We’re excited to announce a new feature that makes sharing your favourite blog posts easier than ever! Starting today, you’ll find a new social sharing element embedded in each of our blog posts, empowering you to share insightful content with your network seamlessly. ❤️🔥 What’s New? Social Sharing Buttons: At the end of every blog […]
https://clixio.io/wp-content/uploads/2025/01/69206e40b051debad01e56dc6d8c50e2.png1562316Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-20 18:15:002025-01-20 18:15:00Share your Blogs on Social platforms
We are thrilled to introduce the new Tasks List View with significant enhancements to streamline your task management experience. Default Smart Lists: Find your tasks due today or upcoming soon with just a single click Advanced Filters: Quickly sort and find tasks using a wide range of filtering options. Field Customisation: Decide which fields to […]
https://clixio.io/wp-content/uploads/2025/01/1ffacdaed9692cc2a023e7e25e3895e6.png10322482Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-17 23:05:002025-01-17 23:05:00Tasks List View and Enhancements
Card Management Feature This feature will allow businesses to manage their existing cards that are either added using card on file feature or any card that was used for transactions in the past and is stored on file for that customer. Businesses can also delete cards from file for any customer For a card not […]
https://clixio.io/wp-content/uploads/2025/01/32991ba782256b8626b4b8faf9d75925.png19323156Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-16 23:35:002025-01-16 23:35:00View and delete cards on file with the Manage cards feature
We’ve introduced the “Trigger a Workflow” feature, allowing users to automate specific actions by linking workflows within AI conversations. When a defined condition is met during a customer interaction, the AI bot automatically triggers the selected workflow. Trigger a Workflow The “Trigger a Workflow” feature allows users to: Define conditions within AI conversations that will […]
https://clixio.io/wp-content/uploads/2025/01/fe46959119f5d14c40bee38a8ca5cf1c.png8891468Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-16 23:00:002025-01-16 23:00:00Trigger a Workflow within Conversation AI
We’re excited to introduce a new feature that enables store owners to manage and customise the countries available for shipping on the checkout page. With this update, store owners can select specific countries for shipping and set default customer location preferences. The key functionalities include: Store owners now have the ability to control where they […]
https://clixio.io/wp-content/uploads/2025/01/3c5af64dcc3314dbddaf2e365f8c537a.png17403456Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-16 22:23:002025-01-16 22:23:00Country Selection at Checkout for E-Commerce Stores
Choosing Square Location for a Account when Connecting Square as a Payment Provider What’s New? New Square customers will now be able to view all the physical locations available in their Square account on the Clixio Integrations page. They can then select which Square location should be linked to which sub-account. Existing Square customers have […]
Introducing Enhanced Customisation for Your Text Elements in Email Builder You can now add background colours to text-based elements (like text blocks and footers), offering more design flexibility and the ability to highlight key content in your emails. 👷♂️ How to Use: Drag and drop a text element (e.g., text block or footer) into your […]
https://clixio.io/wp-content/uploads/2025/01/c90ec3179245512dd6e2d660da1e4e6f.png21023382Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-16 16:32:002025-01-16 16:32:00Background Color for Text Elements 🚀
We’ve enhanced your ability to re-engage unopened contacts. Previously, ResendToUnopened was only available for “Send Now” campaigns, limiting your ability to resend to unopened contacts in RSS and Batch Schedule campaigns. We’ve added ResendToUnopened support for RSS and Batch Schedule campaigns, providing more flexibility to boost reach. 👷♂️ How to Use: After sending an RSS […]
We’re thrilled to introduce a new feature that allows shop owners to capture additional notes from customers on the checkout page. This enhancement gives customers the flexibility to provide specific instructions or details about their order directly at checkout. Shop owners can now enable a “Notes” section on the checkout page with the following features: […]
https://clixio.io/wp-content/uploads/2025/01/4671b8d92404d410ef569122885533b1.png17363446Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-15 23:50:002025-01-15 23:50:00Additional Notes in Checkout Page for Ecommerce Stores
