We are excited to introduce a new feature that allows admins to configure which fields are searchable for Contacts, Opportunities, and Custom Objects across the platform. This customisation enables more flexible and tailored search experiences, giving admins full control over what fields are included in search queries. The update also supports regex search for more […]
Introduction of Carousel Ads for Ad Manager We’re excited to introduce Carousel ads for Ad Manager during the creation of any campaign. This was a sought-after feature by most of our current users to enhance the content value of their ad campaigns. New Media Options in Campaign Creation In the Ad Content step of the […]
Dashboard Revamp & Contracts! We’re beyond excited to roll out the Dashboard Revamp and the all-new Contracts feature in the client portal for both Mobile & Web! Now, managing your documents and navigating your dashboard has never been easier or more streamlined. Let’s dive into the exciting updates! :star2: Contract/Document Signing: Send Contracts/Docs: Easily send […]
https://clixio.io/wp-content/uploads/2024/10/f156d557380617b9037b82e4041ba95c.png25321170Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-23 01:15:412024-10-23 01:15:41Client Portal – Dashboard & Contracts for mobile & Web
We’re excited to introduce the Site Cloning functionality, offering a swift and reliable way to duplicate WordPress sites with just one step. 👨🏻💻 What’s New? Users can now easily replicate existing WordPress sites, retaining all content, themes, plugins, and configurations. Navigate to WordPress Dashboard → Create New or Select Blank WordPress. Click the Incomplete Setup […]
As the product is growing to become better with user experience of Social Planner, addition of Facebook Story to expand the socials for posting. 🤩 How to create Facebook Story in Social Planner? Navigate Marketing > Social Planner Connect your Facebook page(s) Click on New Post and use post composer to add the content with […]
Delivering Digital Products on Clixio Store owners on Clixio can seamlessly deliver digital products to their customers. Upon purchase, customers will receive an instant access to their products via secure download links sent directly to their email. Store owners can manage digital files to be delivered post purchase through the Product details page of any […]
https://clixio.io/wp-content/uploads/2024/10/36e10b25446fdaa1a2afd32a3878d08c.png16763456Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-22 21:49:362024-10-22 21:49:36Delivery of Digital Products for E-commerce stores
We are thrilled to introduce our new Website Templates feature, designed to help you launch beautifully crafted WordPress sites in no time, with minimal setup effort.⚡ 🤷♀️ What’s New? Choose Template: Select from a variety of pre-designed templates to kickstart your site with ease and efficiency. Template Preview Option: Before finalising, preview the template to […]
Now, users can easily discover and install marketplace apps directly from the workflow builder. Previously, users needed to visit the marketplace for app installations. New “Discover” Button: Access a comprehensive list of all marketplace apps directly from within workflows. – App Categorisation: Browse apps by categories like Top Installed, Top Free, Top Paid, and Newly […]
This release introduces the ability to associate multiple contacts with one another using custom labels, allowing users to define and manage relationships between contacts (e.g., Parent-Child, Spouse, Business Partner). What’s New? Custom Contact Associations: Users can now associate two or more contacts using custom labels such as “Parent,” “Spouse,” or “Business Partner” and also pair […]
The “Import Contacts and Opportunities” feature allows users to efficiently import both contacts and opportunities from a single CSV file. This new enhancement introduces a seamless process for bulk creation and updating of records, enabling users to streamline data entry and reduce time spent on manual input. The feature includes smart field mapping, contact de-duplication, […]
https://clixio.io/wp-content/uploads/2024/10/233370d98aece1e4d548a5c000f48f12.png7742922Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-22 15:00:002024-10-22 15:00:00Import Contacts and Opportunities using a single CSV file
We’re excited to introduce the Opportunity Card Customisation feature. This update allows users to personalise the fields displayed on their opportunity cards within the pipeline view. You can now choose up to 7 fields, customise counters, and select between two card layout options to better organise and streamline your workflow. Open Opportunities and Access Customisation: […]
Recurring Tasks Recurring tasks allow you to set up tasks that repeat at specified intervals, reducing the need to manually create duplicate tasks. When creating a recurring task, you can configure the following settings: Frequency: Choose how often the task should repeat (e.g., hourly, daily, weekly, monthly or yearly). Create Even if Previous Task is […]
Setting Tax Preferences for Businesses Businesses can now specify whether products are tax inclusive or tax exclusive to ensure the correct tax convention is followed based on their requirements. Enabling Tax Preferences This can be enabled for all products by changing the settings in Global settings, under Payments > Settings > Taxes OR on a […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-16 16:04:572024-10-16 16:04:57Products can have tax inclusive or tax exclusive pricing
