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Estimates using Templates – Mobile App v3.98.1

May 27, 2025/in What's New? Payments

We are thrilled to announce our latest update to mobile payments – the ability to quickly create an estimate using templates! Any templates created for Estimates on the Clixio web app will now be accessible on the mobile app. This update is live on v3.98.1 for Clixio and LeadConnector, with an update available for the […]

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Tap to Pay on Square – Mobile App v3.98.1

May 27, 2025/in What's New? Payments

We are excited to announce our latest update for mobile payments – support for Tap to Pay on Square for POS and Mobile Payments! Users can now utilise Tap to Pay alongside the existing Cards on File, Manual Card Entry, and Square Readers to accept in-person payments via the POS on the mobile app. This […]

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Affiliate Dashboard (T&C Activation Screen) Revamp – Now Live!

May 27, 2025/in What's New? Affiliate Manager, Dashboard

Affiliate Dashboard (T&C Activation Screen) Revamp – Now Live! We’ve upgraded the first screen you encounter when visiting the Affiliate Portal, making it more engaging and easier to get started as an affiliate. 🆕 What’s New: A redesigned welcome screen that clearly outlines the benefits of becoming an affiliate: Step-by-step instructions to assist you in […]

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Displacement of fields in Documents & Contracts: Now Fixed!

May 27, 2025/in What's New? Documents & Contracts

• Open or Duplicate Any Pre-existing File → This continues with the old framework, retaining its original fonts and behaviours. • Click “Create Document” → You will automatically receive the new engine, along with fresh fonts, and the latest fixes related to displacement will be addressed. All users who felt that fields were not correctly […]

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📲 Expanded Message Error Handling in Workflows

May 27, 2025/in What's New? Automations

We’ve enhanced the “Messaging Error – SMS” workflow trigger to allow you to take action on a broader range of failed message scenarios, including both SMS and MMS. This improvement leads to better automation, cleaner contact lists, and fewer manual tasks when a message fails to send. The trigger now supports an expanded range of […]

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Ad Manager Settings UI revamp

May 27, 2025/in What's New?

👀 What’s New? We’ve rolled out a refreshed UI for the Ad Manager settings page, featuring a more intuitive layout that better distinguishes between Platform-Specific and Global settings. Settings are now organised under Platform Settings (Facebook, Google Ads) and Global Settings (Subscription). Tabs such as Ad Account, Pages, Conversions, and Audiences are now nested within […]

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All-in-One Dashboard for Email Marketing 🚀

May 27, 2025/in What's New?

Your email marketing dashboard now provides stats for all emails — including Workflows, Bulk Actions, and Campaigns — all in one place. Unified view of all email activity Better insights for smarter planning Go to Email Marketing > Dashboard View all email stats by default Use the top-left dropdown to filter by channel Scroll to […]

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Social Planner – Enhancement to Recurring Post 😎

May 26, 2025/in What's New? Calendar, Social Planner

Seamless Scheduling of Recurring Posts in Social Planner — Gain More Control over the day and month you wish to schedule a recurring post. To improve the user experience, the functionality of recurring posts in Planner and Calendar views has been enhanced, particularly concerning the editing and deletion of specific iterations. Understanding Previous Behaviour Many […]

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Enhanced SPF Record Validation Messaging (For Dedicated IP Users)

May 24, 2025/in What's New?

Enhancements to SPF Record Validation As part of our commitment to improving domain authentication and deliverability, we have enhanced the SPF record validation process for users of the LC Email Service who have purchased a dedicated IP. Previously, a generic warning was displayed when an SPF record was missing, without indicating which domain(s) were affected. […]

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Embed Media in Post Edit Page

May 23, 2025/in What's New?

You can now embed media from leading third-party platforms directly within the Post Edit Page to create rich, engaging content. This includes support for: YouTube Vimeo SoundCloud Loom Wistia Spotify Mixcloud Previously, users could only upload media files. With this update, you can enhance your posts simply by pasting a link—no upload required. This enhancement […]

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Association Limits Handling now available

May 23, 2025/in What's New?

Custom Objects – Association Limits You can now configure the number of relationships that can exist between objects in your Custom Objects setup. This feature helps to prevent over-association and enhances data clarity. We’ve introduced association limits to ensure a more structured approach to object management. Note: To enable this feature, navigate to Settings > […]

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Enhanced Accuracy in Email Verification Results

May 23, 2025/in What's New?

