We are excited to introduce a powerful new feature: Support for Snippets under the WhatsApp action in Workflows. With this update, you can now create and use predefined message templates, called snippets, in your WhatsApp Workflow automations. This allows you to streamline responses, enhance efficiency, and maintain consistent communication with your customers. No Meta Approval […]
https://clixio.io/wp-content/uploads/2024/09/b969727f505e9cb70c843151d346e4bf.png19503456Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-27 22:26:082024-09-27 22:26:08WhatsApp: Support for Snippets under Workflow Action
Users wanting to create one-on-one bookings were often hesitant to use the Round Robin option, as it seemed suited for multiple users. As a result, many resorted to using the Event Calendar, unaware that it is meant for physical events and does not support Zoom or Google Meet. To overcome this confusion, reduce support tickets, […]
WhatsApp: Coexistence Feature – Closed Beta 🤗💃 We’re excited to introduce the WhatsApp Coexistence feature, now available in Closed Beta! This game-changing feature allows businesses to seamlessly use their existing WhatsApp Business App account alongside our CRM. After you submit the form, we’ll contact you to provide access to the Beta feature for eligible sub-accounts […]
https://clixio.io/wp-content/uploads/2024/09/a31d8a46713002076589e351d67cf488.png22943432Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-26 22:04:442024-09-26 22:04:44CSV Export Upgrade for Transactions, Subscriptions and Orders
Exciting Update! We’ve introduced the ability to filter Conversations by followers. 🎉 You can now filter conversations based on who is following them. ✅ Easily view chats followed by you or any other specific user. 👁️ Users with “assigned only data” access, can quickly view the chats they follow by selecting the filter “Followed by […]
https://clixio.io/wp-content/uploads/2024/09/aed584bbfe490fc7f0eee2f75c38e6b6.png19823024Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-26 21:38:112024-09-26 21:38:11View and Filter Conversations by Followers 💬
Adding Subscriptions from Payments Adding Subscriptions from Contact Details While adding subscriptions using either option, they can also be scheduled for a future date by selecting a specific Billing Date to start the subscription and associated payment collections The feature allows users to add a new subscription by choosing the customer and product, and completing […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-26 20:47:112024-09-26 20:47:11Create or schedule Subscriptions and send Invoice within contact details page
We’ve updated the Campaign Statistics to better align with Bulk Action metrics, improving accuracy and reliability while reducing discrepancies. For all new campaigns and those send now or scheduled campaigns executed after 1st July, the following metrics are visible in the campaign summary page: Total: Total contacts selected. Processed: Total contacts processed. Delivered: Emails successfully […]
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” […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-24 20:21:362024-09-24 20:21:36Select Whatsapp Number in Customer Replied Trigger
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, […]
https://clixio.io/wp-content/uploads/2024/09/03f0cc93cef229171369b409f8b902e7.png17982984Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-24 03:48:192024-09-24 03:48:19Courses – Migrate your offers to Version 2 to use coupons + other bug fixes
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 […]
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: […]
https://clixio.io/wp-content/uploads/2024/09/9bcdcdfc5dd06aa0665507827f4555e9.png9722646Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-23 21:50:002024-09-23 21:50:00Allow Multiple Opportunities for a contact in workflows
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 […]
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 […]
https://clixio.io/wp-content/uploads/2024/09/c3ace0ac433b9efbaea4c8f80644010b.png17121828Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-23 20:35:182024-09-23 20:35:18Custom code in actions for marketplace
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 […]
https://clixio.io/wp-content/uploads/2024/09/2660ac7e580c0ca0bb7a5063b6e88edb.png844914Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-23 19:26:002024-09-23 19:26:00Introducing Branches and pause execution for marketplace actions
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 […]
https://clixio.io/wp-content/uploads/2024/09/2660ac7e580c0ca0bb7a5063b6e88edb.png844914Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-23 19:26:002024-09-23 19:26:00Introducing Branches, pause execution and custom code in actions for marketplace
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 […]
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 […]
https://clixio.io/wp-content/uploads/2024/09/9a3501c149c615b4caa649a917b7b60a.png9603304Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-19 23:25:422024-09-19 23:25:42Improvements to Call Transcripts, Error handling and more
**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 […]
https://clixio.io/wp-content/uploads/2024/09/ada5d8b5758a98efce60a4fb18fc54b0.png780620Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-19 22:30:002024-09-19 22:30:00Allow custom fields in marketplace actions and triggers
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 […]
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 […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-09-19 17:00:122024-09-19 17:00:12Remove all tags in “Remove Contact Tag” action
WhatsApp: Support for Snippets under Workflow Action
/in What's New? Automations, ConversationsWe are excited to introduce a powerful new feature: Support for Snippets under the WhatsApp action in Workflows. With this update, you can now create and use predefined message templates, called snippets, in your WhatsApp Workflow automations. This allows you to streamline responses, enhance efficiency, and maintain consistent communication with your customers. No Meta Approval […]
Personal Calendar for Seamless 1:1 Bookings!