Link Email templates to Document Templates & Individual documents | Clixio Changelog Link Email templates to Document Templates & Individual documents | Clixio Changelog You wanted to create 3 workflows with 3 different Contracts but would not go ahead because you could not configure 3 unique email templates that you wanted them to go with. […]
We are pleased to announce the integration of the Payment Element with the Classic Widget! This enhancement ensures seamless payment functionality across both the Classic and NEO Widgets, delivering a consistent user experience and reducing confusion. Payment Gateway Support: The following payment gateways are now supported in the Classic Widget: Stripe (Card, Apple Pay, Google […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-15 20:25:002025-01-15 20:25:00Calendars: Payment Element with the Classic Widget
We’re thrilled to announce a new feature for updating channels of a post. How to Move a Post to Another Channel: Click the Three Dots: Find the post you want to move. Click the three-dot menu (⋯) in the top-right corner of the post. (Note: You can only move posts you’ve created or, if you’re […]
https://clixio.io/wp-content/uploads/2025/01/4e01968d5891f281574d8794a5554f83.png15083010Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-15 19:20:002025-01-15 19:20:00Communities – Move post to a different channel
You can now duplicate widgets directly within a dashboard, saving time and effort when creating similar widgets. **Quick Duplicate Action:** Easily copy an existing widget on the same dashboard. **Streamlined Workflow:** For complex widgets where only a few tweaks are needed, simply duplicate the widget, make adjustments, and save. Enter Edit Mode for the dashboard. […]
We’ve introduced Quick Action Buttons on the Bot Menu to enhance bot management and improve the user experience. These updates include options for editing, deleting, duplicating, and setting bots as primary, ensuring streamlined workflows and consistency across the platform. 1. Quick Actions in Bot Menu: Directly access management options from the bot menu, including: Edit […]
https://clixio.io/wp-content/uploads/2025/01/d298c99f7cbc884c7f072e823e8bdc81.png4941468Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-14 20:12:002025-01-14 20:12:00Quick Actions Buttons for Conversation AI bots
Import Invoices from QuickBooks: Seamlessly import all your invoices from QuickBooks during the initial connection. Go to Settings -> Integrations -> QuickBooks Connect Choose Import Elements: Import all previous Invoices with one toggle. Connect the QuickBooks account that you want to Click Next to proceed. Set Sync Preferences: Configure settings like Send Review Requests to […]
New Fields and Filters Added for Greater Control We’ve listened to your feedback and added new fields and filters to give you even greater control and insights within your dashboard and reports. Opportunity’s Phone Number: Now available as a table column. Opportunity’s Primary Contact Name: Added as both a widget filter and a table column. […]
https://clixio.io/wp-content/uploads/2025/01/e2bc5b5b0ddc98754a638e0b77712830.png14672725Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-13 17:03:002025-01-13 17:03:00Account Dashboard and Reporting: New Fields and Filters
The Marketplace team is excited to release improvements to the Search and Filtering experiences on App Marketplace. Improved app search experience The app search now matches the following app properties in decreasing order of priority: App name App tagline App description App’s developer name We have implemented Fuzzy Search, which ignores typos and matches plurals, […]
Users can now set their own preferred intervals for reminder emails, replacing the default options of 2 and 7 days before expiry. All previously scheduled reminder emails will continue to follow the default intervals of 2 and 7 days unless users choose to modify them. Edit Reminder Preferences for Certificate Templates Adding an expiry date […]
https://clixio.io/wp-content/uploads/2025/01/5d7b263940ab8dd374b6d84ba15d326c.png20463456Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-01-10 22:46:002025-01-10 22:46:00Set frequency for certificate expiry reminders (emails)
