Documents and Contracts: One time products in recurring product lists | Clixio Changelog Earlier, whenever One-time product was added in a recurring product list on documents, it was treated like a recurring product. Not anymore! A one time product will only be added in the first invoice and not the subsequent recurring invoices. Go to […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-08-09 00:00:362024-08-09 00:00:36Documents and Contracts: One time products in recurring product lists
We are excited to introduce a significant upgrade to Chat Widget custom theme colour – two new text colour options within the custom theme settings for chat-widget typography. Users can now customise the text colour for the chat-widget header message and the welcome message. 😇 Key Points: For new users who have not yet applied […]
We are excited to announce the release of our new Field Spacing feature for forms and surveys. This feature allows users to customise the spacing between fields, providing greater control over the layout and design of their forms and surveys. 🤯 How to Change Field Spacing 🤯 Changing the field spacing is straightforward and can […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-08-08 22:02:272024-08-08 22:02:27Field Spacing in Forms and Survey are now LIVE 🚀🚀
We are excited to introduce the new Math calculations feature in forms and surveys, allowing users to add custom fields and set up a Calculator based on the fields in the form or survey. Custom Field – Score: Users can now add a custom field to calculate scores based on their inputs. Calculator: Set up […]
Billing and Reconciliation Voice billing and security changes: we’re now fetching charges from an API instead of using a static database. This increases our billing accuracy, efficiency, stability and reduces lag in wallet debits. Voicemail spam: voicemail sometimes get spammed with long voicemails leading to unnecessary storage charges. We will now limit voicemail to 5 […]
We are excited to announce the launch of a highly requested feature: WhatsApp Voice Notes. This powerful addition allows you to send voice notes to your customers directly from the CRM, enhancing communication and personalising interactions. Record and Send Voice Notes: Easily record voice messages and send them directly to your customers. Personalised Messages: Tailor […]
We have introduced 2 new models in the GPT action alongside 3.5 Turbo and 4 Turbo. 4o – Most advanced and efficient 4o mini – Affordable & Intelligent Click the “+” icon and search for “GPT powered by OpenAI” Click on the “Model” field and select the model of your choice GPT 4o mini and […]
https://clixio.io/wp-content/uploads/2024/08/cbb240793118706d30ec29a7e4cf01df.png15061034Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-08-07 19:22:132024-08-07 19:22:13GPT Action – New Model Types Launched
Communities – Updates & Enhancements | Clixio Changelog New Payment methods available: For euro currency in stripe integration new payment methods of sepa debit , ideal & banconnect are now available to make group and courses payments. Paid course to free courses conversion: The issue of paid course not being converted into a free one […]
👀 What’s Improved? Reddit Ads Attribution: Reddit Ads are now supported in the attribution for the paid social category. If the “utm_source” parameter contains the word “reddit_ad,” it will be classified under paid social. Enhanced Attribution Report Table: The Attribution Report table now includes “utm_source” and “utm_term” columns for more detailed tracking and analysis. Bug […]
Introducing Our New Sales Efficiency Widget! We are thrilled to introduce a powerful new widget designed to enhance your sales efficiency, now available under general widgets on your dashboard. Here’s what you can look forward to: Average Sales Duration: Monitor the average time taken for all opportunities to close, helping you identify areas for improvement. […]
We are thrilled to introduce the latest updates to our Marketing Audit Report, aimed at enhancing functionality and providing more comprehensive insights. 1. 🔗 Website Link Addition: What’s New: We’ve added a direct link to your website within the Marketing Audit Report. Benefit: This enhancement allows for easier access and reference, streamlining the review process […]
Introducing History for GPT actions..!! We’re excited to announce a significant enhancement to our GPT action: the ability to retain and utilise history. The GPT actions will be able to produce more relevant and personalised responses based on the past interactions with GPT actions. Types of History This Account: Remembers all GPT conversation across all […]
https://clixio.io/wp-content/uploads/2024/08/0cae9e54413c104622e74f4ee2a5895a.png14961028Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-08-06 19:10:022024-08-06 19:10:02Introducing History for GPT actions (AI Memory Key)
You can now filter your workflows for invoices with new statuses: Viewed Partially Paid Void Add filters in Invoice trigger based on the condition that you want Configure different action items using if/else conditions based on these filters For you to track viewed, partially paid, and void invoices for better oversight and setting up proactive […]
