We’ve enhanced our dashboards and custom reports to ensure date ranges and filter selections are remembered for each user. The system now retains the date range and filters you select. When you refresh the page or return later, your selections will remain exactly as you left them. • Automatic Saving of Dashboard Date Range The […]
We’ve enhanced Competitor Analysis to support virtual and service-area businesses, making it easier to track competitors that lack a physical storefront. 1. Add Virtual Businesses Manually You can now add competitors using: Virtual addresses Service areas Website URLs Perfect for: Online-only businesses Service-area businesses Franchise or multi-region brands operating remotely 2. Seamless Search Experience Improved […]
We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether you’re building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customisable and professional, they streamline your workflow, saving you time and allowing you to focus on engaging your […]
You can now export email performance data directly from the Email Stats section as a CSV file. Users can generate exports for: All campaigns Only email marketing campaigns Workflows only – at an individual email action level Bulk actions only The exported CSV will be sent via email as a secure download link, valid for […]
Issue with Assign to User Action In workflows that utilise the “Assign to User” action alongside Split Traffic, there was an issue where deactivated or deleted users were not revalidated during runtime. This oversight could result in contacts being assigned to inactive users, which in turn may lead to missed follow-ups. Updated Functionality The “Assign […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-07 02:07:002026-03-07 02:07:00Fixed: ‘Assign to User’ Now Skips Inactive Users
Sticky Notes 2.0 is now available in the Standard Builder. Previously exclusive to the Advanced Builder, you can now add images or logos, colour-code branches, and leave rich annotations directly within your workflows. Utilise the Sticky Note tool on the Builder canvas to place notes anywhere in your workflow. Customise them with colours, formatted text, […]
https://clixio.io/wp-content/uploads/2026/03/f52f160dd5441140c4810a60a866e5c1.gif462550Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-07 01:23:002026-03-07 01:23:00Standard Builder: Now with Sticky Notes 2.0
After AI Builder generates a workflow, a new To-Do List appears for every action and trigger that requires human input, ensuring that nothing is overlooked before your workflow goes live. Built upon the existing Workflow Highlights system, this checklist consolidates all incomplete items into one actionable view. Generate a workflow using AI Builder. A To-Do […]
https://clixio.io/wp-content/uploads/2026/03/3d9b4f74658a63063f279fe778b8e0f9.gif346800Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-07 00:18:002026-03-07 00:18:00AI Builder: Post Generation To Do List
👀 What’s New? Added Conversion Location selection at Ad Set level: Instant Forms (default) Website Website and Instant Forms Introduced Dataset (Pixel) selection (required for Website & Hybrid). Added Conversion Event dropdown for both Website and Hybrid (Instant Form and Website). Added Destination URL field at Ad level (required for Website & Hybrid). Hybrid support […]
Improvements to Appointment Status Changes We’ve enhanced the functionality of appointment status changes when marked as Showed or No Show . Previously, updating these statuses would upload the event to connected calendars (Google, Outlook, iCloud), which triggered external event update emails to attendees — even though nothing meaningful had changed from their perspective. With this […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-06 19:03:002026-03-06 19:03:00🔕 No External Update Emails for “Showed” & “No Show” Status Changes
Workflow Action Fields now include AI-powered tooltips that provide contextual explanations directly within the builder. Building on the existing “Learn More” AI capability available for actions and triggers, this feature extends AI-assisted guidance to the individual field level. When hovering over the ℹ️ icon next to a field, users see a brief description of the […]
IVR Connect Call now introduces new variables: ‘Answered By User ID’, ‘Answered By Device’, and ‘Answered By Phone Number’. You can utilise ‘Answered By User ID’ within the Assign User action to automatically assign the contact to the individual who answered the call. When a call reaches your IVR and is routed through Connect Call, […]
https://clixio.io/wp-content/uploads/2026/03/f318fb783a22dc7f322b3cc396854903.png23701122Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-04 01:40:002026-03-04 01:40:00Assign User Action: Now Assign to IVR Responder
IVR Connect Call now exposes new variables: ‘Answered By User ID’, ‘Answered By Device’, and ‘Answered By Phone Number’. You can use Answered By User ID within the Assign User action to automatically assign the contact to the person who answered the call. These variables are also available in the custom variable picker, allowing for […]
https://clixio.io/wp-content/uploads/2026/03/f318fb783a22dc7f322b3cc396854903.png23701122Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-04 01:40:002026-03-04 01:40:00Assign User Action: Now Assign to IVR Responder with Custom Variables
The Connect Call (IVR) Action now supports an optional Call Whisper message. When a call is transferred to another number, you have the ability to play a private “heads-up” message to the person who answers, before the caller is connected. If you toggle on the Add Whisper Message option, the system will play your configured […]
Inconsistent Behaviour Reported Users had reported inconsistent behaviour – the custom value picker would revert to the campaign variable when the UTM Campaign (Last Attribution) was empty, whereas If/Else conditions did not. This inconsistency caused unexpected branching in workflows. Updated If/Else Conditions If/Else conditions now correctly implement the same fallback logic as the custom value […]