**We’re excited to announce the launch of the WhatsApp Coexistence feature in Labs!** This groundbreaking capability allows businesses to seamlessly integrate their WhatsApp Business App with Clixio’s CRM, enabling dual-platform functionality and delivering an unparalleled messaging experience. **Dual-Platform Flexibility:** Use your existing WhatsApp Business App alongside Clixio CRM. **Chat Syncing:** Sync up to 6 months […]
We’re excited to announce new customisation options for the Shipping Details section at checkout Store owners can now fully customise the Shipping Details section on the checkout page by setting fields as Hidden, Optional, or Mandatory—streamlining the checkout process for their customers. Optimising checkout for faster customer experience This helps store owners enable quicker checkouts […]
Share your Blogs on Social platforms
/in What's New? Blogs, Communities, ConversationsWe’re excited to announce a new feature that makes sharing your favourite blog posts easier than ever! Starting today, you’ll find a new social sharing element embedded in each of our blog posts, empowering you to share insightful content with your network seamlessly. ❤️🔥 What’s New? Social Sharing Buttons: At the end of every blog […]
Tasks List View and Enhancements
/in What's New?We are thrilled to introduce the new Tasks List View with significant enhancements to streamline your task management experience. Default Smart Lists: Find your tasks due today or upcoming soon with just a single click Advanced Filters: Quickly sort and find tasks using a wide range of filtering options. Field Customisation: Decide which fields to […]
View and delete cards on file with the Manage cards feature
/in What's New?Card Management Feature This feature will allow businesses to manage their existing cards that are either added using card on file feature or any card that was used for transactions in the past and is stored on file for that customer. Businesses can also delete cards from file for any customer For a card not […]
Trigger a Workflow within Conversation AI
/in What's New? Automations, Conversation AI, ConversationsWe’ve introduced the “Trigger a Workflow” feature, allowing users to automate specific actions by linking workflows within AI conversations. When a defined condition is met during a customer interaction, the AI bot automatically triggers the selected workflow. Trigger a Workflow The “Trigger a Workflow” feature allows users to: Define conditions within AI conversations that will […]
Country Selection at Checkout for E-Commerce Stores
/in What's New? E-CommerceWe’re excited to introduce a new feature that enables store owners to manage and customise the countries available for shipping on the checkout page. With this update, store owners can select specific countries for shipping and set default customer location preferences. The key functionalities include: Store owners now have the ability to control where they […]
Square Location Selection
/in What's New?Choosing Square Location for a Account when Connecting Square as a Payment Provider What’s New? New Square customers will now be able to view all the physical locations available in their Square account on the Clixio Integrations page. They can then select which Square location should be linked to which sub-account. Existing Square customers have […]
Background Color for Text Elements 🚀
/in What's New? Email BuilderIntroducing Enhanced Customisation for Your Text Elements in Email Builder You can now add background colours to text-based elements (like text blocks and footers), offering more design flexibility and the ability to highlight key content in your emails. 👷♂️ How to Use: Drag and drop a text element (e.g., text block or footer) into your […]
ResendToUnopened for RSS & Batch Schedule ⭐️
/in What's New?We’ve enhanced your ability to re-engage unopened contacts. Previously, ResendToUnopened was only available for “Send Now” campaigns, limiting your ability to resend to unopened contacts in RSS and Batch Schedule campaigns. We’ve added ResendToUnopened support for RSS and Batch Schedule campaigns, providing more flexibility to boost reach. 👷♂️ How to Use: After sending an RSS […]
Additional Notes in Checkout Page for Ecommerce Stores
/in What's New? E-CommerceWe’re thrilled to introduce a new feature that allows shop owners to capture additional notes from customers on the checkout page. This enhancement gives customers the flexibility to provide specific instructions or details about their order directly at checkout. Shop owners can now enable a “Notes” section on the checkout page with the following features: […]
Link Email templates to Document Templates & Individual documents
/in What's New? Automations, Documents & Contracts, PaymentsLink Email templates to Document Templates & Individual documents | Clixio Changelog Link Email templates to Document Templates & Individual documents | Clixio Changelog You wanted to create 3 workflows with 3 different Contracts but would not go ahead because you could not configure 3 unique email templates that you wanted them to go with. […]