Within documents and contracts, our focus was to remove the ongoing discrepancies that brought issues on a daily level. **Signature Issues** 1. Signature shrinkage issue: Whenever a document had multiple signature elements of different sizes, the signature inside it used to shrink in size – making it hard to read. The issue has now been […]
Blog Site Builder now supports the following elements Custom Code – Add your custom code footer, headers and other elements to share between funnels, websites and blogs using Saved Sections SVG – Add any SVGs to your blog builder Map – Add map inside the landing page to reflect specific locations How to add the […]
https://clixio.io/wp-content/uploads/2024/08/c98d6d92c682bca3c99334604dfef86c.png15302876Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-08-05 21:03:292024-08-05 21:03:29Addition of new elements in Blog Site Builder😁
Documents and Contracts: UX improvement- Template builder | Clixio Changelog While creating a template, whenever a fillable field was dragged, it could only be assigned to the creator of the template or left unassigned. Now, this will be shown as assigned to a Contact. Go to the template builder within Documents and Contracts Fetch a […]
To enhance global support for our users, we have broadened our payment options. In addition to Stripe, Authorize.net, and NMI, users can now integrate Razorpay to seamlessly collect payments for their bookings. How to Use? Integrate Razorpay: Integrate Razorpay by following the provided instructions. [(Help Doc)]( Once integrated, go to the Payments > Integrations tab […]
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 […]
Improved Reply Threads: All replies will now be correctly threaded under the original message in the inbox. Enhanced User Experience: Previously, Every reply sending from the app would create a new email instead of threading it under the original message. This issue has been resolved, ensuring a more organised and intuitive email experience.
This feature identifies and mitigates the impact of bots interacting with emails. When a bot is detected opening or clicking an email, the following actions are taken: Preventing Statistics Increment: The email open or click counter will not increment, ensuring engagement metrics reflect only genuine user interactions. Preventing Automation Execution: Any automation events triggered by […]
Documents and Contracts: One time products in recurring product lists
/in What's New? Documents & ContractsDocuments and Contracts: One time products in recurring product lists | Clixio Changelog Earlier, whenever One-time product was added in a recurring product list on documents, it was treated like a recurring product. Not anymore! A one time product will only be added in the first invoice and not the subsequent recurring invoices. Go to […]
Chat Widget Upgrade 😇 | Clixio Changelog
/in What's New? Chat WidgetWe are excited to introduce a significant upgrade to Chat Widget custom theme colour – two new text colour options within the custom theme settings for chat-widget typography. Users can now customise the text colour for the chat-widget header message and the welcome message. 😇 Key Points: For new users who have not yet applied […]
Field Spacing in Forms and Survey are now LIVE 🚀🚀
/in What's New? Forms, SurveysWe are excited to announce the release of our new Field Spacing feature for forms and surveys. This feature allows users to customise the spacing between fields, providing greater control over the layout and design of their forms and surveys. 🤯 How to Change Field Spacing 🤯 Changing the field spacing is straightforward and can […]
Math Calculation in Forms/Surveys 😎😎
/in What's New? Forms, SurveysWe are excited to introduce the new Math calculations feature in forms and surveys, allowing users to add custom fields and set up a Calculator based on the fields in the form or survey. Custom Field – Score: Users can now add a custom field to calculate scores based on their inputs. Calculator: Set up […]
Voice billing and security changes
/in What's New? ConversationsBilling and Reconciliation Voice billing and security changes: we’re now fetching charges from an API instead of using a static database. This increases our billing accuracy, efficiency, stability and reduces lag in wallet debits. Voicemail spam: voicemail sometimes get spammed with long voicemails leading to unnecessary storage charges. We will now limit voicemail to 5 […]
WhatsApp: Voice Note | Clixio Changelog
/in What's New? CRMWe are excited to announce the launch of a highly requested feature: WhatsApp Voice Notes. This powerful addition allows you to send voice notes to your customers directly from the CRM, enhancing communication and personalising interactions. Record and Send Voice Notes: Easily record voice messages and send them directly to your customers. Personalised Messages: Tailor […]
GPT Action – New Model Types Launched
/in What's New?We have introduced 2 new models in the GPT action alongside 3.5 Turbo and 4 Turbo. 4o – Most advanced and efficient 4o mini – Affordable & Intelligent Click the “+” icon and search for “GPT powered by OpenAI” Click on the “Model” field and select the model of your choice GPT 4o mini and […]
Communities – Updates & Enhancements
