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Drip Dates & Library Sorting

March 7, 2025/in What's New?

📅 Drip Dates Support in Courses We’ve enhanced the drip scheduling feature to offer more flexibility in structuring learning materials! Previously, content was released based on the number of days after enrolment. Now, you can set specific release dates for your course content. ✨ What’s New? 📌 Fixed Drip Dates: Set exact release dates for […]

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Traffic by Device Type in Sites Analytics!

March 7, 2025/in What's New? Dashboard, Funnels and Websites

We’re introducing Traffic by Device Type, a new feature in the Sites Analytics dashboard that provides a clear breakdown of your visitors based on device category—mobile, desktop, or tablet. This update adds an interactive pie chart in the Page Views section for both Funnels and Websites, helping you better understand and optimise for your audience’s […]

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Account Custom Reports : Improved Date Property Selection

March 7, 2025/in What's New?

Improved Date Range Selection for Report Emails Previously, when scheduling a report email, you were required to select a global date range, which applied to all widgets— even if some widgets had their own custom date settings. Now, you have more control over how date properties are handled in your reports! 🎯 If enabled , […]

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Resend Campaigns Just Got Smarter!

March 7, 2025/in What's New?

Managing Resends Made Easier Pre-configure Resends – Set up unopened email resends right from the send or schedule screen. Better Visibility – Resend campaigns now appear as “Waiting” in the campaign list. More Control – Adjust the resend duration or cancel before it sends. Boost Engagement – Reach more people by automatically resending unopened emails. […]

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Read-only/Announcement Channel and Notification Enhancements for communities

March 7, 2025/in What's New? Communities

We are excited to introduce the Announcement Channel feature in communities! This feature allows community admins and owners to create a dedicated channel for sharing critical updates, ensuring important information is communicated effectively without being lost in general discussions. **Dedicated Announcement Channel** **Role-Based Access Control** Only community admins and owners can post in the Announcement […]

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Ad Manager: Meta Engagement or Click to Direct Ads

March 6, 2025/in What's New? Conversations, Forms, Integrations

Ad Manager: Meta Engagement or Click to Direct Ads | Clixio Changelog We’re thrilled to introduce a brand-new and key objective: Engagement, alongside the pre-existing Lead Generation and Website Traffic objectives. This exciting addition empowers businesses to drive meaningful conversations with potential customers through Facebook Messenger, Instagram Direct and WhatsApp. The ‘Conversion location’ and ‘Performance […]

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Export Issued Certificates data as CSV

March 6, 2025/in What's New? Certificates

We have introduced the ability to export issued certificates data as a CSV file. Users can specify a date range before exporting to retrieve only the data they need. If the number of certificates is fewer than 500, the CSV file will be available for immediate download. If the export includes more than 500 certificates, […]

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Prospecting Tool – Share Marketing Audit Reports via Email & SMS within Accounts 🔍

March 6, 2025/in What's New? Conversations, Dashboard

We’re thrilled to introduce the new Communication feature. Users can now send audit reports to prospects via Email and SMS, directly from the Prospecting Tool. 🔥 What’s New? Seamlessly share reports through Email or SMS directly from the Prospecting Tool. Option to select an existing contact or create a new one before sending. Choose from […]

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Permissions Update : User Management

March 6, 2025/in What's New?

Introducing a New User Management Permission We’ve introduced a dedicated permission for User Management, replacing the existing Team Management settings under Account Settings. This update also includes control over user creation permissions, ensuring better flexibility. View and Manage Users → Allows users to create, edit, and delete users. View Users → Grants view-only access to […]

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Snapshot for Conversation AI | Clixio Changelog

March 5, 2025/in What's New? Conversation AI

Introduction We’ve introduced Snapshot for Clixio Conversation AI, allowing users to seamlessly replicate their Conversation AI configurations across subaccounts. This enhancement builds on our existing snapshot functionality, making it easier than ever to scale and manage Conversation AI setups efficiently. Enhanced Snapshot Feature for Conversation AI Bots Additionally, we’ve enhanced the snapshot feature for Conversation […]

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Cookie Consent Banner v2 with Customization Support in Funnels & Websites

March 5, 2025/in What's New? Funnels and Websites, Integrations

The Cookie Consent Banner helps manage user consent for cookies, ensuring compliance with privacy regulations. Customisable options for banner appearance and user consent. Predefined cookie categories for easier management. Advanced settings for consent expiration and layout customisation. 🛠️ How to Get Started? Open your funnel or website in the Funnels & Websites Builder. Go to […]

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Dialer Improvements and Bug fixes

March 5, 2025/in What's New?