We have upgraded our email verification tool to deliver more accurate and reliable status classifications for email addresses. **Key Improvements:** Enhanced validation logic and improved response interpretation from the underlying verification services. Better detection of risky, disposable, role-based, or undeliverable email addresses. **Benefits:** Increases confidence in maintaining a clean contact list. Helps to reduce bounce […]

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Fix smtp email sending and connection issues

May 23, 2025/in What's New?

The connection issue for users using custom SMTPs has been resolved. Improved Email Reliability: This update eliminates protocol-related transport errors, ensuring a seamless connection with all supported SMTP providers. Increased Deliverability: Users can expect more stable email flows for transactional, onboarding, and marketing messages. Fewer Support Cases: This improvement reduces internal triage time associated with […]

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Conversation AI – New Guided Form Based Setup

May 23, 2025/in What's New? Automations, Calendar, Conversation AI, Conversations

We’ve introduced the Guided Form Bot—a new method for building bots in Conversation AI that is faster, simpler, and does not require prompt-writing skills. Whether you’re capturing leads or booking appointments, this guided setup helps you create high-performing bots in under three minutes. This setup enables you to collect user information in a defined, structured […]

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Improved Builder Experience for “One Question at a Time”

May 23, 2025/in What's New?

We’ve enhanced the builder experience for the “One Question at a Time” setting within the Survey Builder! Previously, enabling this option would cluster all form fields under a single slide in the builder preview, which was confusing and misaligned with how the survey functioned on live pages. With this update, fields are now displayed on […]

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🔍 Message Failed? Now You’ll Know Exactly Why

May 23, 2025/in What's New? Conversations

Enhanced Message Delivery Error Display We have improved the way message delivery errors are shown on the Conversations page. Rather than seeing confusing or technical error codes (such as 30005 or 21610), you will now find clear explanations along with helpful links when SMS or MMS messages fail to deliver. No Action Required! This update […]

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💬 Outbound SMS Pricing Update – Effective Immediately

May 22, 2025/in What's New?

To continue providing a reliable and transparent messaging experience, we have updated our outbound SMS pricing for several countries based on the latest rate changes from our carrier partner . These changes are now live. As always, you will still enjoy a 10% discount on: US & Canada phone numbers Messaging between the US & […]

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Invoices: Link opportunities and view them in the Payments tab

May 22, 2025/in What's New?

Seamless Auto-Linking: Every invoice you create from an Opportunity’s Payments tab (or via workflow) is instantly and automatically linked back to that Opportunity—ensuring you always know which deal it belongs to. On-Screen Linking Option in Payments: In the Payments tab, switch to Invoices and click on Create Invoice. Simply check the Link Opportunity box and […]

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Estimates: Link opportunities and view it in Payments tab there

May 22, 2025/in What's New?

What’s New? Seamless Auto-Linking: Every estimate you create from an Opportunity’s Payments tab (or via workflow) is instantly and automatically linked back to that Opportunity—ensuring you never lose track of which deal it belongs to. On-Screen Linking Option in Payments: In the Payments tab, switch to Estimates and click on Create estimate. Simply check Link […]

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Communities > New! Private Channel-Based Course Access (Learning tab)

May 22, 2025/in What's New? Communities

🔐 **New! Private Channel-Based Course Access** We’re giving group admins greater control over who can access specific course content! 🌟 **What’s New?** You can now set course visibility to “Private Channel”, which allows access only to members of selected private channels within your group. ❓ **How It Works:** – Admins will see a new tag […]

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RSS Latest Feature Updates

  • Export email marketing data 🚀 March 6, 2026
  • Fixed: ‘Assign to User’ Now Skips Inactive Users March 6, 2026
  • Standard Builder: Now with Sticky Notes 2.0 March 6, 2026
  • AI Builder: Post Generation To Do List March 6, 2026
  • Ad Manager – Meta lead gen: Website & hybrid conversion locations March 6, 2026
  • 🔕 No External Update Emails for “Showed” & “No Show” Status Changes March 6, 2026
  • AI Powered Field Tooltips | Clixio Changelog March 3, 2026
  • Assign User Action: Now Assign to IVR Responder March 3, 2026
  • Assign User Action: Now Assign to IVR Responder with Custom Variables March 3, 2026
  • Connect Call (IVR) Action: Now Supports Call Whisper March 3, 2026
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