/in What's New? CalendarUsers wanting to create one-on-one bookings were often hesitant to use the Round Robin option, as it seemed suited for multiple users. As a result, many resorted to using the Event Calendar, unaware that it is meant for physical events and does not support Zoom or Google Meet. To overcome this confusion, reduce support tickets, […]
Beta Launch of WhatsApp Coexistence
/in What's New?WhatsApp: Coexistence Feature – Closed Beta 🤗💃 We’re excited to introduce the WhatsApp Coexistence feature, now available in Closed Beta! This game-changing feature allows businesses to seamlessly use their existing WhatsApp Business App account alongside our CRM. After you submit the form, we’ll contact you to provide access to the Beta feature for eligible sub-accounts […]
CSV Export Upgrade for Transactions, Subscriptions and Orders
/in What's New? PaymentsAdditions to Transactions CSV Payment Method, Currency, Sub-total, Discount, Total Tax Amount, Late Fees, Tip Amount, Coupon Code, Refund Status, Refund Amount, Refund Date, Tax Name, Tax Amount Additions to Subscriptions CSV Subscription Start, Subscription End, Number of Trial Days, Trial Start, Trial End, Cancelled At, Payment Method, Currency, Sub total, Discount, Total Tax Amount, […]
View and Filter Conversations by Followers 💬
/in What's New? ConversationsExciting Update! We’ve introduced the ability to filter Conversations by followers. 🎉 You can now filter conversations based on who is following them. ✅ Easily view chats followed by you or any other specific user. 👁️ Users with “assigned only data” access, can quickly view the chats they follow by selecting the filter “Followed by […]
Create or schedule Subscriptions and send Invoice within contact details page
/in What's New? PaymentsAdding Subscriptions from Payments Adding Subscriptions from Contact Details While adding subscriptions using either option, they can also be scheduled for a future date by selecting a specific Billing Date to start the subscription and associated payment collections The feature allows users to add a new subscription by choosing the customer and product, and completing […]
Updates to email campaign statistics
/in What's New?We’ve updated the Campaign Statistics to better align with Bulk Action metrics, improving accuracy and reliability while reducing discrepancies. For all new campaigns and those send now or scheduled campaigns executed after 1st July, the following metrics are visible in the campaign summary page: Total: Total contacts selected. Processed: Total contacts processed. Delivered: Emails successfully […]
Select Whatsapp Number in Customer Replied Trigger
/in What's New? AutomationsSelect 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” […]
Courses – Migrate your offers to Version 2 to use coupons + other bug fixes
/in What's New? PaymentsOffers 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, […]
Uploading audio inside course lessons
/in What's New? IntegrationsWe’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 […]
Allow Multiple Opportunities for a contact in workflows
/in What's New? Automations, Opportunities and PipelinesWhat’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: […]
Email Notification Preferences for Client Portal (including communities, courses, certificates)
/in What's New? Certificates, Client Portal, CommunitiesWe’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 […]
Custom code in actions for marketplace
/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 […]
Introducing Branches and pause execution for marketplace actions
/in What's New? AutomationsWhat’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 […]
Introducing Branches, pause execution and custom code in actions for marketplace
/in What's New? AutomationsWhat’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 […]
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 […]
Improvements to Call Transcripts, Error handling and more
/in What's New? AutomationsImprovements 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 […]
Allow custom fields in marketplace actions and triggers
/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 […]
New Product Alert: Countdown Timer!!⏰
/in What's New? Funnels and Websites, IntegrationsWe’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 […]
Remove all tags in “Remove Contact Tag” action
/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 […]