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Branching in Find Contact Action

February 11, 2025/in What's New? Automations

Introduction If a Find Contact action was added in a workflow, there was no branching in the builder for the user to determine how many contacts were found. Enhanced Branching Support We’ve introduced branching support in the ‘Find Contact’ action, allowing for more flexible workflow execution. This enhancement improves workflow customisation by enabling users to […]

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Payment Links – Ability to automatically deactivate after a certain fixed date

February 6, 2025/in What's New? Payments

Automatic Deactivation You can now enable automatic deactivation on any payment link that you configure The link will be in inactive state once the configured deactivation date is crossed Implementation Steps Go to Payments -> Payment Links Create a link Check the box for automatic deactivation Select a date for deactivation Save and send it […]

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Images in Comments | Clixio Changelog

February 1, 2025/in What's New? Integrations

We’re thrilled to introduce new features and enhancements aimed at improving your course interaction experience. Visual Commenting Seamless Image & GIF Integration: Drag, upload, or paste images and GIFs directly into lecture comments. Instant Previews: View image and GIF previews without leaving the page. Animated GIF Support: Add dynamic and engaging interactions within discussions. Animated […]

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Global Magic Links & Enhancements

February 1, 2025/in What's New? Automations, Client Portal, Conversations, Integrations, Memberships

**Introducing Global Magic Links** Introducing Global Magic Links, a new feature that provides greater flexibility for creators to add contact-level login links for membership portals. This enhancement removes dependency on course-specific triggers, allowing seamless integration across all template structures. Learners now have easier access to their membership or client portals, improving the overall learning experience. […]

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Contacts & Opportunities: New & Improved Notes Experience!

January 31, 2025/in What's New? Opportunities and Pipelines

**Take control of your notes with an upgraded experience across Opportunities & Contacts. With enhanced search, filters, and a more organised view, finding and managing your notes is now easier than ever!** ✅ Filters & Sorting – Quickly find the notes you need with improved filtering options and sorting by Date Created. ✅ Search Notes […]

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Product Selection per Store for E-Commerce Stores

January 30, 2025/in What's New? E-Commerce

Introduction We’re excited to introduce a new feature that gives store owners full control over product visibility across multiple stores within a sub-account. With this enhancement, users can now include or exclude products from specific stores, making inventory management more flexible and efficient. "Include in Online Store" Toggle condition: Enabled: The product will be available […]

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Facebook Multiple Pages – Troubleshoot and Sync Leads Feature

January 29, 2025/in What's New? Forms, Integrations

Introduction We are introducing a new Troubleshoot option in Facebook integration, along with some enhancements to make the use of FB features more comprehensive. UI Enhancements on FB Integration Card: Moved Settings and Disconnect button to three dot menu to de-clutter the integration view Show a warning icon on the integration if the Forms are […]

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Email Builder: Expanded Checklist for Custom Value Errors

January 29, 2025/in What's New? Email Builder, Forms

**The Custom Value Error Checklist: Expanding Error Tracking** The custom value error checklist now covers more content types for thorough error tracking. The checklist in Email Campaign was previously limited to text and button elements, leaving other content types like images, videos, and forms unchecked. Ensuring comprehensive error detection across all content types. Image Video […]

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Create and send an open invoice for a failed subscription payment

January 29, 2025/in What's New? Integrations, Payments

What’s New? With this functionality, businesses will be able to collect payments using invoices in cases where automatic collection of a subscription payment fails for native integration payment providers. An invoice will be automatically created every time there is a payment failure for a subscription and will also be sent to the customer. This will […]

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WhatsApp Channel in Conversation AI Subaccount

January 29, 2025/in What's New? Conversation AI, Conversations, Integrations

Introducing WhatsApp Channel Support in Conversational AI Subaccount We are thrilled to introduce WhatsApp Channel Support in Conversational AI Subaccount. With this enhancement, all features of Conversational AI are now enabled for WhatsApp, providing a seamless and powerful way to engage with your audience on the platform. How to Enable WhatsApp Channel Support Navigate to […]

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App Marketplace – Security Update | Webhook Authentication

January 28, 2025/in What's New? App Marketplace

We are thrilled to announce an upgrade to our webhook authentication system! This update introduces new security mechanisms designed to protect your integrations from replay attacks and ensure the authenticity of webhook payloads. Here’s everything you need to know about these enhancements. Please note that these changes apply to All Webhooks. 1. Timestamp and Webhook […]

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Ad Manager: Customer List Custom Audience

January 28, 2025/in What's New?

