🪄 New Feature 🇬🇧 E-KYC changes for UK phone numbers As per regulations, you will now need to complete the KYC process to buy new UK based phone numbers. Under Settings > Phone Numbers > Regulatory Bundle/Address > Create , you can create a regulatory bundle and use it to complete your KYC. For new […]
https://clixio.io/wp-content/uploads/2024/06/7c3d5b2fa760139fcbcdd81ece435686.png19843456Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-05-31 14:45:502024-05-31 14:45:50UK number E-KYC and other enhancements
Overview: Introducing Checkboxes in Documents and contracts with grouping capability! What’s New: Checkboxes element in the fillable fields which are easily draggable You can mark a checkbox to be Required and Pre-selected Editors can group these checkboxes and add conditions for the user to ‘Select Atmost’, ‘Select Atleast’ or ‘Select Exactly’ “N” number of checkboxes. […]
https://clixio.io/wp-content/uploads/2024/05/7ad57ca43c47c8a80b0b3c4daa13ca65.png19163454Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-05-31 00:50:592024-05-31 00:50:59Documents and Contracts: Checkboxes are now live!
We are pleased to announce key updates to Kajabi’s course import processes. These changes include the removal of the email domain restriction and the addition of a consent form for course imports. Email Domain Flexibility for Course Imports Earlier users had to create contacts using an email with the clientclub domain but now users can […]
-> You’d type a custom value within the document (Let’s say a description of a product) and place your signature element basis that. You’d then find out that when the final version was sent to the receiver, the signature element was completely misplaced because the description was 3 lines long. -> Not anymore! Automatic Custom […]
https://clixio.io/wp-content/uploads/2024/05/e048211f9285094b50978f65b1ccfe97.png19143456Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-05-30 00:21:422024-05-30 00:21:42Documents and Contracts: Enabled Live Custom Value rendering for Better final PDFs and Element placement
We are excited to announce a new feature on the app marketplace: App Collections . App Collections are curated app lists that help users easily discover top apps across various categories. Here is the list of Collections we have launched Top Installed Apps Newly Added Apps Top Free Apps Top Paid Apps Custom Experience Hub […]
Themes and Customisations with Light & Dark Mode Toggle to Make Promotional Links Public or Private ———————————————————————————————————————————————————————– We are excited to announce the launch of the new Themes feature, allowing you to personalize your group’s interface. This feature also includes the ability to switch between light and dark modes for a more comfortable user experience. […]
https://clixio.io/wp-content/uploads/2024/05/9bf7b69a30e9ea043f8cdfa269e75942.gif302600Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-05-25 00:47:492024-05-25 00:47:49Community Updates: New Features | Clixio Changelog
What’s New? Error Handling in Deleted Workflows If you try to load a deleted workflow using a URL, an error message will pop up stating, "Workflow was not found." 
UK number E-KYC and other enhancements
/in What's New? Automations🪄 New Feature 🇬🇧 E-KYC changes for UK phone numbers As per regulations, you will now need to complete the KYC process to buy new UK based phone numbers. Under Settings > Phone Numbers > Regulatory Bundle/Address > Create , you can create a regulatory bundle and use it to complete your KYC. For new […]
Documents and Contracts: Checkboxes are now live!
/in What's New? Documents & ContractsOverview: Introducing Checkboxes in Documents and contracts with grouping capability! What’s New: Checkboxes element in the fillable fields which are easily draggable You can mark a checkbox to be Required and Pre-selected Editors can group these checkboxes and add conditions for the user to ‘Select Atmost’, ‘Select Atleast’ or ‘Select Exactly’ “N” number of checkboxes. […]
Courses – Kajabi enhancements and fixes
/in What's New?We are pleased to announce key updates to Kajabi’s course import processes. These changes include the removal of the email domain restriction and the addition of a consent form for course imports. Email Domain Flexibility for Course Imports Earlier users had to create contacts using an email with the clientclub domain but now users can […]
Documents and Contracts: Enabled Live Custom Value rendering for Better final PDFs and Element placement
/in What's New? Documents & Contracts-> You’d type a custom value within the document (Let’s say a description of a product) and place your signature element basis that. You’d then find out that when the final version was sent to the receiver, the signature element was completely misplaced because the description was 3 lines long. -> Not anymore! Automatic Custom […]
App Marketplace – App Collections
/in What's New? App Marketplace, AutomationsWe are excited to announce a new feature on the app marketplace: App Collections . App Collections are curated app lists that help users easily discover top apps across various categories. Here is the list of Collections we have launched Top Installed Apps Newly Added Apps Top Free Apps Top Paid Apps Custom Experience Hub […]
Community Updates: New Features | Clixio Changelog