We’re excited to announce our latest update to Mobile app – the ability to record and send voice notes using WhatsApp as a channel on Conversations. This update is available on Clixio, Leadconnector, and Whitelabelled apps (update needs to be requested). Record voice note – You can start recording a new voice note by tapping […]
Adding Hyperlinks in Text Boxes on Your Dashboard You can now add hyperlinks/URLs directly within text box elements on your dashboard. Go to your dashboard and click the edit icon. Switch to the Elements tab. Select Text Box . Click on the hyperlink icon, then enter your desired text and URL. Choose whether the link […]
https://clixio.io/wp-content/uploads/2024/10/98516ee71ca861857ac3cc6f02634399.png26081533Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-15 20:42:532024-10-15 20:42:53Account Dashboards: Hyperlinks in Text Box Elements
⚙️ Enhancement Reducing voice call fraud Suspicious users are now blocked from making calls A limit of 2 simultaneous calls can be made to a single phone number from the same sub-account 🐞 Bug Fixes Only supported file types can now be used for Voicemail audio. Previously, invalid audio formats could be uploaded, causing some […]
We are thrilled to announce the extension of the maths calculations feature in forms and surveys! Now, users can assign scores to additional field types, including Radio Select, Checkbox, Single Dropdown, and Multi Dropdown options, expanding the possibilities for advanced scoring and calculations. Custom Field – Score for More Field Types: Users can now set […]
⚙️ Enhancement Quicker connection to leads when calling them Previously, agents had to wait for the lead to answer and hear the call recording message before talking. Now, agents are connected to leads instantly upon answer—no more waiting for the recording message to finish. Agents will hear the call recording message simultaneously with the lead. […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-14 21:33:362024-10-14 21:33:36Quicker call connections and hold music bug fix
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 […]
We are excited to announce the feature that will make the Math Operation Action more powerful In the Phase 1 of the Math Operation Enhancement we added the support for selecting the Custom Values and the values coming in from Triggers. In the second phase we have added the most requested feature for Math Operation. […]
https://clixio.io/wp-content/uploads/2024/10/4af96f71dff67a398058f6add58eceb4.png1488918Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-10 23:25:402024-10-10 23:25:40Update Custom Values in Math Operation
Configuring Searchable Fields for Objects
/in What's New? Opportunities and PipelinesWe are excited to introduce a new feature that allows admins to configure which fields are searchable for Contacts, Opportunities, and Custom Objects across the platform. This customisation enables more flexible and tailored search experiences, giving admins full control over what fields are included in search queries. The update also supports regex search for more […]
Ad Manager – Carousel Ads
/in What's New?Introduction of Carousel Ads for Ad Manager We’re excited to introduce Carousel ads for Ad Manager during the creation of any campaign. This was a sought-after feature by most of our current users to enhance the content value of their ad campaigns. New Media Options in Campaign Creation In the Ad Content step of the […]
Client Portal – Dashboard & Contracts for mobile & Web
/in What's New? Automations, Client Portal, Communities, Dashboard, Documents & ContractsDashboard Revamp & Contracts! We’re beyond excited to roll out the Dashboard Revamp and the all-new Contracts feature in the client portal for both Mobile & Web! Now, managing your documents and navigating your dashboard has never been easier or more streamlined. Let’s dive into the exciting updates! :star2: Contract/Document Signing: Send Contracts/Docs: Easily send […]
🚀 WordPress: Site Cloning Capability ✨
/in What's New? DashboardWe’re excited to introduce the Site Cloning functionality, offering a swift and reliable way to duplicate WordPress sites with just one step. 👨🏻💻 What’s New? Users can now easily replicate existing WordPress sites, retaining all content, themes, plugins, and configurations. Navigate to WordPress Dashboard → Create New or Select Blank WordPress. Click the Incomplete Setup […]
Social Planner supports Facebook Story 😇
/in What's New? Social PlannerAs the product is growing to become better with user experience of Social Planner, addition of Facebook Story to expand the socials for posting. 🤩 How to create Facebook Story in Social Planner? Navigate Marketing > Social Planner Connect your Facebook page(s) Click on New Post and use post composer to add the content with […]
Delivery of Digital Products for E-commerce stores
/in What's New? Documents & Contracts, E-Commerce, PaymentsDelivering Digital Products on Clixio Store owners on Clixio can seamlessly deliver digital products to their customers. Upon purchase, customers will receive an instant access to their products via secure download links sent directly to their email. Store owners can manage digital files to be delivered post purchase through the Product details page of any […]
Website Templates for WordPress🌟 | Clixio Changelog
