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 […]
https://clixio.io/wp-content/uploads/2025/03/004fa2fb20b6a4eac10ac93ea81cc1c3.png15981802Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-06 23:58:002025-03-06 23:58:00Ad Manager: Meta Engagement or Click to Direct Ads
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, […]
https://clixio.io/wp-content/uploads/2025/03/39bddd5bcb168288eb16bb58bf4ebb0e.png19482994Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-06 22:13:002025-03-06 22:13:00Export Issued Certificates data as CSV
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 […]
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 […]
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 […]
https://clixio.io/wp-content/uploads/2025/03/554e62b58e16aea6b2d82411ee4fa4a4.png364720Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-05 22:53:002025-03-05 22:53:00Snapshot for Conversation AI | Clixio Changelog
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 […]
https://clixio.io/wp-content/uploads/2025/03/6e6ae396fd7a7f43c986c7530659e297.png18143440Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-05 22:52:002025-03-05 22:52:00Cookie Consent Banner v2 with Customization Support in Funnels & Websites
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 […]
– 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 […]
https://clixio.io/wp-content/uploads/2025/03/8c26025f086f556e97ca2bf62e9ad688.png9281534Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-04 22:52:002025-03-04 22:52:00Invoices & Estimates: Opportunity custom value support in Terms & Notes
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. […]
https://clixio.io/wp-content/uploads/2025/03/a03a99c6d53bc4eb21b6837ac74b95e9.png17525064Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-04 22:45:002025-03-04 22:45:00Custom Value Support for Media & Layouts 📣
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 […]
https://clixio.io/wp-content/uploads/2025/03/8bdb2ed6a1a067507715a5728d70be20.png13543304Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-04 20:54:002025-03-04 20:54:00Important Update: WhatsApp Marketing Templates Pause in the U.S. Starting April 1, 2025
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 […]
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 […]
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 […]
https://clixio.io/wp-content/uploads/2025/03/2be9e9a0f731cca73ca4d4a27a349dba.png21601592Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-03 23:44:002025-03-03 23:44:00Prebuilt Mega Menu templates in Funnels & Website!
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 […]
https://clixio.io/wp-content/uploads/2025/03/6ddc4590b99a9e3005c8cc71554f47fd.png17743440Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2025-03-03 22:50:002025-03-03 22:50:00Address Autocomplete & Mandatory Search Bar Update – Forms and Surveys!
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 […]
🚀 WhatsApp Customer Service Window Check – Now More Flexible and Precise We’ve enhanced the WhatsApp Customer Service Window Check feature, giving businesses more control and accuracy when managing customer interactions. Previously, workflows could only check the service window status using the default WhatsApp number assigned to a location. Now, users can select from multiple […]
What’s New Invoice Details: Change invoice due date, name, terms & notes. Product Management: Add or remove products as needed. Amount & Business Updates: Edit invoice amount and update business details. Payment Schedule: Modify payment schedules, including due dates and amounts. How to Use: Open the partially paid invoice you wish to modify. Click on […]
Managing Your Affiliate Programme Managing your affiliate programme is now more flexible! Admins can delete commissions under any affiliate, ensuring cleaner records and better control over payouts Open the Affiliate Profile Navigate to the Commission tab Click the three-dot menu next to a commission If needed, change the status to Denied Click Delete to permanently […]
Introducing Code with AI (Beta): Writing custom code in workflows just got smarter, faster, and easier—thanks to AI! We’re thrilled to introduce Code with AI (Beta), enabling users to generate custom code snippets with just a simple description. Previously, creating custom code within workflows required users to write JavaScript code from scratch, which could be […]
Introduction to Redesigned CRM Contacts Bulk Action Page This release introduces the redesigned CRM Contacts Bulk Action page, which enhances usability and efficiency in managing bulk contact operations. Users now enjoy improved statistics visibility, a refined status display with color-coded indicators, advanced filtering options, and robust error handling. **Enabling the Feature** Enable this feature from […]
Ad Manager: Meta Engagement or Click to Direct Ads
/in What's New? Conversations, Forms, IntegrationsAd 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 […]
Export Issued Certificates data as CSV
/in What's New? CertificatesWe 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, […]
Prospecting Tool – Share Marketing Audit Reports via Email & SMS within Accounts 🔍
/in What's New? Conversations, DashboardWe’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 […]
Permissions Update : User Management
/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 […]
Snapshot for Conversation AI | Clixio Changelog
/in What's New? Conversation AIIntroduction 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 […]
Cookie Consent Banner v2 with Customization Support in Funnels & Websites
/in What's New? Funnels and Websites, IntegrationsThe 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 […]
Dialer Improvements and Bug fixes
/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 […]
Invoices & Estimates: Opportunity custom value support in Terms & Notes
/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 […]
Custom Value Support for Media & Layouts 📣
/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. […]
Important Update: WhatsApp Marketing Templates Pause in the U.S. Starting April 1, 2025
/in What's New? ConversationsStarting 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 […]
Expanded Opportunity Values | Clixio Changelog
/in What's New? Integrations, Opportunities and Pipelines, ReportingExpanded 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 […]
Enhanced WhatsApp Outbound Messaging – Flexible From Number Selection
/in What's New? Automations, ConversationsEnhanced 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 […]
Prebuilt Mega Menu templates in Funnels & Website!
/in What's New? Funnels and WebsitesPrebuilt 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 […]
Address Autocomplete & Mandatory Search Bar Update – Forms and Surveys!
/in What's New? FormsAuto-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 […]
Enhanced WhatsApp Customer Service Window Check
/in What's New? AutomationsEnhanced 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 […]
WhatsApp Customer Service Window Check
/in What's New? Automations🚀 WhatsApp Customer Service Window Check – Now More Flexible and Precise We’ve enhanced the WhatsApp Customer Service Window Check feature, giving businesses more control and accuracy when managing customer interactions. Previously, workflows could only check the service window status using the default WhatsApp number assigned to a location. Now, users can select from multiple […]
Invoices: Editing of Payment Schedules & Partially Paid Invoices
/in What's New?What’s New Invoice Details: Change invoice due date, name, terms & notes. Product Management: Add or remove products as needed. Amount & Business Updates: Edit invoice amount and update business details. Payment Schedule: Modify payment schedules, including due dates and amounts. How to Use: Open the partially paid invoice you wish to modify. Click on […]
Account Affiliate Manager : Delete Commissions
/in What's New? Affiliate ManagerManaging Your Affiliate Programme Managing your affiliate programme is now more flexible! Admins can delete commissions under any affiliate, ensuring cleaner records and better control over payouts Open the Affiliate Profile Navigate to the Commission tab Click the three-dot menu next to a commission If needed, change the status to Denied Click Delete to permanently […]
Custom Code AI | Clixio Changelog
/in What's New? Automations, IntegrationsIntroducing Code with AI (Beta): Writing custom code in workflows just got smarter, faster, and easier—thanks to AI! We’re thrilled to introduce Code with AI (Beta), enabling users to generate custom code snippets with just a simple description. Previously, creating custom code within workflows required users to write JavaScript code from scratch, which could be […]
CRM Contacts Bulk Action Revamp
/in What's New? CRMIntroduction to Redesigned CRM Contacts Bulk Action Page This release introduces the redesigned CRM Contacts Bulk Action page, which enhances usability and efficiency in managing bulk contact operations. Users now enjoy improved statistics visibility, a refined status display with color-coded indicators, advanced filtering options, and robust error handling. **Enabling the Feature** Enable this feature from […]