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WhatsApp Coexistence General Availability | Clixio Changelog

March 19, 2025/in What's New? Automations, Conversations, CRM, Integrations

WhatsApp Coexistence is Now Live for All Supported Countries We are excited to announce the general availability of WhatsApp Coexistence! Businesses can now seamlessly integrate their existing WhatsApp Business App with Clixio CRM, enabling dual-platform messaging without the risk of bans or service disruptions. Unsupported Regions & Countries WhatsApp Business App Coexistence is not supported […]

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Ad Manager: Sales objective for Meta Ads

March 19, 2025/in What's New? Conversations, Funnels and Websites

👀 What’s New? We are excited to announce that Sales Objective is now available in HL Ad Manager along with the pre-existing Lead Generation, Website Traffic, and Engagement objectives. This addition enables businesses to drive meaningful conversions directly from their ads. With the Sales Objective, advertisers can now optimize their Meta campaigns for high-value actions, […]

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Default Sorting Option for Product List Page for E-commerce stores

March 19, 2025/in What's New? E-Commerce

We’re thrilled to introduce Default Sorting for the Product List page in online stores! Store owners can now control how products are displayed by default, ensuring customers see products in the preferred order when landing on collection or category pages. A new “ Default Sorting ” dropdown is available under: Store owners can choose from […]

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Enhanced Interaction Effects for E-commerce Store Elements

March 19, 2025/in What's New? E-Commerce

Enhanced Hover Interaction Effects We’re excited to introduce hover interaction effects that enhance the browsing experience for store visitors. With this update, visitors will get a clear visual cue when hovering over interactive elements, making navigation and interaction more intuitive. Product Title Underline: A subtle underline appears when hovering over product titles (on product listing […]

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Estimates: Activity Tracking to check the status is live!

March 18, 2025/in What's New? Dashboard

Estimates: Activity Tracking Now Live! | Clixio Changelog Estimates: Activity Tracking to check the status is live! | Clixio Changelog Send out an estimate and view its entire history from sent, edited, viewed, to signed – just by clicking on view history in the options menu. Open Invoices & Estimates -> Estimates Scroll to the […]

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Invoices: Text formatting in Descriptions now live

March 18, 2025/in What's New?

Invoices: Text Formatting in Descriptions Now Live Invoices: Text formatting in Descriptions now live | Clixio Changelog Invoices now have formatting enabled for the descriptions. Formatting coming from estimates, product descriptions will now be preserved. Its super easy to add bullets, bold important details etc. Invoice Preview can now display html description with proper formatting […]

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Stay Informed About Contact Enrollment Delays

March 18, 2025/in What's New? Automations

We’ve introduced a Rate Limit Notification Banner to proactively inform users when contact enrolment is delayed due to rate limits. 🆕 Proactive Delay Notification A new banner appears on both the Workflow List Page and Contact Enrolment Page whenever rate limits are causing delays. 👀 Clear Visibility Until Execution The banner stays visible until the […]

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OAuth-Based Authentication for LeadConnector App on Zapier

March 18, 2025/in What's New?

Overview: We are introducing OAuth-based authorisation for our LeadConnector app on Zapier. This update enhances security, improves access control, and aligns with industry best practices. Additionally, it provides a seamless experience for whitelabel agencies. Why This Matters: Enhanced Security: OAuth uses token-based authentication, significantly reducing the risk of credential exposure from hardcoded or leaked API […]

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Funnel Preview Performance Upgrade | Clixio Changelog

March 18, 2025/in What's New? Forms

We’ve upgraded the funnel-preview service to Nuxt 3.14, introducing performance improvements, security enhancements, and optimizations. This update results in reduced load times, smaller bundle sizes, and an overall better user experience. Server Bundle Size Reduced: From 526MB to 337MB (36% reduction), improving efficiency. Client Entry File Size Reduced: From 117KB to 96KB (17.9% reduction), leading […]

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Media Storage modal enhancements | Clixio Changelog

March 18, 2025/in What's New?

We’ve introduced improvements to the media selection and insertion process from other products, making it more intuitive and efficient. 🆕 Quick Insert for Single File Selection When a single file is selected, an “Insert Media” CTA now appears for faster action. 👀 Preview Media Before Inserting A new “Preview Media” option is now available in […]

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Enhanced Terms & Conditions for Compliance 🚀

March 17, 2025/in What's New? Forms

In response to Twilio’s updated A2P requirements, we’re enhancing the Terms & Conditions (T&C) element in our forms. This update improves compliance, customisation, and user experience when collecting consent for messaging. 🆕 Two Separate T&Cs for Clearer Consent Transactional Messages: Users can explicitly opt in to receive notifications like appointment reminders, order confirmations, and account […]

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📢 New Feature: Multi-Channel Review Requests (SMS, Email & WhatsApp)