You can now use company-based variables inside contact-based workflows. In addition to contact fields, you can reference company details such as the company name, phone number, email, website, address, and other relevant company fields. These are accessible in both the Custom Value picker and If/Else branches. When creating a workflow, company fields now appear alongside […]
https://clixio.io/wp-content/uploads/2026/03/62c00534ad7756ace227668b7e1633f4.png11961694Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-04 00:47:002026-03-04 00:47:00Company Variables Now Available in Workflows
Improved Workflow Triggers Every workflow trigger now features a built-in, human-readable description that clarifies its function and the circumstances under which it activates. These descriptions are easily accessible within the Workflow Builder when browsing, selecting, or editing triggers. To begin, open the Workflow Builder and click to add or edit a trigger. Each available trigger […]
What’s New? Businesses can now define a Cost Price and Margin for every product price or variant. This feature provides a clear, integrated method to track profitability without relying on spreadsheets or external tools. Once configured, cost data will flow into your transaction exports, invoices, and calendars, ensuring you always know what you’re earning on […]
We’ve significantly improved how Booking Periods function in Rentals, making date and time behaviour clearer, more intuitive, and easier to configure. With this update, businesses can now enable or disable time selection at the listing level , giving them complete control over whether customers can choose dates only or both dates and times — without […]
https://clixio.io/wp-content/uploads/2026/03/182f3f47327284b61012822298451a58.png7441868Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-03 22:23:002026-03-03 22:23:00🗓️ Smarter Booking Periods with Listing-Level Time Selection Control for Rentals
We’re excited to introduce Rentals within Calendars! 🎉 Rentals is a powerful new addition to Clixio’s scheduling suite, specifically designed for businesses managing bookable inventory, such as equipment, vehicles, venues, holiday properties, event setups, and more. Unlike traditional appointment scheduling, Rentals is tailored for duration-based, inventory-driven bookings. This feature allows you full control over availability, […]
We have introduced Private Integration Tokens (PITs) for Sandbox and Trial accounts, enabling developers and agencies to thoroughly test their custom integrations with Clixio APIs before launching them. Sandbox and Trial accounts can now: Create and utilise Private Integration Tokens Authenticate custom integrations securely Test API workflows without using production accounts Eliminate the need for […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-03-03 20:29:002026-03-03 20:29:00Private Integration Tokens (PITs) Now Available for Sandbox & Trial Accounts
Dashboard Date Picker & Filter Persistence
/in What's New? DashboardWe’ve enhanced our dashboards and custom reports to ensure date ranges and filter selections are remembered for each user. The system now retains the date range and filters you select. When you refresh the page or return later, your selections will remain exactly as you left them. • Automatic Saving of Dashboard Date Range The […]
🚀 New: Virtual Businesses in Reputation Competitor Analysis
/in What's New? ReputationWe’ve enhanced Competitor Analysis to support virtual and service-area businesses, making it easier to track competitors that lack a physical storefront. 1. Add Virtual Businesses Manually You can now add competitors using: Virtual addresses Service areas Website URLs Perfect for: Online-only businesses Service-area businesses Franchise or multi-region brands operating remotely 2. Seamless Search Experience Improved […]
Introducing New Templates | Clixio Changelog
/in What's New? Automations, SurveysWe are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether you’re building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customisable and professional, they streamline your workflow, saving you time and allowing you to focus on engaging your […]
Export email marketing data 🚀
/in What's New?You can now export email performance data directly from the Email Stats section as a CSV file. Users can generate exports for: All campaigns Only email marketing campaigns Workflows only – at an individual email action level Bulk actions only The exported CSV will be sent via email as a secure download link, valid for […]
Fixed: ‘Assign to User’ Now Skips Inactive Users
/in What's New?Issue with Assign to User Action In workflows that utilise the “Assign to User” action alongside Split Traffic, there was an issue where deactivated or deleted users were not revalidated during runtime. This oversight could result in contacts being assigned to inactive users, which in turn may lead to missed follow-ups. Updated Functionality The “Assign […]
Standard Builder: Now with Sticky Notes 2.0
/in What's New? AutomationsSticky Notes 2.0 is now available in the Standard Builder. Previously exclusive to the Advanced Builder, you can now add images or logos, colour-code branches, and leave rich annotations directly within your workflows. Utilise the Sticky Note tool on the Builder canvas to place notes anywhere in your workflow. Customise them with colours, formatted text, […]
AI Builder: Post Generation To Do List
/in What's New? Automations, IntegrationsAfter AI Builder generates a workflow, a new To-Do List appears for every action and trigger that requires human input, ensuring that nothing is overlooked before your workflow goes live. Built upon the existing Workflow Highlights system, this checklist consolidates all incomplete items into one actionable view. Generate a workflow using AI Builder. A To-Do […]