Dialler Improvements and Bug fixes Dialler Improvements and Bug fixes | Clixio Changelog 4th March 2025 ✨ Enhancements: Dialler > Calling From now supports search by Friendly name of the phone number. Earlier, search only worked using the phone number itself 🐞 Bug fixes: The new dialler could not call secondary phone numbers of a […]

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Invoices & Estimates: Opportunity custom value support in Terms & Notes

March 4, 2025/in What's New? Automations, Opportunities and Pipelines, Payments

– Opportunity Custom Values in Invoices & Estimates: You can now pull Opportunity Custom Values directly into your invoice and estimate templates “Terms & Notes” section – Auto-Populated Fields: When you send an invoice or estimate—whether from a workflow or from the Opportunity screen—fields automatically update with the latest opportunity data. 1. Using Opportunity Fields […]

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Custom Value Support for Media & Layouts 📣

March 4, 2025/in What's New?

Added custom value support in the URL tab for: Video, Image, Logo, and Image Slider elements Background images in layouts Easy customisation – Use dynamic values for seamless media updates Uniformity – Maintain consistency across elements effortlessly Navigate to the supported elements. Click on the add custom value icon. Choose the value and add it. […]

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Important Update: WhatsApp Marketing Templates Pause in the U.S. Starting April 1, 2025

March 4, 2025/in What's New? Conversations

Starting April 1, 2025, Meta will pause the ability to send WhatsApp marketing template messages to UK phone numbers. Businesses can still send utility and authentication templates and respond within the 24-hour customer service window. This update does not affect marketing messages sent to other countries. What’s Changing & How to Prepare Meta is temporarily […]

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Expanded Opportunity Values | Clixio Changelog

March 4, 2025/in What's New? Integrations, Opportunities and Pipelines, Reporting

Expanded Opportunity Values: Days Since Last Stage Change Date: Quickly assess how long an opportunity has been in its current stage. Days Since Last Status Change Date: Monitor the freshness of opportunity status for timely follow-ups. Days Since Last Updated: Track recent interactions or updates. Next Task Due Date: Visualise upcoming tasks to manage deadlines […]

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Enhanced WhatsApp Outbound Messaging – Flexible From Number Selection

March 4, 2025/in What's New? Automations, Conversations

Enhanced WhatsApp Outbound Messaging Workflow Action We’ve enhanced the WhatsApp outbound messaging workflow action by adding a From Number selection dropdown, giving businesses more control over which WhatsApp number is used for outbound communication. Previously, messages could only be sent from the default WhatsApp phone number assigned to a location. With this update, users can […]

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Prebuilt Mega Menu templates in Funnels & Website!

March 3, 2025/in What's New? Funnels and Websites

Prebuilt Mega Menu Headers – Add structured, professional mega menus to funnels and websites without building from scratch. Go to Sites and open the funnel or website where you want to add the mega menu. Click on “Add Elements” in the top-right corner. Select “Prebuilt Sections” and choose a design. Customise it as needed and […]

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Address Autocomplete & Mandatory Search Bar Update – Forms and Surveys!

March 3, 2025/in What's New? Forms

Auto-Complete Address Behaviour Now, when Auto-Complete Address is enabled, the selected address will be automatically populated into all relevant fields, including Street, City, Zip Code, State, and Country. When enabled, users must select a valid address from the autocomplete suggestions before proceeding. When disabled, users can manually enter an address without selecting from the autocomplete […]

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Enhanced WhatsApp Customer Service Window Check

March 3, 2025/in What's New? Automations

Enhanced WhatsApp Customer Service Window Check Feature We have enhanced the WhatsApp Customer Service Window Check feature, providing businesses with greater control and flexibility when managing customer interactions. Previously, workflows could only verify the service window status using the default WhatsApp number assigned to a location. With this update, users can now select from multiple […]

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RSS feed: Latest Feature Updates Latest Feature Updates

  • 📝 Attach Forms When You Create Service/Rental Bookings In-App October 22, 2026
  • Filter HubSpot Records Before You Import October 22, 2026
  • Introducing Recommendations & Error Detection in Forms, Surveys & Quizzes October 21, 2026
  • Introducing the Quiz Element in Funnels & Websites! October 21, 2026
  • Action needed: move your WhatsApp marketing to MM Lite before October 2027 October 19, 2026
  • Get the right ad platform on your number pool calls October 16, 2026
  • Send number pool calls to multiple users who can answer it on any device they choose October 16, 2026
  • Localized Gift Card Communications | Clixio Changelog October 15, 2026
  • A rebuilt WhatsApp template builder, plus per-contact media October 15, 2026
  • Checkout upgrades for AI Studio Payments October 15, 2026
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