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Select Whatsapp Number in Customer Replied Trigger

September 24, 2024/in What's New? Automations

Select WhatsApp Number in Customer Replied Trigger | Clixio Changelog The ability to trigger workflows based on the specific WhatsApp Numbers Select the “Customer Replied” Trigger Add the “Reply Channel” filter and select “WhatsApp” Add the “WhatsApp Number” filter All the numbers will be visible in the dropdown to select from If the “WhatsApp Number” […]

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Courses – Migrate your offers to Version 2 to use coupons + other bug fixes

September 24, 2024/in What's New? Payments

Offers V1 -> V2 Migration You can now migrate your offers to V2, where all payment processing will be handled by our centralised payments system. Improved Payment Gateway Support: V1 offers will continue to be managed via Stripe only. However, with V2, you can integrate with additional payment gateways such as Authorize.Net, NMI, Square, Razorpay, […]

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Uploading audio inside course lessons

September 24, 2024/in What's New? Integrations

We’re excited to announce a new feature that enhances your courses with audio file integration. Now, course creators can seamlessly upload and include audio lessons as part of their course content, enriching the learning experience. Seamless Audio Uploads: Easily add audio files to your course lessons with just one click, allowing for greater flexibility in […]

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Allow Multiple Opportunities for a contact in workflows

September 23, 2024/in What's New? Automations, Opportunities and Pipelines

What’s New? The “Allow Multiple Opportunities” toggle now enables workflows to handle multiple opportunities for the same contact, with each contact-opportunity pair having its own workflow execution. This provides more precise management of opportunities within workflows. Enabled Toggle: Each opportunity associated with a contact will have a separate execution in the workflow. No Workflow Restarts: […]

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Email Notification Preferences for Client Portal (including communities, courses, certificates)

September 23, 2024/in What's New? Certificates, Client Portal, Communities

We’re excited to introduce the new Email Notification Preference feature in the Client Portal. This update gives client portal owners more control over the email notifications they send from child apps, streamlining communication and reducing inbox clutter. With this release, client portal owners can now easily manage the email notifications they send from various child […]

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Custom code in actions for marketplace

September 23, 2024/in What's New?

Introducing Custom code in actions for marketplace What’s New? Developers can now use custom code in their actions to create custom logic. Custom Code Action Execution The Custom Code feature offers users the flexibility to create custom logic for more complex tasks and integrations. This provides control beyond standard APIs, enabling users to automate complex […]

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Introducing Branches and pause execution for marketplace actions

September 23, 2024/in What's New? Automations

What’s New? Introducing a bunch of new features in marketplace – workflows. Developers can now do branching, pause executions and use custom code in their actions. Branches: The branches feature allows the creation of multiple workflow branches based on predefined conditions. With this functionality, each contact is directed along the appropriate path depending on their […]

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Introducing Branches, pause execution and custom code in actions for marketplace

September 23, 2024/in What's New? Automations

What’s New? Introducing a bunch of new features in the marketplace – workflows. Developers can now do branching, pause executions and use custom code in their actions. Branches: The branches feature allows the creation of multiple workflow branches based on predefined conditions. With this functionality, each contact is directed along the appropriate path depending on […]

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Introducing New Templates | Clixio Changelog

September 21, 2024/in What's New? Automations, Funnels and Websites, Surveys

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 […]

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Improvements to Call Transcripts, Error handling and more

September 19, 2024/in What's New? Automations

Improvements to Call Transcripts, Error handling and more | Clixio Changelog Enhancement: Call Transcripts will now show all information including name and email instead of redacting some information In case there’s a connection error while making the call, you should now hear it on the call and see it on the UI ‘Ring All’ and […]

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Allow custom fields in marketplace actions and triggers

September 19, 2024/in What's New?

**Previously, in Marketplace Actions/Triggers** Previously, in marketplace actions/triggers, users could choose either static data or a custom value for input fields. This forced developers to create duplicate actions—one for static inputs and another for custom values. Example: For date inputs, developers had to create one action using a date picker and another for custom date […]

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New Product Alert: Countdown Timer!!⏰

September 19, 2024/in What's New? Funnels and Websites, Integrations

We’re excited to announce the highly anticipated Countdown Timer feature! After receiving 350 votes to add a countdown timer to emails and over 500 votes requesting an evergreen timer that can be used in funnels, websites, stores and emails. The Countdown Timer feature allows users to: Create Fixed or Recurring Timers: Set a one-time or […]

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Remove all tags in “Remove Contact Tag” action

September 19, 2024/in What's New?

Remove all tags in “Remove Contact Tag” action | Clixio Changelog Users now have the option to remove all the tags from a contact by just switching on a toggle. Select the “Remove Contact Tag” action Enable the “Remove All Tags” toggle Switch on the toggle if you want all the tags to removed. When […]

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2 in 1 Documents: Direct Invoice payments after signing

September 18, 2024/in What's New? Documents & Contracts, Invoicing, Payments

Clixio Log in Roadmap Feedback Feedback Changelog ← Back to changelog Powered by Canny new Documents & Contracts What’s New? Direct invoice payments are now available immediately after document signing by the primary user. Sign documents and make payments in one streamlined process. Reduces the need for separate invoicing, improving efficiency. Feature will support only product lists […]

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Messaging Error Trigger | Clixio Changelog

September 18, 2024/in What's New? Automations

Introduction: To enable our clients to respond effectively to messaging errors, we’ve introduced a new workflow trigger for specific relevant error codes. Availability: This will be available for both Native Phone and Twilio accounts. SMS Error Trigger: The “Messaging Error – SMS” trigger allows you to initiate workflows automatically whenever an SMS has resulted in […]

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UK KYC – Legacy 10 DLC UK Numbers

September 18, 2024/in What's New?

UK Regulations Update Effective 31st October all the UK 10 digit long code numbers will need to have a UK Bundle linked to it. The numbers which would not have the same would not be able to send out messages. Accounts Notification Accounts with Legacy UK numbers will now have the option to create and […]

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Social Planner : Brand new upgrade to New Post Composer 🤩

September 18, 2024/in What's New? Social Planner

As the product is growing to become better with user experience of Social Planner, it allows users to achieve one post with image and video content. Social Planner post composer upgrade brings better preview look and feel. We have tried to bring similar resolution as our competitors like Hootesuite. Social Planner post composer used to […]

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New Product – Estimates! Now LIVE!

September 18, 2024/in What's New? Dashboard, Payments

What’s New? We are thrilled to announce the launch of our new Estimates feature! This addition allows you to create estimates and share them with clients before sending the final invoice. The clients can simply accept/reject this estimate You can directly convert this estimate into an invoice and then send it with ease. How to […]

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Introducing Pause and Cancel Options for Scheduled Email Campaigns

September 17, 2024/in What's New?

We are excited to introduce a new feature that allows users to pause or cancel scheduled email campaigns, including A/B tests. This new capability empowers you to make edits or corrections anytime before your campaign goes live, enhancing control and flexibility. Previously, users couldn’t pause or cancel their scheduled email campaigns directly, leading to frustration […]

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Introducing Pre-Built Segments for Targeted Email Campaigns 📣

September 13, 2024/in What's New?

We’re excited to announce a new feature that will revolutionise how you target your contacts in email marketing campaigns—Pre-Built Segments! Previously, users had no method to automatically segment contacts based on their interaction with email campaigns. This made it challenging to send tailored messages to engaged users or design campaigns to re-engage those at risk […]

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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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