Ad Manager – Meta lead gen: Website & hybrid conversion locations
/in What's New? Forms, Reporting👀 What’s New? Added Conversion Location selection at Ad Set level: Instant Forms (default) Website Website and Instant Forms Introduced Dataset (Pixel) selection (required for Website & Hybrid). Added Conversion Event dropdown for both Website and Hybrid (Instant Form and Website). Added Destination URL field at Ad level (required for Website & Hybrid). Hybrid support […]
🔕 No External Update Emails for “Showed” & “No Show” Status Changes
/in What's New? Automations, Calendar, ReportingImprovements to Appointment Status Changes We’ve enhanced the functionality of appointment status changes when marked as Showed or No Show . Previously, updating these statuses would upload the event to connected calendars (Google, Outlook, iCloud), which triggered external event update emails to attendees — even though nothing meaningful had changed from their perspective. With this […]
AI Powered Field Tooltips | Clixio Changelog
/in What's New? AutomationsWorkflow Action Fields now include AI-powered tooltips that provide contextual explanations directly within the builder. Building on the existing “Learn More” AI capability available for actions and triggers, this feature extends AI-assisted guidance to the individual field level. When hovering over the ℹ️ icon next to a field, users see a brief description of the […]
Assign User Action: Now Assign to IVR Responder
/in What's New? Automations, ReportingIVR Connect Call now introduces new variables: ‘Answered By User ID’, ‘Answered By Device’, and ‘Answered By Phone Number’. You can utilise ‘Answered By User ID’ within the Assign User action to automatically assign the contact to the individual who answered the call. When a call reaches your IVR and is routed through Connect Call, […]
Assign User Action: Now Assign to IVR Responder with Custom Variables
/in What's New? Automations, ReportingIVR Connect Call now exposes new variables: ‘Answered By User ID’, ‘Answered By Device’, and ‘Answered By Phone Number’. You can use Answered By User ID within the Assign User action to automatically assign the contact to the person who answered the call. These variables are also available in the custom variable picker, allowing for […]
Connect Call (IVR) Action: Now Supports Call Whisper
/in What's New? AutomationsThe Connect Call (IVR) Action now supports an optional Call Whisper message. When a call is transferred to another number, you have the ability to play a private “heads-up” message to the person who answers, before the caller is connected. If you toggle on the Add Whisper Message option, the system will play your configured […]
Fixed: If/Else branching for UTM Campaign (Last Attribution)
/in What's New?Inconsistent Behaviour Reported Users had reported inconsistent behaviour – the custom value picker would revert to the campaign variable when the UTM Campaign (Last Attribution) was empty, whereas If/Else conditions did not. This inconsistency caused unexpected branching in workflows. Updated If/Else Conditions If/Else conditions now correctly implement the same fallback logic as the custom value […]
Company Variables Now Available in Workflows
/in What's New? AutomationsYou can now use company-based variables inside contact-based workflows. In addition to contact fields, you can reference company details such as the company name, phone number, email, website, address, and other relevant company fields. These are accessible in both the Custom Value picker and If/Else branches. When creating a workflow, company fields now appear alongside […]
Trigger Descriptions in Workflow Builder
/in What's New? AutomationsImproved Workflow Triggers Every workflow trigger now features a built-in, human-readable description that clarifies its function and the circumstances under which it activates. These descriptions are easily accessible within the Workflow Builder when browsing, selecting, or editing triggers. To begin, open the Workflow Builder and click to add or edit a trigger. Each available trigger […]
Add & Track Product Cost Price and Margin
/in What's New? PaymentsWhat’s New? Businesses can now define a Cost Price and Margin for every product price or variant. This feature provides a clear, integrated method to track profitability without relying on spreadsheets or external tools. Once configured, cost data will flow into your transaction exports, invoices, and calendars, ensuring you always know what you’re earning on […]
🗓️ Smarter Booking Periods with Listing-Level Time Selection Control for Rentals
/in What's New? CalendarWe’ve significantly improved how Booking Periods function in Rentals, making date and time behaviour clearer, more intuitive, and easier to configure. With this update, businesses can now enable or disable time selection at the listing level , giving them complete control over whether customers can choose dates only or both dates and times — without […]
Introducing Rentals — For Flexible Multi-Day Bookings
/in What's New? Calendar, PaymentsWe’re excited to introduce Rentals within Calendars! 🎉 Rentals is a powerful new addition to Clixio’s scheduling suite, specifically designed for businesses managing bookable inventory, such as equipment, vehicles, venues, holiday properties, event setups, and more. Unlike traditional appointment scheduling, Rentals is tailored for duration-based, inventory-driven bookings. This feature allows you full control over availability, […]
Private Integration Tokens (PITs) Now Available for Sandbox & Trial Accounts
/in What's New? IntegrationsWe have introduced Private Integration Tokens (PITs) for Sandbox and Trial accounts, enabling developers and agencies to thoroughly test their custom integrations with Clixio APIs before launching them. Sandbox and Trial accounts can now: Create and utilise Private Integration Tokens Authenticate custom integrations securely Test API workflows without using production accounts Eliminate the need for […]