We’re thrilled to announce a major update to our Contact widgets: Attribution and UTM parameters are here! Attribution Property: Filter contacts based on First or Last attribution with our new Attribution property in contact widget conditions. UTM Parameters: Gain deeper insights with the addition of key UTM parameters to contact widget conditions. Create more detailed […]
Documents and Contracts: Support for Today’s date & Signer Name toggle Documents and Contracts: Support for Today’s date & Signer Name toggle | Clixio Changelog Add today’s date to the date field element which limits the selection of date range for the signer to the day when they are signing the document Earlier, the signer’s […]
https://clixio.io/wp-content/uploads/2024/06/b187fd0b99cfb900f99b77ba6226eada.png19463456Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-06-11 19:53:422024-06-11 19:53:42Documents and Contracts: Support for Today’s date & Signer Name toggle
👀 What’s Improved? Title Element: Title elements now have a white background by default instead of a transparent background. Image Fit: The default image fit setting is “Contain”. Image Title: The image title is set to “Hide Title” by default. 👷 How It Works: Enter Edit mode on your Dashboard. Click on Add widget. Switch […]
We are thrilled to introduce support for Fixed Coupon Codes for Affiliates! Users can now create coupon codes for affiliates, choosing between Percentage-based or the newly added Fixed coupon codes. Generate or create your own coupons for affiliates, with the option to apply the coupon for future/recurring payments if required. Open Account Affiliate Manager. Go […]
Setting up Shipping & Delivery Charges for Specific States/Provinces in the UK Store owners who were selling products in specific states/provinces only within a country, due to which there was a challenge in setting up Shipping & Delivery charges. With this feature, store owners can now define shipping & delivery charges for selected states/provinces within […]
https://clixio.io/wp-content/uploads/2024/06/cd6ff7d2e2e4502a763bc18d09d10c86.png18663400Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-06-11 00:04:122024-06-11 00:04:12Shipping & Delivery rates based on States/Province in Ecommerce stores
Remove pre existing Shopify integrations. | Clixio Changelog There was no way for the user to figure out if the Shopify store was integrated to a different location. For example X has 2 locations and have integrated a Shopify store to 1. Now he wants to integrate the same store to other location, this won’t […]
We’re thrilled to announce our latest update to our Mobile App! This update brings a bunch of improvements and fixes that further improve the usability of the mobile apps. v3.74.2 will be available for Clixio, LeadConnector, and White-Labelled (update needs to be requested) apps. Updated notification badge logic : Badge count now reflects the number […]
We’re thrilled to announce our latest update to our Mobile Apps – The introduction of Service Calendars. Sub-account admins and users will now be able to access all their service appointments inside the calendar section as well as create a new service appointment with any of their contacts. This update is available on Clixio, LeadConnector, […]
We’re thrilled to announce our latest update to our Mobile Apps – The ability to edit email templates. Sub-account admins and users will now be able to edit email templates before sending them out. To make this happen, we have added a powerful rich text editor with the ability to turn text bold, italicise, underline, […]
Let’s say you have a product with an initial set-up fee and then a monthly recurring charge. So far, you were not able to use a single invoice to let the customer pay for both and had to rely on 2 invoices. Not anymore. You can now add a recurring product -> add a set […]
https://clixio.io/wp-content/uploads/2024/06/d9a0459659a69ef32ab5d93468a7a977.png19063006Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-06-10 20:14:242024-06-10 20:14:24Invoices: We now support Setup Fee in Recurring Invoices
Latest Update on Clixio and LeadConnector Mobile Apps: Business Card Scanner We’re thrilled to announce our latest update to our Clixio and LeadConnector Mobile Apps – Business Card Scanner. Sub-account admins and users can now scan a business card to create a new contact. This update is available on Clixio, LeadConnector, and White-labelled (update needs […]
We are thrilled to introduce Manual Sales and Commissions, allowing you to add manual sales for affiliates and providing a flexible way to track and credit sales that may not be captured automatically. Open Account Affiliate Manager Go to the Affiliate Page Find and select the affiliate for whom you want to add manual sales. […]
Exciting Updates Hey there! We’ve got some exciting updates in this release to improve user engagement: Themes Themes are now officially out of labs and are applied by default to all community groups. Invite Member Invite member feature is now accessible from the group info card. Dark Mode Dark mode can now be accessed more […]
We’re excited to announce the release of public API support for CSV API Module in Social Planner as part of the Phase 3 release. These APIs will enable developers to fetch, upload, delete, process CSVs and its posts We’ve added few new scopes for accessing the Social Planner CSV APIs – – socialplanner/csv.readonly – socialplanner/csv.write […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-06-07 23:38:472024-06-07 23:38:47Updates in Public APIs for Social Planner😁
We’re thrilled to announce the release of our Custom Payments Integration Framework, now available with comprehensive public documentation! :star2: Marketplace app developers can now integrate virtually any payment provider with Clixio. Wide Compatibility: Supports payments through Order Forms, E-commerce Stores, Payment Links, One-time Invoices, and Forms. Comprehensive Features: Includes all existing functionalities like taxes, coupons, […]
https://clixio.io/wp-content/uploads/2024/06/55af402b60ad4717f4ed29c2e2747856.png18902640Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-06-07 23:12:242024-06-07 23:12:24Custom Payments Integration: Bring your own Payment Provider
Workflows – Fixes | Clixio Changelog Now when adding a comment in any action, the cursor will focus on the text editor directly. Before user had to click inside the editor to activate it. When selecting an Email Template in workflows user will see the “updated at” date in sync with the “updated at” date […]
Changes in Location Transfers We have made a few changes in the behaviour in the case of location transfers. Now, on transferring a location: Contacts will remain in the workflow. Workflows, Campaigns and Triggers won’t be drafted. The workflow enrolled data remains as it is in workflows.