/in What's New? Dashboard, Funnels and WebsitesWe are thrilled to introduce our new Website Templates feature, designed to help you launch beautifully crafted WordPress sites in no time, with minimal setup effort.⚡ 🤷♀️ What’s New? Choose Template: Select from a variety of pre-designed templates to kickstart your site with ease and efficiency. Template Preview Option: Before finalising, preview the template to […]
Workflows Marketplace – UI Updates
/in What's New? AutomationsNow, users can easily discover and install marketplace apps directly from the workflow builder. Previously, users needed to visit the marketplace for app installations. New “Discover” Button: Access a comprehensive list of all marketplace apps directly from within workflows. – App Categorisation: Browse apps by categories like Top Installed, Top Free, Top Paid, and Newly […]
Contact-to-Contact Association | Clixio Changelog
/in What's New? Automations, ConversationsThis release introduces the ability to associate multiple contacts with one another using custom labels, allowing users to define and manage relationships between contacts (e.g., Parent-Child, Spouse, Business Partner). What’s New? Custom Contact Associations: Users can now associate two or more contacts using custom labels such as “Parent,” “Spouse,” or “Business Partner” and also pair […]
Import Contacts and Opportunities using a single CSV file
/in What's New? Opportunities and PipelinesThe “Import Contacts and Opportunities” feature allows users to efficiently import both contacts and opportunities from a single CSV file. This new enhancement introduces a seamless process for bulk creation and updating of records, enabling users to streamline data entry and reduce time spent on manual input. The feature includes smart field mapping, contact de-duplication, […]
Opportunity Card Customization | Clixio Changelog
/in What's New? Automations, Conversations, Opportunities and PipelinesWe’re excited to introduce the Opportunity Card Customisation feature. This update allows users to personalise the fields displayed on their opportunity cards within the pipeline view. You can now choose up to 7 fields, customise counters, and select between two card layout options to better organise and streamline your workflow. Open Opportunities and Access Customisation: […]
Recurring Tasks | Clixio Changelog
/in What's New?Recurring Tasks Recurring tasks allow you to set up tasks that repeat at specified intervals, reducing the need to manually create duplicate tasks. When creating a recurring task, you can configure the following settings: Frequency: Choose how often the task should repeat (e.g., hourly, daily, weekly, monthly or yearly). Create Even if Previous Task is […]
Products can have tax inclusive or tax exclusive pricing
/in What's New? PaymentsSetting Tax Preferences for Businesses Businesses can now specify whether products are tax inclusive or tax exclusive to ensure the correct tax convention is followed based on their requirements. Enabling Tax Preferences This can be enabled for all products by changing the settings in Global settings, under Payments > Settings > Taxes OR on a […]
WhatsApp Voice Notes – Mobile App v3.82
/in What's New? ConversationsWe’re excited to announce our latest update to Mobile app – the ability to record and send voice notes using WhatsApp as a channel on Conversations. This update is available on Clixio, Leadconnector, and Whitelabelled apps (update needs to be requested). Record voice note – You can start recording a new voice note by tapping […]
Account Dashboards: Hyperlinks in Text Box Elements
/in What's New? DashboardAdding Hyperlinks in Text Boxes on Your Dashboard You can now add hyperlinks/URLs directly within text box elements on your dashboard. Go to your dashboard and click the edit icon. Switch to the Elements tab. Select Text Box . Click on the hyperlink icon, then enter your desired text and URL. Choose whether the link […]
Reducing Voice Call Fraud and bug fixes
/in What's New?⚙️ Enhancement Reducing voice call fraud Suspicious users are now blocked from making calls A limit of 2 simultaneous calls can be made to a single phone number from the same sub-account 🐞 Bug Fixes Only supported file types can now be used for Voicemail audio. Previously, invalid audio formats could be uploaded, causing some […]
Math Calculation v2 in Forms/Surveys 😎😎
/in What's New? Forms, SurveysWe are thrilled to announce the extension of the maths calculations feature in forms and surveys! Now, users can assign scores to additional field types, including Radio Select, Checkbox, Single Dropdown, and Multi Dropdown options, expanding the possibilities for advanced scoring and calculations. Custom Field – Score for More Field Types: Users can now set […]
Quicker call connections and hold music bug fix
/in What's New?⚙️ Enhancement Quicker connection to leads when calling them Previously, agents had to wait for the lead to answer and hear the call recording message before talking. Now, agents are connected to leads instantly upon answer—no more waiting for the recording message to finish. Agents will hear the call recording message simultaneously with the lead. […]
Introducing New Templates | Clixio Changelog
/in What's New? Automations, Funnels and Websites, SurveysWe 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 […]
Update Custom Values in Math Operation
/in What's New?We are excited to announce the feature that will make the Math Operation Action more powerful In the Phase 1 of the Math Operation Enhancement we added the support for selecting the Custom Values and the values coming in from Triggers. In the second phase we have added the most requested feature for Math Operation. […]