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🎨 Unveiling Brand Boards: Streamline Your Brand Guidelines! 🎨

August 28, 2024/in What's New? Blogs, Dashboard, Documents & Contracts, Email Builder, Funnels and Websites

With over 400 votes in ideas dashboard, we’re rolling out Brand Boards, a new product to make sticking to your brand guidelines a breeze. 🎨 Here’s What’s New: 1. Multiple Boards: Create and manage different brand boards for all your needs. 2. Custom Defaults: Change your default brand board whenever you need. 3. Easy Access: […]

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Client Portal – Subscription Management is now Live!!

August 28, 2024/in What's New? Client Portal, Communities

We’re thrilled to introduce Subscription Management feature for client portal where user can view and manage their subscriptions, invoices and transactions at one place What’s New? Control for Subscriptions in ClientPortal :money: Manage all your subscriptions, invoices, and transactions in one convenient location. Whether you’re looking to cancel, review, or filter your subscriptions, everything is […]

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Courses updates | Clixio Changelog

August 27, 2024/in What's New? Client Portal

Guess what? The days of sneaky free access are officially over! No more freeloaders, just pure premium content, right at your fingertips. Pay. Play. Prosper. Your subscription, your rules! Check out these sweet upgrades to our already top-notch payment flow! Here’s the scoop on our latest upgrades – Custom Code added in a client portal […]

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[LABS] New coloring options in Funnel and Website builder

August 27, 2024/in What's New?

Brand-new Colour Palette in Our Funnel and Website Builder Brand-new colour palette in our Funnel and Website Builder! This update streamlines the colour customisation process, allowing you to easily enhance your designs with a more unified and flexible approach. Open the funnel or website builder Accessing the Colour Palette: Either from the right sidebar or […]

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Custom Code now supports External HTTP requests

August 26, 2024/in What's New? Automations

We’ve introduced a new custom code action in workflows that supports HTTP requests within the isolated VM environment. This feature allows users to write, execute, and test their code with integrated HTTP requests directly in the workflow. How to use? Click on “HTTP Request” button above the code editor Select from the following – Get […]

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Introducing New Templates | Clixio Changelog

August 25, 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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Upgraded UI of Social Planner 🚀 😍

August 23, 2024/in What's New? Automations, Calendar, Social Planner

Social Planner UI Update Social Planner UI has been upgraded to bring more consistency and enhance the user experience. 😊 🚀 We are excited to announce that Social Planner has implemented some incredible changes in UI/UX, such as: Bringing list view and calendar view side by side Name a filter and it will be there […]

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Late Fees on Invoices – Now Live!

August 23, 2024/in What's New? Payments

What’s new? You can now attach late fees to your invoice Available in global settings and as well as invoice settings How to use? To configure late fees globally for all invoices, navigate to invoice settings -> payments The configuration done here will act as blueprint for all invoices. However, you can change it at […]

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Shippo Integration: Automatic fulfilments & live shipping rates for E-commerce stores

August 23, 2024/in What's New? E-Commerce, Integrations, Payments

Store owners can now effortlessly sync Ecommerce orders with Shippo, gaining access to the best real-time shipping rates from 40+ carriers. This integration streamlines your shipping process, allowing you to quickly compare live shipping rates, print shipping labels, batch orders, and automatically fulfill their orders. Store owners can also earn by charging markup fees on […]

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Zip file upload support and other enhancements

August 22, 2024/in What's New?

**Users can now upload compressed .zip files in media storage and through public API.** **Size limit – 100 MB** To upload the .zip files, Navigate to the media storage -> Click New upload button -> select Upload file -> choose any of the zip files from your desktop Updated the thumbnail image quality for unsplash […]

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Account Affiliate Manager: Pay-Per-Lead model for Affiliate Campaigns

August 22, 2024/in What's New? Affiliate Manager, Calendar, Forms, Payments, Surveys

We’re excited to announce the launch of the Pay-Per-Lead (PPL) model for affiliate campaigns, a new feature that enables a performance-based commission model where affiliates earn a commission for every lead they refer, not just on completed sales. Pay-Per-Lead (PPL) Model: Affiliates can now earn commissions based on the leads they generate through actions like […]

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Inventory Management page for E-commerce stores

August 22, 2024/in What's New? E-Commerce, Payments

Streamlined Inventory Management for Store Owners Store owners now have a streamlined way to manage their inventory through the new Inventory Management page. This feature allows updates to product quantities and the option to “Continue selling when out of stock.” It also includes enhanced search functionality. Store owners can access the Inventory Management page at: […]

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Activity Tracking of Documents – Now Live!

