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 […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-22 18:54:002025-05-22 18:54:00Invoices: Link opportunities and view them in the Payments tab
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 […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-22 18:46:002025-05-22 18:46:00Estimates: Link opportunities and view it in Payments tab there
🔐 **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 […]
You can now generate a complete Brand Voice by entering a website URL or pasting brand text — no manual setup is required. Faster Setup: No need to create your Brand Voice from scratch. Flexibility: The generated voice is fully editable to match your tone. Ease of Use: Simply provide a link or a block […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-22 05:11:002025-05-22 05:11:00Create Your Brand Voice in Seconds from Text or URL 🚀
Users were losing unsaved edits due to accidental clicks, network issues, page refreshes, or Mac left-swipe gestures. To Enable Autosave: Go to Beta Labs and enable autosave for the email builder. Navigate to Email Marketing. Create a template or campaign. Start editing – there is no need to save manually; it will save automatically. Hover […]
You can now selectively import QuickBooks invoices by date range—making your migration to Invoicing easier, faster, and more precise. Flexible Date Selection: You can now pick a start and end date when importing invoices from QuickBooks into GoClixio. Selective Migration: Only invoices created within your chosen date range will be fetched and brought into your […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-21 22:11:002025-05-21 22:11:00Invoices: Added Date-Range Support to Quickbooks import
You can now download affiliate sales data directly from the Affiliate Manager Dashboard in CSV format. Get a clear, exportable view of your affiliate activity and performance, all in one file. The CSV includes the following fields: Campaign Name, Affiliate ID, Affiliate Name, Affiliate Email, Customer Email, Customer Name, Transaction Date, Revenue, Commission, Currency, and […]
We’re excited to introduce Product Wishlisting for Ecommerce Stores — now fully integrated with the Customer Access Center (CAC). This feature allows logged-in customers to save products they love, enhancing their shopping experience and encouraging repeat purchases. Builder Functionality Store owners can enable the Wishlist feature on the Product List Page , Product Details Page […]
Enhanced Domain Setup Nudges Domains connected to a funnel, website, store, webinar, or blog that lack a default page or a 404/error page will now show an “Action Required” nudge, encouraging users to complete the configuration. When a domain is associated with any core asset (funnel, website, store, webinar, or blog) but is missing either […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-21 19:09:002025-05-21 19:09:00Nudge to Connect Default Page/404 Page to Domains
We’ve rolled out a performance-focused enhancement that applies lazy loading to all image elements, regardless of whether Image Optimisation is enabled. This update is now live across Funnels, Websites, E-commerce Pages, and Webinar Previews. Previously, lazy loading (loading=”lazy”) was only applied to image tags with Image Optimisation enabled. As a result, if a user opted […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-21 18:36:002025-05-21 18:36:00Lazy Load for All Image-Based Elements (Optimized & Non-Optimized)
Sending SMS via workflows has become smarter, faster, and easier—thanks to AI! We are excited to introduce SMS AI, which allows users to generate SMS messages with just a simple description. **Key Features of SMS AI:** **AI-Powered Assistant:** SMS AI is an integrated assistant that helps you swiftly create professional, high-converting, and context-aware SMS messages […]
Streamline and Automate Lead Assignment Effortlessly assign leads to affiliates with our powerful new workflow action — Add Leads Under an Affiliate. Whether you prefer manual assignment, attribution via tracking links, or using custom fields, we’ve got you covered. Three Flexible Methods for Lead Assignment: Manual: Assign a lead to a specific affiliate within a […]
GoKollab now automatically assigns a category tag to every course and community using AI. This enhancement improves discoverability and reduces manual setup. ✅ AI-powered category assignment for all products ✅ Categories now visible on product thumbnail previews ✅ No manual input required — categories are determined by your title, description, and about section Improved visibility […]
Domain purchasing is now directly accessible from your Funnel, Website, Store, or Webinar settings and builder. Users can initiate domain purchases right from their building area, making it quicker and more intuitive to launch live experiences. When a user navigates to the Settings section of a Funnel, Website, Store, or Webinar, they will find the […]
https://clixio.io/wp-content/uploads/2025/05/fa9aab7fd3c04a197ae33d811987a4ba-scaled.png14672560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-20 20:51:002025-05-20 20:51:00Purchase domains directly from Funnel, Website, Store and Webinar!
