New Workflow Action: Log External Call to CRM 📞

Exciting News! We’ve just rolled out the workflow action that allows you to log external calls to the CRM. 🎉 You can now log external calls to the CRM using workflows. To log any external call, you can trigger the workflow using the “Inbound Webhook Trigger” and configure the “Log External Call” action, and pass […]

UTM Parameters in Email Builder! 🚀

We’re excited to introduce a new feature in the Email Builder designed to streamline your attribution analysis and improve campaign performance tracking! Previously, adding UTM parameters to links in email campaigns was a manual, error-prone process. This could be tedious and time-consuming, leading to inconsistencies and potential mistakes. You can now set default UTM parameters […]

Introducing New Templates | Clixio Changelog

We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether 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 letting you focus on engaging your audience and […]

Enhancements to Template Library! | Clixio Changelog

We are excited to introduce recent enhancements to our Template Library that improves user experience and functionality. Migration to Federation Version of Media Library: Benefits: We have upgraded the Media Library module to the latest Federation (MF) version. Improvements: Enhanced User Interface (UI) for smoother navigation and usability. Download Templates to a Folder: Initial Problem: […]

Account Affiliate Manager: Toggle to Enrol New Customers as Sub Affiliates

We’re excited to announce a new feature that lets users decide if they want to automatically enrol new customers as sub affiliates under the affiliate who brought them in after a successful sale. Campaign Setting: A toggle in campaign settings under “Additional Settings” to enable or disable the auto-enrolment of new customers as sub affiliates. […]

Calendly Event Importer | Clixio Changelog

Connect Calendly with Clixio for Enhanced Functionality You can now connect Calendly with Clixio to import your Calendly events directly. This new feature helps you utilise Clixio’s full suite of tools—contacts, conversations, automations, marketing, and more. With this integration, each new Calendly event will be imported into Clixio, enabling you to take immediate actions and […]

Account Affiliate Manager: Affiliate Level Commission Settings

We’re excited to announce a powerful new feature in the Account Affiliate Manager: Affiliate Level Commission Settings! Ability to set custom commission rates for individual affiliates within a campaign. Override campaign-level commission settings with affiliate-specific settings. Flexibility to manage affiliate commissions more effectively. Go to the Account Affiliate Manager. Navigate to the Affiliate Page and […]

Auto-payment enablement on Payment schedules in Invoices

You can now enable auto payments on invoices that are sent with Payment Schedule Automate payments for invoices with scheduled payment plans. While clicking on send for invoice, enable auto-payments Start charging automatically for subsequent payments on scheduled payment dates Set up auto-payments: Enable auto-payments while sending your invoice which have a payment schedule You […]

Twilio Validation Error trigger is now Number Validation

Changes to the Twilio Validation Error Trigger We have made a few changes to the Twilio Validation Error trigger. The trigger has been renamed to "Number Validation". ![Screenshot 2024-07-24 at 2](

Making COD and Manual Payment Methods Independent of Online Payments for Ecommerce stores & Order Forms

COD and Manual Payment Methods COD and Manual Payment methods were tied up in a condition where it would only work when an online payment method is set up. Users can now set up COD and Manual Payment Methods independently, without needing to set up an online payment method. This enhancement removes the previous requirement […]

Account Affiliate Manager: Cloning Affiliate Campaigns

We are thrilled to announce the ability to clone affiliate campaigns within a sub account! Option to clone any existing affiliate campaign Option to keep the affiliates in the new campaign or not Go to the Account Affiliate Manager Click on Campaigns For the campaign you want to clone, click on the three dots Choose […]

Delete and Restore Contacts – Update

We’ve revamped the bulk delete and restore functionality for contacts, introducing some user experience enhancements. This update increases reliability and efficiency, especially for large contact lists. Updated Bulk Delete and Restore Architecture: Ensures smooth operation for deleting and restoring large volumes of contacts. Enhanced UX: Improved bulk action modal for a better user experience. Updated […]

Account Dashboards: Contact Source and Opportunity Source filters

We’re excited to introduce powerful new filters for your dashboard widgets: Contact Source and Opportunity Source! Contact Source: A new “Source” filter added to contact widgets. Opportunity Source: A new “Source” filter added to opportunity widgets. Table widget: Both properties are added as columns for table widgets and granular insights Enter Edit mode on your […]

WhatsApp Bug Fixes | Clixio Changelog

WhatsApp Workflow Execution We have resolved the issue where the correct failure reason was not being updated for WhatsApp workflow executions configured with pause execution. WhatsApp Template Formatting Support for template formatting has been added, allowing for improved selection and formatting of subtext within WhatsApp template body Bold Italics Strike through Monospace

Introducing Automatic Taxes on Payment Links

**Business Users Now Have Automatic Taxes Applied When Checking Out at Payment Links for End Customers in the USA** Business users now have the capability to configure and apply automatic taxes on Payment Links If configured in the Settings inside Payments -> Taxes, at the time of checkout automatic taxes would be applied on the […]

Introducing Automatic Taxes on Invoices

Business users can now create Invoices with automatic taxes Automatic taxes will be available when all products have: Tax category attached to it or default tax category is configured in payment settings A) Valid US state present for invoice contact B) Valid postal code present for invoice contact C) When Automatic taxes are configured for […]

Automatic taxes are now live

Automatic taxes are now live | Clixio Changelog Business users will now be able to calculate taxes automatically for their customers based on address details entered during checkout and type of product purchased This is applicable on all payments being made on order forms (including selling membership courses), online stores, invoices and payment links. The […]

New GIF Features

We’ve got some exciting updates this release to make user engagement even better: New Features: Enhanced GIF Support: Get ready for a whole new level of interaction! GIFs are now more accessible and seamlessly integrated within communities, moving from simple attachments to vibrant inline content for both posts and comments. This exciting upgrade, available on […]

Snapshots – IP Protected Snapshots

Now you can share snapshots with IP Protection enabled, so that no one can directly re-share your assets by creating new snapshots from them We received feedback from many customers that they spend hours creating complex assets in Accounts like workflows, funnels etc. which they sell offline by taking snapshots of that sub-account. Many of […]

Conversations: 2-Way Sync Attachments Bug Fixes 🐞

We are excited to announce significant fixes related to attachments in emails connected via 2-way sync. 📨 🥳 Inbound Email Issues with Gmail/Outlook 2-Way Sync: New Email Attachments Not Logged: Issue: Previously, when a contact sent a new email, the attachments were not logged in the CRM. Fix: This issue is now resolved, and attachments […]