Calendars: Payment Element with the Classic Widget
/in What's New? Integrations, PaymentsWe are pleased to announce the integration of the Payment Element with the Classic Widget! This enhancement ensures seamless payment functionality across both the Classic and NEO Widgets, delivering a consistent user experience and reducing confusion. Payment Gateway Support: The following payment gateways are now supported in the Classic Widget: Stripe (Card, Apple Pay, Google […]
Communities – Move post to a different channel
/in What's New? Calendar, Communities, Integrations, PaymentsWe’re thrilled to announce a new feature for updating channels of a post. How to Move a Post to Another Channel: Click the Three Dots: Find the post you want to move. Click the three-dot menu (⋯) in the top-right corner of the post. (Note: You can only move posts you’ve created or, if you’re […]
Account Dashboard and Reporting: Widget Duplication
/in What's New? Automations, Dashboard, ReportingYou can now duplicate widgets directly within a dashboard, saving time and effort when creating similar widgets. **Quick Duplicate Action:** Easily copy an existing widget on the same dashboard. **Streamlined Workflow:** For complex widgets where only a few tweaks are needed, simply duplicate the widget, make adjustments, and save. Enter Edit Mode for the dashboard. […]
Quick Actions Buttons for Conversation AI bots
/in What's New? Conversation AIWe’ve introduced Quick Action Buttons on the Bot Menu to enhance bot management and improve the user experience. These updates include options for editing, deleting, duplicating, and setting bots as primary, ensuring streamlined workflows and consistency across the platform. 1. Quick Actions in Bot Menu: Directly access management options from the bot menu, including: Edit […]
Invoicing: Import previous invoices from Quickbooks
/in What's New? Invoicing, ReputationImport Invoices from QuickBooks: Seamlessly import all your invoices from QuickBooks during the initial connection. Go to Settings -> Integrations -> QuickBooks Connect Choose Import Elements: Import all previous Invoices with one toggle. Connect the QuickBooks account that you want to Click Next to proceed. Set Sync Preferences: Configure settings like Send Review Requests to […]
Account Dashboard and Reporting: New Fields and Filters
/in What's New? Dashboard, Opportunities and Pipelines, ReportingNew Fields and Filters Added for Greater Control We’ve listened to your feedback and added new fields and filters to give you even greater control and insights within your dashboard and reports. Opportunity’s Phone Number: Now available as a table column. Opportunity’s Primary Contact Name: Added as both a widget filter and a table column. […]
App Marketplace | Improvements to App Search and Filtering
/in What's New? App Marketplace, AutomationsThe Marketplace team is excited to release improvements to the Search and Filtering experiences on App Marketplace. Improved app search experience The app search now matches the following app properties in decreasing order of priority: App name App tagline App description App’s developer name We have implemented Fuzzy Search, which ignores typos and matches plurals, […]
Set frequency for certificate expiry reminders (emails)
/in What's New? CertificatesUsers can now set their own preferred intervals for reminder emails, replacing the default options of 2 and 7 days before expiry. All previously scheduled reminder emails will continue to follow the default intervals of 2 and 7 days unless users choose to modify them. Edit Reminder Preferences for Certificate Templates Adding an expiry date […]
Enable WhatsApp Coexistence via Labs
/in What's New?**We’re excited to announce the launch of the WhatsApp Coexistence feature in Labs!** This groundbreaking capability allows businesses to seamlessly integrate their WhatsApp Business App with Clixio’s CRM, enabling dual-platform functionality and delivering an unparalleled messaging experience. **Dual-Platform Flexibility:** Use your existing WhatsApp Business App alongside Clixio CRM. **Chat Syncing:** Sync up to 6 months […]
Making Shipping detail fields Hidden, Optional or Mandatory in checkout page for E-Commerce Stores
/in What's New? E-CommerceWe’re excited to announce new customisation options for the Shipping Details section at checkout Store owners can now fully customise the Shipping Details section on the checkout page by setting fields as Hidden, Optional, or Mandatory—streamlining the checkout process for their customers. Optimising checkout for faster customer experience This helps store owners enable quicker checkouts […]