👀 What’s New? We’ve introduced the option to create custom audiences by uploading a list of customers for precise targeting of existing customers using ad campaigns. 👷 How It Works: Customer list custom audience can be created from Ad Manager Settings > Audiences tab and during the campaign creation process too. Steps to do so […]

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Enhanced execution logs for a clean view

January 27, 2025/in What's New? Automations, Conversation AI

Previous Behaviour Previously, most of the workflow actions showed executions in two steps: waiting and executed. This resulted in more lines in the execution logs, making them cluttered and somewhat difficult for our customers to understand. What’s new? Under this change, we now only display end statuses, such as executed. If an action is still […]

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Auto-media optimisation in Social planner

January 27, 2025/in What's New? Automations, Social Planner

We are thrilled to announce a new enhancement to our Social Planner: Media Optimisation. This feature is designed to address and resolve any image-related issues encountered during content scheduling, ensuring a smoother and more efficient workflow. Automatic Image Resizing: Images are automatically adjusted to meet the platform-specific requirements, eliminating the need for manual resizing. Enhanced […]

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Documents and Contracts: Template Library now available

January 27, 2025/in What's New? Documents & Contracts, Template Library

Clixio Log in Roadmap Feedback Feedback Changelog ← Back to changelog Powered by Canny new Documents & Contracts What’s New? We have introduced a Template Library in the Docs and Contracts sections of the platform. Users can now access a collection of pre-made templates for common documents. This feature speeds up document creation, helping users […]

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Send Review Requests via WhatsApp 🚀

January 27, 2025/in What's New? Automations, Integrations, Reputation

WhatsApp Review Requests We’ve introduced the ability to send Review Requests via WhatsApp directly from the Reputation Management platform. This feature provides a new, personalised channel to gather customer feedback efficiently. WhatsApp Review Requests: Send review requests through WhatsApp to your customers. Custom Templates: Create and manage pre-approved WhatsApp Review Request Templates for your business. […]

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Contacts New UI – Mobile App

January 25, 2025/in What's New? CRM, Documents & Contracts, Integrations, Opportunities and Pipelines, Payments

We are thrilled to announce the complete overhaul of the Contacts module in the GoClixio mobile app! This release transforms how you manage your contacts by providing a streamlined, intuitive, and unified experience that centralises all essential information and actions in one place. Say goodbye to cluttered screens and hello to a streamlined, seamless, intuitive […]

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Mobile Payments: Estimate Direct Payments

January 25, 2025/in What's New? Payments

We are delighted to announce our latest update to Mobile Payments – direct payments within estimates! Subaccount admins/users can now enable a direct payment option inside an estimate before sending it to their customer. Once the customer accepts the estimate, they will automatically be redirected to the invoice page, where they can complete the payment […]

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Mobile Payments: Download Estimates | Clixio Changelog

January 25, 2025/in What's New? Payments

Exciting Update: Download Estimates on Mobile App We are thrilled to announce our latest update to mobile payments – the ability to download estimates from the mobile app. Now download a PDF copy of your signed estimate by navigating to the estimates section on the mobile app, long-pressing on the estimate tile, and selecting “Download […]

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Mobile Payments: In-person signatures | Clixio Changelog

January 25, 2025/in What's New? Documents & Contracts, Payments

We are thrilled to announce our latest update to mobile payments – in person signing within documents and contracts. Now create a document on the mobile app using a template with a signature field(s). Upon publishing the document, you can open the document to accept signatures from your signers directly within the mobile app. This […]

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