August 22, 2024/in What's New? Dashboard, Documents & Contracts

What’s new? Send out a document and view its entire history from sent, edited, viewed, to signed – just by clicking on view history on the options menu. Hover on the contact icon and view the last viewed time and the actions that need to be done by the user. ![View History click]( ![View History]( […]

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Invoices: Bug fixes

August 21, 2024/in What's New? Payments

We Squashed Some Bugs! Bug: When payment schedules and partial payments are involved with the combination of tips, sometimes the payment fails due to a calculation issue. Solution: Fixed! Now, regardless of the combination, payments should flow smoothly! Bug: When adding a product on the fly to an invoice, it picked up the product name […]

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Add cards on file for contacts

August 21, 2024/in What's New? Payments

Add cards on file for contacts | Clixio Changelog Business users can now add and save credit or debit cards on file directly from a contact’s detail page under Payments This feature allows you to securely store a customer’s card information, enabling you to easily charge the card later when needed. It’s particularly useful for […]

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Conversations: Save Draft Messages 💬

August 21, 2024/in What's New? Conversations

Exciting News! We’ve rolled out the capability to automatically retain unsent messages in Conversations, allowing you to resume your work seamlessly. 🎉 Unsent messages in Conversations are now automatically retained. If you begin typing a message and leave the screen before sending, your draft will be preserved and ready when you return. ☑️ This means […]

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Blog – Canonical Support for Category and Author 😇

August 20, 2024/in What's New? Blogs

Canonical Links Feature: Users can now streamline their SEO efforts by adding canonical links to specific category and author. This feature is designed to boost search engine rankings and prevent duplicate content issues by specifying the preferred version of a page. SEO Optimisation: Canonical links contribute to improved SEO by consolidating link equity and directing […]

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Account Affiliate Manager: Auto-Track Affiliates via Attribution in “Add Manual Sales For An Affiliate” workflow action

August 20, 2024/in What's New? Affiliate Manager, Automations

We’re excited to introduce significant improvements to the “Add Manual Sales For An Affiliate” action within workflows! With this update, you can now seamlessly track and assign manual sales to affiliates using attribution tracking. Auto-Track Affiliates via Attribution: Automatically link manual sales to the correct affiliate by tracking their unique affiliate ID in the URL. […]

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Daily Summary Reminders | Clixio Changelog

August 19, 2024/in What's New?

With the Task Reminder Notifications feature, you can set up reminders to be sent via push notifications, SMS, and email at your preferred times. Note: This feature is currently available in Subaccounts > Labs > Daily Task Reminders – Navigate to Task Settings: Go to Subaccounts > Settings > My Profile > Notifications – Set […]

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Bulk Edit Opportunities | Clixio Changelog

August 19, 2024/in What's New? Automations, Opportunities and Pipelines

We are excited to introduce the new Bulk Edit Opportunities feature, designed to streamline your workflow by allowing you to update multiple opportunities simultaneously. This feature is currently live on Subaccounts > Labs > Bulk Edit Opportunities Bulk Selection: Users can now select multiple opportunities at once, either individually or by selecting all. Multi-Field Updates: […]

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RSS Latest Feature Updates

  • HouseCall Pro – Workflow action & triggers June 5, 2026
  • QR Code Sharing in Funnel Builder June 5, 2026
  • Product Custom Values for Dynamic Product Details Page Content June 5, 2026
  • Invoices – Accounting sync | Clixio Changelog June 5, 2026
  • Ad Manager: Draft support for Meta lead forms June 5, 2026
  • Analytics & Discovery Sub Agent in AI Builder in Workflows June 4, 2026
  • Pricing Update: SMS Costs for Select International Destinations Effective June 12, 2026 June 4, 2026
  • Alt Text Support for Images in Social Planner June 4, 2026
  • Conversations AI: Enhanced Audio Understanding June 3, 2026
  • Audit Logs for Preference Management 🚀 June 3, 2026
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