Automate Communications and keep affiliates engaged the moment they generate a lead. The new “Lead Created” trigger allows workflows to be launched whenever a new lead is referred through the Affiliate Manager. Lead Created: A brand-new workflow trigger. Use this to build automations triggered by leads generated by affiliates. Optional Campaign Filter: Apply this trigger […]
https://clixio.io/wp-content/uploads/2025/05/2f4c2b0c8357f47d83eab6f961f3e555-scaled.png14192560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-20 20:50:002025-05-20 20:50:00Account Affiliate Manager: Lead Created
🆕 What’s New? We’ve introduced the Transfer Bot Action—a powerful new feature that allows conversations to be seamlessly transferred from one AI bot to another based on specific user intents or trigger conditions. This enhancement helps to reduce complex workflows, improves user experience, and enables modular bot setups for businesses offering multiple services. ⚙️ How […]
https://clixio.io/wp-content/uploads/2025/05/a5c7fecd740f57a3cf6421f6f07b7720.png12781468Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-20 17:25:002025-05-20 17:25:00Conversation AI – Transfer Bot Action
We have expanded user-level permission capabilities! Admins can now control the visibility and access to Forms, Surveys, Quizzes, and QR Codes based on user roles. This enhancement offers greater flexibility and precision in how teams manage access across various Clixio tools. Role-Based Visibility: Only display what is important—select which roles can view or manage Forms, […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-20 02:42:002025-05-20 02:42:00User-Level Permissions Now Include Forms, Surveys, Quizzes & QR Codes!
Clixio Now Supports Multiple Ad Groups in Google Ads Campaigns This highly requested enhancement enables advertisers to structure their campaigns with greater flexibility. Users can now create up to 10 ad groups per campaign and up to 3 ads per ad group. This capability empowers better targeting, experimentation, and performance tracking.
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-20 01:25:002025-05-20 01:25:00Google Ads – Multiple Ad Groups and ads
We’ve completely redesigned our WhatsApp action. WhatsApp V2 replaces the legacy step with a smarter engine that allows you to create rich, branch-aware chatbots in just minutes. Smart Branching – Workflow branches are automatically created from button replies, eliminating the need for manual IF logic. Media Versatility – Swap or update URLs for images, PDFs, […]
Toll Free Numbers Verification – You no longer need an EIN or any form of business registration number to verify your Toll Free Numbers for sending SMS. Within the subaccount settings, navigate to Phone Numbers > Manage Numbers. Here, you will notice a “Verification Required” icon. Clicking on it will guide you through the verification […]
https://clixio.io/wp-content/uploads/2025/05/ff04cc946811f54514e4e5290ca7d427.png15821376Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-05-19 22:37:002025-05-19 22:37:00Toll Free Number Verification – EIN Requirement Removed
Invoices: Link opportunities and view them in the Payments tab
/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 […]
Estimates: Link opportunities and view it in Payments tab there
/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 […]
Communities > New! Private Channel-Based Course Access (Learning tab)
/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 […]
Create Your Brand Voice in Seconds from Text or URL 🚀
/in What's New?You can now generate a complete Brand Voice by entering a website URL or pasting brand text — no manual setup is required. Faster Setup: No need to create your Brand Voice from scratch. Flexibility: The generated voice is fully editable to match your tone. Ease of Use: Simply provide a link or a block […]
Autosave in Email Builder – Beta Release 📣
/in What's New? Email BuilderUsers were losing unsaved edits due to accidental clicks, network issues, page refreshes, or Mac left-swipe gestures. To Enable Autosave: Go to Beta Labs and enable autosave for the email builder. Navigate to Email Marketing. Create a template or campaign. Start editing – there is no need to save manually; it will save automatically. Hover […]
Invoices: Added Date-Range Support to Quickbooks import
/in What's New?You can now selectively import QuickBooks invoices by date range—making your migration to Invoicing easier, faster, and more precise. Flexible Date Selection: You can now pick a start and end date when importing invoices from QuickBooks into GoClixio. Selective Migration: Only invoices created within your chosen date range will be fetched and brought into your […]
Account Affiliate Manager: Export Affiliate Sales Data from Dashboard
/in What's New? Affiliate Manager, DashboardYou can now download affiliate sales data directly from the Affiliate Manager Dashboard in CSV format. Get a clear, exportable view of your affiliate activity and performance, all in one file. The CSV includes the following fields: Campaign Name, Affiliate ID, Affiliate Name, Affiliate Email, Customer Email, Customer Name, Transaction Date, Revenue, Commission, Currency, and […]
Wishlisting Products in Ecommerce Stores
/in What's New?We’re excited to introduce Product Wishlisting for Ecommerce Stores — now fully integrated with the Customer Access Center (CAC). This feature allows logged-in customers to save products they love, enhancing their shopping experience and encouraging repeat purchases. Builder Functionality Store owners can enable the Wishlist feature on the Product List Page , Product Details Page […]
