are met. Badge Issued trigger : Start a workflow when a badge is issued and automate follow-up actions […]
https://clixio.io/wp-content/uploads/2026/08/2c02bfcb4dc7d77db94a5b3fbf5e6618-scaled.png15182560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-08-21 17:59:002026-08-21 17:59:00Badge automation is now available in Workflows
Improved: Dynamic Value Chips with Improved error segmentation
/in What's New? Automations, FormsDynamic Value Chips Update Dynamic value chips now have three states instead of two. Previously, a dynamic value chip could only be valid or invalid. If the builder couldn’t resolve something, it would show as red with “value not recognized”. The new middle state is a yellow chip, indicating values that are valid on the […]
📞 More Reliable Missed Call Text Back with Smarter Number Selection
/in What's New? ConversationsA missed call can be a missed opportunity, and your follow up text should not fail simply because the number your customer called cannot send SMS. Previously, Missed Call Text Back always tried to send the follow up SMS from the same number your customer called. But some numbers are designed primarily to receive calls […]
🔐 Client Portal: “User login” Workflow Trigger Now Supports the New Client Portal Experience
/in What's New? Automations, Client Portal, MembershipsThe User Login Workflow Trigger The User login workflow trigger now fires for logins from the new Client Portal experience — not just legacy membership logins. We’ve also added a dedicated Client Portal category in the workflow trigger picker, so all Client Portal triggers live in one place. 🔑 New Client Portal logins now fire […]
📢 Carrier Fee Pricing Update – Effective October 1, 2026
/in What's New?1st October 2026 → Verizon and ‘Other’ Category Carrier Fee Updates To keep our pricing aligned with current carrier costs and maintain optimal deliverability across global telecom networks, we are updating carrier fees for messaging traffic sent to U.S. numbers via Verizon and select providers in the ‘Other’ category. Verizon Carrier Fee Updates Key changes […]
Privacy Policy + T&C URLs on Toll-Free Verification
/in What's New? AutomationsToll-free Verification: New Requirements Toll-free verification now requires you to provide your Privacy Policy URL and your Terms & Conditions URL. Carriers will begin rejecting any new toll-free verification without both links on 15th September 2026, so both fields are live now and must be completed before you submit. Two new fields on Step 3 […]
Workflow Builder: Pick an Email Sender Domain for Each Workflow!
/in What's New? Automations, ReputationWorkflow Settings: Sender Domain Selection Workflow Settings now has a Sender domain dropdown under Sender details. Choose any verified dedicated domain on the sub-account and every email action in that workflow will send from it, similar to how domain selection already works in Email Campaigns. If the sub-account has no dedicated domains configured, the dropdown […]
Certificate AI Beta is now live
/in What's New? Certificates, MembershipsCreating a Certificate with Certificate AI Beta Creating a certificate can now start with a simple prompt. Certificate AI Beta turns your requirements into a complete, editable certificate design in minutes. ✨ Generate with AI : Describe the certificate you want and let AI create the design for you. 💬 Guided creation : AI asks […]
📅 Date Range Setting Can Now Count Only the Days You Actually Work
/in What's New? CalendarDate Range setting now has a smarter counting mode across Calendars, Services, and Rentals. A new Count available days only toggle lets businesses ensure their booking window reflects real working days — not calendar days that include weekends or days they’re closed.