March 14, 2025/in What's New? Reporting, Reputation

We are thrilled to introduce Multi-Channel Review Requests, allowing businesses to request reviews via SMS, Email, and WhatsApp—helping you reach customers on their preferred communication channels and maximise review collection! ✅ Send Review Requests via Multiple Channels – Choose SMS, Email, WhatsApp, or all three at once. ✅ Easy Multi-Select Options – A simple checkbox […]

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All In One Chat Widget

March 14, 2025/in What's New? Chat Widget, Conversations

Streamline Customer Communication with All-in-One Chat Streamline customer communication by unifying Live Chat, Email Chat, and WhatsApp Chat into a single widget. Single Chat Widget: Eliminate the need for multiple widgets—manage all interactions in one place. Channel Selector: Easily toggle between Live, Email, or WhatsApp Chat based on availability and preferences. Consistent Look & Feel: […]

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Account Dashboard and Reporting: Quick Filters for Dashboards

March 13, 2025/in What's New? Dashboard, Reporting

Quickly Analyse Your Data with Personalised Filters Quickly analyse your data with personalised filters, even without edit access. 👀 What’s New? Quick Filters: Now, dashboard owners can add filters for all users to access without needing edit permissions. User-Specific Configurations: Each user can save their own quick filter values, ensuring a personalised and efficient experience. […]

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Funnel Experience Optimizations & Smoother Transitions

March 12, 2025/in What's New? Automations

Seamless Funnel Step Transition Issue : Transitions between funnel steps from the product edit screen were not smooth. Fix : Improved the transition logic to ensure a seamless and consistent experience. Optimised Funnel Step API Calls Issue : Some API calls were running synchronously, causing delays in loading times. Fix : Optimised these calls to […]

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Documents & Contracts: Add PDFs on the go, to existing Documents & Templates

March 12, 2025/in What's New? Documents & Contracts

Documents & Contracts: Add PDFs on the go, to existing Documents & Templates | Clixio Changelog Tired of starting from scratch just because you missed a PDF? Now, you can easily add PDFs to existing Templates and Documents without redoing the entire file. Click the “+” Symbol in the left Pages panel to add a […]

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🔎 Prospecting Tool – New Google Business Profile (GBP) Information in Marketing Audit Report 🚀

March 12, 2025/in What's New?

We’re excited to introduce a GBP Section in the Marketing Audit Report, making it easier for businesses to verify whether the Google Business Profile (GBP) is claimed and if the Profile has all the relevant information. 📊 Enhanced Report Data for GBP The audit report now includes verified GBP details to provide deeper insights, including: […]

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Opportunity Workflow Actions | Clixio Changelog

March 12, 2025/in What's New? Automations, Opportunities and Pipelines

New and Improved Opportunity Workflow Actions We’ve introduced new and improved Opportunity-related workflow actions, providing greater flexibility and precision when creating, updating, assigning, and removing opportunities in your sales pipelines. These enhancements streamline your sales process and ensure you have full control over opportunity management. New “Find Opportunity” Action Key Benefit: Quickly locate the earliest […]

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Snapshot Creation & Enhanced Refresh both with Selective Assets , And Forced Snapshot Creation

March 11, 2025/in What's New?

Enhanced Snapshot Management for Account Assets We are pleased to announce the release of an enhancement to our snapshot management capabilities, designed to provide users with greater control, flexibility, and resilience when working with sub-account assets. This update introduces the ability to create and refresh snapshots with selective assets, along with a robust mechanism for […]

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Configure Stripe Payment Methods directly on Clixio

March 10, 2025/in What's New? Communities, Dashboard, E-Commerce, Forms, Funnels and Websites, Payments

What’s New? Businesses can now configure Stripe payment methods directly on Clixio instead of configuring them on Stripe’s dashboard. These payment methods can be enabled/disabled for multiple product areas as listed below in both Live and Test modes separately. For existing customers the default payment methods against product areas or checkouts would be as per […]

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RSS Latest Feature Updates

  • Store Deletion Behavior Update | Clixio Changelog April 23, 2026
  • Terms & Conditions Consent at Store Checkout April 23, 2026
  • Social Planner: Community now in Comment Management April 23, 2026
  • Opportunity Smart Lists | Clixio Changelog April 22, 2026
  • WhatsApp Calling (Closed Beta) | Clixio Changelog April 22, 2026
  • Printful Auto Shipping Profile & Live Rates at Checkout April 22, 2026
  • AI Pages — Customization & Content Enhancements April 21, 2026
  • Delete Schema Markup Feature | Clixio Changelog April 21, 2026
  • Custom Date Reminder: Now for Custom Objects, Opportunities and Companies April 21, 2026
  • Conversation AI – Services Calendar V2 Enhancements April 21, 2026
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