Nudge to Connect Default Page/404 Page to Domains
/in What's New?Enhanced Domain Setup Nudges Domains connected to a funnel, website, store, webinar, or blog that lack a default page or a 404/error page will now show an “Action Required” nudge, encouraging users to complete the configuration. When a domain is associated with any core asset (funnel, website, store, webinar, or blog) but is missing either […]
Lazy Load for All Image-Based Elements (Optimized & Non-Optimized)
/in What's New? Blogs, E-Commerce, Funnels and WebsitesWe’ve rolled out a performance-focused enhancement that applies lazy loading to all image elements, regardless of whether Image Optimisation is enabled. This update is now live across Funnels, Websites, E-commerce Pages, and Webinar Previews. Previously, lazy loading (loading=”lazy”) was only applied to image tags with Image Optimisation enabled. As a result, if a user opted […]
Workflow Action Update – SMS AI
/in What's New? AutomationsSending SMS via workflows has become smarter, faster, and easier—thanks to AI! We are excited to introduce SMS AI, which allows users to generate SMS messages with just a simple description. **Key Features of SMS AI:** **AI-Powered Assistant:** SMS AI is an integrated assistant that helps you swiftly create professional, high-converting, and context-aware SMS messages […]
Account Affiliate Manager: New Workflow Action
/in What's New? Affiliate Manager, AutomationsStreamline and Automate Lead Assignment Effortlessly assign leads to affiliates with our powerful new workflow action — Add Leads Under an Affiliate. Whether you prefer manual assignment, attribution via tracking links, or using custom fields, we’ve got you covered. Three Flexible Methods for Lead Assignment: Manual: Assign a lead to a specific affiliate within a […]
Smart Categories for Courses & Communities
/in What's New?GoKollab now automatically assigns a category tag to every course and community using AI. This enhancement improves discoverability and reduces manual setup. ✅ AI-powered category assignment for all products ✅ Categories now visible on product thumbnail previews ✅ No manual input required — categories are determined by your title, description, and about section Improved visibility […]
Purchase domains directly from Funnel, Website, Store and Webinar!
/in What's New? Domain ConnectDomain purchasing is now directly accessible from your Funnel, Website, Store, or Webinar settings and builder. Users can initiate domain purchases right from their building area, making it quicker and more intuitive to launch live experiences. When a user navigates to the Settings section of a Funnel, Website, Store, or Webinar, they will find the […]
Account Affiliate Manager: Lead Created
/in What's New? Affiliate Manager, AutomationsAutomate Communications and keep affiliates engaged the moment they generate a lead. The new “Lead Created” trigger allows workflows to be launched whenever a new lead is referred through the Affiliate Manager. Lead Created: A brand-new workflow trigger. Use this to build automations triggered by leads generated by affiliates. Optional Campaign Filter: Apply this trigger […]
Conversation AI – Transfer Bot Action
/in What's New? Automations, Conversation AI, Conversations🆕 What’s New? We’ve introduced the Transfer Bot Action—a powerful new feature that allows conversations to be seamlessly transferred from one AI bot to another based on specific user intents or trigger conditions. This enhancement helps to reduce complex workflows, improves user experience, and enables modular bot setups for businesses offering multiple services. ⚙️ How […]
User-Level Permissions Now Include Forms, Surveys, Quizzes & QR Codes!
/in What's New?We have expanded user-level permission capabilities! Admins can now control the visibility and access to Forms, Surveys, Quizzes, and QR Codes based on user roles. This enhancement offers greater flexibility and precision in how teams manage access across various Clixio tools. Role-Based Visibility: Only display what is important—select which roles can view or manage Forms, […]
Google Ads – Multiple Ad Groups and ads
/in What's New?Clixio Now Supports Multiple Ad Groups in Google Ads Campaigns This highly requested enhancement enables advertisers to structure their campaigns with greater flexibility. Users can now create up to 10 ad groups per campaign and up to 3 ads per ad group. This capability empowers better targeting, experimentation, and performance tracking.
Revamped WhatsApp Action | Clixio Changelog
/in What's New? Automations, Conversations, Documents & ContractsWe’ve completely redesigned our WhatsApp action. WhatsApp V2 replaces the legacy step with a smarter engine that allows you to create rich, branch-aware chatbots in just minutes. Smart Branching – Workflow branches are automatically created from button replies, eliminating the need for manual IF logic. Media Versatility – Swap or update URLs for images, PDFs, […]
Toll Free Number Verification – EIN Requirement Removed
/in What's New?Toll Free Numbers Verification – You no longer need an EIN or any form of business registration number to verify your Toll Free Numbers for sending SMS. Within the subaccount settings, navigate to Phone Numbers > Manage Numbers. Here, you will notice a “Verification Required” icon. Clicking on it will guide you through the verification […]