Weβre thrilled to introduce a powerful new feature that gives you complete control over your report layouts β Select and Reorder Report Sections! π οΈ Tailored Report Sections: Now you can choose which sections to include in your reports, ensuring that only the most relevant information is presented to your audience. π Easy Reordering: With our [β¦]
**Introducing Review Balancing: A Game-Changing Update!** Now you can ensure your reviews are distributed across multiple platforms , giving your online reputation the boost it deserves. π How to enable Review Balancing for your Account? Go to βReputationβ Tab Navigate to βSettingsβ -> βReview Linksβ Configure Review Balancing to send review requests to customers using [β¦]
Weβre thrilled to announce a game-changing update for all service-area and virtual businesses: You can now use Google Maps URLs to generate accurate prospecting reports and analyse Virtual Businesses like never before! Even if your business doesnβt have a physical location, you can still have a strong presence on Google Maps. With this latest update, [β¦]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-10-23 03:30:002024-10-23 03:30:00π New Feature: Support for Virtual Business Listings in the Prospecting Tool! π
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 [β¦]
Introduction of Carousel Ads for Ad Manager Weβre 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 [β¦]
Dashboard Revamp & Contracts! Weβre 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. Letβs dive into the exciting updates! :star2: Contract/Document Signing: Send Contracts/Docs: Easily send [β¦]
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 β Dashboard & Contracts for mobile & Web
Weβre excited to introduce the Site Cloning functionality, offering a swift and reliable way to duplicate WordPress sites with just one step. π¨π»βπ» Whatβs New? Users can now easily replicate existing WordPress sites, retaining all content, themes, plugins, and configurations. Navigate to WordPress Dashboard β Create New or Select Blank WordPress. Click the Incomplete Setup [β¦]
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 [β¦]
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.β‘ π€·ββοΈ Whatβs 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 [β¦]
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 βDiscoverβ Button: Access a comprehensive list of all marketplace apps directly from within workflows. β App Categorisation: Browse apps by categories like Top Installed, Top Free, Top Paid, and Newly [β¦]
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). Whatβs New? Custom Contact Associations: Users can now associate two or more contacts using custom labels such as βParent,β βSpouse,β or βBusiness Partnerβ and also pair [β¦]
The βImport Contacts and Opportunitiesβ 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, [β¦]
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
Weβre 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: [β¦]
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 [β¦]
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 [β¦]
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
Weβre excited to announce our latest update to Mobile app β 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 β You can start recording a new voice note by tapping [β¦]
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 [β¦]
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
βοΈ 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 π Bug Fixes Only supported file types can now be used for Voicemail audio. Previously, invalid audio formats could be uploaded, causing some [β¦]
π New Feature: Smart Spam Detection in Reviews Management! π
/in What's New? ReputationWeβre thrilled to introduce a powerful new update in Reviews Management β Smart Spam Detection! This feature is designed to protect your reputation by automatically identifying and flagging spam reviews before they can impact your business. Here is a Sneak Peek of the Feature: π€© Why Youβll Love It: Start utilising Smart Spam Detection today [β¦]
π Prospecting Tool β Customise and Reorder Your Report Sections! π οΈ
/in What's New? ReportingWeβre thrilled to introduce a powerful new feature that gives you complete control over your report layouts β Select and Reorder Report Sections! π οΈ Tailored Report Sections: Now you can choose which sections to include in your reports, ensuring that only the most relevant information is presented to your audience. π Easy Reordering: With our [β¦]
Reviews Management β Review Balancing is Here! π
/in What's New? Reputation**Introducing Review Balancing: A Game-Changing Update!** Now you can ensure your reviews are distributed across multiple platforms , giving your online reputation the boost it deserves. π How to enable Review Balancing for your Account? Go to βReputationβ Tab Navigate to βSettingsβ -> βReview Linksβ Configure Review Balancing to send review requests to customers using [β¦]
π New Feature: Support for Virtual Business Listings in the Prospecting Tool! π
/in What's New?Weβre thrilled to announce a game-changing update for all service-area and virtual businesses: You can now use Google Maps URLs to generate accurate prospecting reports and analyse Virtual Businesses like never before! Even if your business doesnβt have a physical location, you can still have a strong presence on Google Maps. With this latest update, [β¦]
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 [β¦]
Ad Manager β Carousel Ads
/in What's New?Introduction of Carousel Ads for Ad Manager Weβre 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 [β¦]
Client Portal β Dashboard & Contracts for mobile & Web
/in What's New? Automations, Client Portal, Communities, Dashboard, Documents & ContractsDashboard Revamp & Contracts! Weβre 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. Letβs dive into the exciting updates! :star2: Contract/Document Signing: Send Contracts/Docs: Easily send [β¦]
π WordPress: Site Cloning Capability β¨
/in What's New? DashboardWeβre excited to introduce the Site Cloning functionality, offering a swift and reliable way to duplicate WordPress sites with just one step. π¨π»βπ» Whatβs New? Users can now easily replicate existing WordPress sites, retaining all content, themes, plugins, and configurations. Navigate to WordPress Dashboard β Create New or Select Blank WordPress. Click the Incomplete Setup [β¦]
Social Planner supports Facebook Story π
/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. π€© 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 [β¦]
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 [β¦]
Website Templates for WordPressπ | 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.β‘ π€·ββοΈ Whatβs 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 [β¦]
Workflows Marketplace β 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 βDiscoverβ Button: Access a comprehensive list of all marketplace apps directly from within workflows. β App Categorisation: Browse apps by categories like Top Installed, Top Free, Top Paid, and Newly [β¦]
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). Whatβs New? Custom Contact Associations: Users can now associate two or more contacts using custom labels such as βParent,β βSpouse,β or βBusiness Partnerβ and also pair [β¦]
Import Contacts and Opportunities using a single CSV file
/in What's New? Opportunities and PipelinesThe βImport Contacts and Opportunitiesβ 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, [β¦]
Opportunity Card Customization | Clixio Changelog
/in What's New? Automations, Conversations, Opportunities and PipelinesWeβre 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: [β¦]
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 [β¦]
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 [β¦]
WhatsApp Voice Notes β Mobile App v3.82
/in What's New? ConversationsWeβre excited to announce our latest update to Mobile app β 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 β You can start recording a new voice note by tapping [β¦]
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 [β¦]
Reducing Voice Call Fraud and bug fixes
/in What's New?βοΈ 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 π Bug Fixes Only supported file types can now be used for Voicemail audio. Previously, invalid audio formats could be uploaded, causing some [β¦]