/in What's New? CommunitiesThemes and Customisations with Light & Dark Mode Toggle to Make Promotional Links Public or Private ———————————————————————————————————————————————————————– We are excited to announce the launch of the new Themes feature, allowing you to personalize your group’s interface. This feature also includes the ability to switch between light and dark modes for a more comfortable user experience. […]
Error handling in deleted workflows
/in What's New? AutomationsWhat’s New? Error Handling in Deleted Workflows If you try to load a deleted workflow using a URL, an error message will pop up stating, "Workflow was not found." ![image](
Email action enhancements | Clixio Changelog
/in What's New? AutomationsUI Upgrade New validation added – If “From Email” field is entered then “From Name” is mandatory
Latest Updates to the Email Builder
/in What's New? Automations, Email BuilderWe have brought some exciting updates to the email builder to ensure an enhanced user experience and optimize the process of creating symmetric and impressive designs. What’s New: Users can now quickly access their saved items inside the email builder using our recent release of the search bar. Efficiency: Save time by reusing popular components […]
Review Post Upgrade – Add Caption to the Review Post🌸
/in What's New? Automations, Blogs, Social PlannerWe’re excited to share that Social Planner now includes caption support for Review posts! Thanks to feedback from our customers during the Product Townhall, we were able to implement this feature quickly. 😇 How does the Review Post work? Go to Marketing > Social Planner Click on Create New Post Select the Review Post […]
Public APIs are now available for Social Planner 😎
/in What's New? Social PlannerEnhancing Signature Authenticity and Validation for Forms and Surveys 🚀🚀
/in What's New? Forms, SurveysThis release introduces enhancements to improve the authenticity and validation of signatures in form and survey submissions by adding a time-signed and encoded hash feature. Time-Signed and Encoded Hash: A hash is created by encrypting the form data, providing authenticity to signatures. Signature Hash Display: This signature hash appears below the signature field in form/survey […]
Support for Zero amount Invoices
/in What's New? Payments**What’s new?** – We have started supporting invoices which will have 0 net payable amount. How to generate them? 1. 100% Discounts 2. Negative Priced Items – Zero amount invoices will get generated directly in paid state & Receipts will be generated for them **Why do we need them?** – **Compliance & Record Keeping** – […]
Invoices: Preview & Edit Email Templates for All Notifications
/in What's New? Payments** What’s New?** – Business users now have the capability to Preview & Edit Email Templates for all Invoice Notifications right from Invoices Module . – This feature also allows the business user to preview the Default Email Template to be used for Notification and the ability to edit is as well as per their […]
New wave for Blogs – New Blog Builder😇
/in What's New? Blogs, CalendarWe’re super excited to share that new Blog Builder is ready to take over and It’s time to elevate your blog experience to epic new heights! :star2: With the new blog builder 😇, we have improved the following things – **URL Simplification** – We have removed b and c in the URLs. – **Automated Sitemap**-Whenever […]
Account Dashboards: Lost Reason Filter for Opportunity widgets
/in What's New? Dashboard, Opportunities and PipelinesWe’re excited to announce the addition of the Lost Reason filter for Opportunity widgets! # 👀 What’s New? 1. **New Widget:** Lost Opportunities by Reason widget now includes a breakdown of opportunities by lost reason. 2. **New Filter:** Lost reason filter added to widget conditions for precise analysis. 3. **New Properties:** Lost reason now available […]
Enabling In-app calling for IVR calls
/in What's New? Automations, Conversations** About this enhancement: ** This enhancement enables users to redirect IVR calls to the Clixio web app and mobile app, which was previously not an option. ** What problem is it solving? ** Currently users can only receive IVR calls via phone number This update allows workflow owners the flexibility and control to route […]
Ability to Log External Calls to CRM 📞
/in What's New? CRM# What’s New? 🤩 – You can now log external calls to the CRM using the Inbound Message API. ☎️ The phone numbers of both the receiver and the dialer are required to log an external call. – Call recording URLs can also be included as attachments in the API when logging calls. 📌 – […]
Snapshots – New Snapshot Templates and Modal Optimisations
/in What's New?** Summary: ** Snapshot Templates are refreshed with brand new templates which includes updated assets as per different niches to kick start building sub-accounts. ** Why we need this? ** Snapshot templates were old and not updated from long time and not as per latest industry standards. ** What’s New? ** Fresh look for snapshot […]
Custom event dispatch for custom code execution in Funnels 🚀
/in What's New? Funnels and WebsitesA new custom event hydrationDone has been introduced in the preview. This event will be dispatches when the funnel/website preview has completed its hydration so a user can run specific custom code post hydration. 😇**Why?**😇 – Previously, users might have faced issues where their custom scripts would execute before our preview hydration had completed. – […]