Schedule Availability with Custom Open & Expiry Experiences – Form, Survey & Quiz
/in What's New? Forms, Funnels and Websites, SurveysForms, Surveys, and Quizzes are often used for time-sensitive campaigns like event registrations, flash sales, webinars, contests, and limited-time offers—but until now, they remained available indefinitely unless manually removed or restricted. With Scheduling , you can now control exactly when a Form, Survey, or Quiz starts and stops accepting submissions. You can also decide what […]
WhatsApp messaging limits: now shown at the portfolio level
/in What's New?We’ve updated how WhatsApp messaging limits appear in your sub-account to match Meta’s new model. Meta moved messaging limits from a per-phone-number basis to a business portfolio (WABA) basis, so all numbers under a portfolio now share one daily limit. Clixio now shows that single shared limit accurately, instead of implying each number has its […]
Trigger Automation in Bulk for Companies & Custom Objects
/in What's New? AutomationsYou can now trigger workflows for multiple Company or Custom Object records at once , directly from the list view. * Select multiple Company or Custom Object records and trigger an automation in bulk * Choose the workflow you want to run without updating records individually * Track progress and review record-level results from Bulk […]
✨ Guest Enhancements in Calendars — More Flexible Guest Details
/in What's New? CRMWe’ve enhanced guest management for calendars , giving businesses more flexibility over the information they collect from guests while improving guest contact data. — 📱 Capture Guest Phone Numbers Previously, guest details were limited to Name & Email . Businesses can now choose which information they want to collect for each guest: Name & Email […]
WhatsApp template builder now catches invalid variables before you save
/in What's New? ReputationThe Create WhatsApp Template Builder with Inline Variable Validation > No more saving a template, waiting, and getting a WhatsApp rejection you have to decode. Bad variables are flagged immediately, right in the builder. ✅ Inline variable validation Start and end variable check: WhatsApp rejects a message body that begins or ends with a variable. […]
Request contact info: collect phone numbers from WhatsApp username adopters
/in What's New? AutomationsWhen a customer who uses a WhatsApp username messages you, WhatsApp shares only their username, not their phone number. You can now add a “Share contact info” button to a WhatsApp template, or send it from a workflow, so the customer shares their phone number in one tap and a username-only lead becomes a fully […]
Chat Widget: Brand Board Integration
/in What's New? Chat Widget, IntegrationsChat Widget now integrates with Brand Boards, making it easier to keep every widget consistent with your brand. Your location’s brand colours and fonts are now available directly within the Styles panel. Brand Colours in the colour picker: Colour pickers now show Brand Colours from your location’s Brand Board alongside a shared Default palette. Existing […]
Chat Widget: Flexible Compliance Notice & Consent Settings
/in What's New?Chat Widget compliance settings are now more flexible, giving businesses greater control over how legal notices and visitor consent are handled. What’s New? The previous all-in-one HIPAA compliance setting has been upgraded to a new Compliance notice & consent section. You can now: Show a legal notice below the contact form without requiring any visitor […]
Offer multiple meeting durations within a single calendar
/in What's New? CalendarOffer Multiple Meeting Durations on a Single Calendar You can now offer multiple meeting durations within a single calendar, giving bookers the flexibility to choose the meeting length that works best for them. Simplify Calendar Set-Up Instead of creating separate calendars for 15-minute, 30-minute, or 60-minute meetings, you can configure up to 3 duration options […]
Zero-Dollar Checkout for Sell Products – Forms & Surveys
/in What's New? Forms, Funnels and Websites, Surveys💳 Skip the Credit Card on £0 Orders Selling through Forms and Surveys is great—but asking someone for their credit card when the order comes to nothing isn’t. We’ve introduced a new Require Credit Card setting on the Sell Products element, so free orders can be completed without any card entry at all. A new […]
Turn Your Custom Fields Into Real Metrics in Sub-account dashboards and custom reports
/in What's New? Dashboard, Opportunities and Pipelines👀 What’s New? Numeric and monetary custom fields on Contacts and Opportunities can now be used as metrics — not just filters or groupings. Aggregate them with Sum, Min, Max, or Average. Available everywhere metrics live: Dashboard widgets, Custom Reports, and the Custom Metric module. Any new custom field you create shows up in the […]
Badge automation is now available in Workflows
/in What's New? AutomationsBadges can now be issued and used to trigger follow-up actions directly through Workflows, making it easier to automate recognition and what happens next. Issue Badge action : Automatically issue a selected badge when your workflow conditions are met. Badge Issued trigger : Start a workflow when a badge is issued and automate follow-up actions […]