/in What's New? Communities, Integrations, PaymentsCommunities – Updates & Enhancements | Clixio Changelog New Payment methods available: For euro currency in stripe integration new payment methods of sepa debit , ideal & banconnect are now available to make group and courses payments. Paid course to free courses conversion: The issue of paid course not being converted into a free one […]
Account Reporting: Enhancement and Fixes
/in What's New? Reporting👀 What’s Improved? Reddit Ads Attribution: Reddit Ads are now supported in the attribution for the paid social category. If the “utm_source” parameter contains the word “reddit_ad,” it will be classified under paid social. Enhanced Attribution Report Table: The Attribution Report table now includes “utm_source” and “utm_term” columns for more detailed tracking and analysis. Bug […]
Account Dashboard: Sales Efficiency Widget on Dashboard
/in What's New? Dashboard, Opportunities and PipelinesIntroducing Our New Sales Efficiency Widget! We are thrilled to introduce a powerful new widget designed to enhance your sales efficiency, now available under general widgets on your dashboard. Here’s what you can look forward to: Average Sales Duration: Monitor the average time taken for all opportunities to close, helping you identify areas for improvement. […]
Prospecting Tool – New Enhancements to Marketing Audit Report 🔍
/in What's New?We are thrilled to introduce the latest updates to our Marketing Audit Report, aimed at enhancing functionality and providing more comprehensive insights. 1. 🔗 Website Link Addition: What’s New: We’ve added a direct link to your website within the Marketing Audit Report. Benefit: This enhancement allows for easier access and reference, streamlining the review process […]
Introducing History for GPT actions (AI Memory Key)
/in What's New? AutomationsIntroducing History for GPT actions..!! We’re excited to announce a significant enhancement to our GPT action: the ability to retain and utilise history. The GPT actions will be able to produce more relevant and personalised responses based on the past interactions with GPT actions. Types of History This Account: Remembers all GPT conversation across all […]
Invoices: New workflow statuses – Viewed, Partially Paid, Void
/in What's New? AutomationsYou can now filter your workflows for invoices with new statuses: Viewed Partially Paid Void Add filters in Invoice trigger based on the condition that you want Configure different action items using if/else conditions based on these filters For you to track viewed, partially paid, and void invoices for better oversight and setting up proactive […]
Documents and Contracts: UX Bug Fixes
/in What's New? Dashboard, Documents & ContractsWithin documents and contracts, our focus was to remove the ongoing discrepancies that brought issues on a daily level. **Signature Issues** 1. Signature shrinkage issue: Whenever a document had multiple signature elements of different sizes, the signature inside it used to shrink in size – making it hard to read. The issue has now been […]
Addition of new elements in Blog Site Builder😁
/in What's New? Blogs, Funnels and WebsitesBlog Site Builder now supports the following elements Custom Code – Add your custom code footer, headers and other elements to share between funnels, websites and blogs using Saved Sections SVG – Add any SVGs to your blog builder Map – Add map inside the landing page to reflect specific locations How to add the […]
Documents and Contracts: UX improvement- Template builder
/in What's New? Automations, Documents & ContractsDocuments and Contracts: UX improvement- Template builder | Clixio Changelog While creating a template, whenever a fillable field was dragged, it could only be assigned to the creator of the template or left unassigned. Now, this will be shown as assigned to a Contact. Go to the template builder within Documents and Contracts Fetch a […]
Razorpay in Calendar Payments
/in What's New? Calendar, PaymentsTo enhance global support for our users, we have broadened our payment options. In addition to Stripe, Authorize.net, and NMI, users can now integrate Razorpay to seamlessly collect payments for their bookings. How to Use? Integrate Razorpay: Integrate Razorpay by following the provided instructions. [(Help Doc)]( Once integrated, go to the Payments > Integrations tab […]
Introducing New Templates | Clixio Changelog
/in What's New? Automations, Funnels and Websites, SurveysWe 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 […]
Email Thread Handling
/in What's New?Improved Reply Threads: All replies will now be correctly threaded under the original message in the inbox. Enhanced User Experience: Previously, Every reply sending from the app would create a new email instead of threading it under the original message. This issue has been resolved, ensuring a more organised and intuitive email experience.
Email Bot Detection: | Clixio Changelog
/in What's New? AutomationsThis feature identifies and mitigates the impact of bots interacting with emails. When a bot is detected opening or clicking an email, the following actions are taken: Preventing Statistics Increment: The email open or click counter will not increment, ensuring engagement metrics reflect only genuine user interactions. Preventing Automation Execution: Any automation events triggered by […]