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2024-06-07 19:13:052024-06-07 19:13:05Changes in Location transfer behaviour
Changes in Default Behaviour Previously when a new workflow was created, the “Allow Re-Entry” setting was turned “Off” by default. Going forward, the “Allow Re-entry” toggle will be turned “On” by default for the new workflows that are created. No changes will be made to the pre-existing workflows; this change only applies to newly created […]
This update introduces a new module federated app within CRM-frontend called contact-restore, replacing the existing contact restore component. The user interface has been redesigned for a better user experience. Restoring a Single Contact: Click on Contacts. Click on Restore in the tabs on the top. Click on Restore on the right of any of these […]
To improve data accuracy and streamline processes, we are introducing a new feature that prevents creation or addition of pipelines or stages with identical names. No Duplicate Names: Users will no longer be able to create or add pipelines or stages with the same exact name. Existing Pipelines and Stages: This change will not impact […]
Account Dashboards: Attribution Parameters on Contacts Widgets
/in What's New? DashboardWe’re thrilled to announce a major update to our Contact widgets: Attribution and UTM parameters are here! Attribution Property: Filter contacts based on First or Last attribution with our new Attribution property in contact widget conditions. UTM Parameters: Gain deeper insights with the addition of key UTM parameters to contact widget conditions. Create more detailed […]
Documents and Contracts: Support for Today’s date & Signer Name toggle
/in What's New? Documents & ContractsDocuments and Contracts: Support for Today’s date & Signer Name toggle Documents and Contracts: Support for Today’s date & Signer Name toggle | Clixio Changelog Add today’s date to the date field element which limits the selection of date range for the signer to the day when they are signing the document Earlier, the signer’s […]
Account Dashboards: Elements Enhancements
/in What's New? Dashboard👀 What’s Improved? Title Element: Title elements now have a white background by default instead of a transparent background. Image Fit: The default image fit setting is “Contain”. Image Title: The image title is set to “Hide Title” by default. 👷 How It Works: Enter Edit mode on your Dashboard. Click on Add widget. Switch […]
Account Affiliate Manager: Fixed Coupon Support
/in What's New? Affiliate Manager, PaymentsWe are thrilled to introduce support for Fixed Coupon Codes for Affiliates! Users can now create coupon codes for affiliates, choosing between Percentage-based or the newly added Fixed coupon codes. Generate or create your own coupons for affiliates, with the option to apply the coupon for future/recurring payments if required. Open Account Affiliate Manager. Go […]
Shipping & Delivery rates based on States/Province in Ecommerce stores
/in What's New? E-CommerceSetting up Shipping & Delivery Charges for Specific States/Provinces in the UK Store owners who were selling products in specific states/provinces only within a country, due to which there was a challenge in setting up Shipping & Delivery charges. With this feature, store owners can now define shipping & delivery charges for selected states/provinces within […]
Remove pre existing Shopify integrations.
/in What's New?Remove pre existing Shopify integrations. | Clixio Changelog There was no way for the user to figure out if the Shopify store was integrated to a different location. For example X has 2 locations and have integrated a Shopify store to 1. Now he wants to integrate the same store to other location, this won’t […]
Mobile App – v3.74 release
/in What's New? Conversations, CRM, Documents & ContractsWe’re thrilled to announce our latest update to our Mobile App! This update brings a bunch of improvements and fixes that further improve the usability of the mobile apps. v3.74.2 will be available for Clixio, LeadConnector, and White-Labelled (update needs to be requested) apps. Updated notification badge logic : Badge count now reflects the number […]
Service Calendars – Mobile App
/in What's New? CalendarWe’re thrilled to announce our latest update to our Mobile Apps – The introduction of Service Calendars. Sub-account admins and users will now be able to access all their service appointments inside the calendar section as well as create a new service appointment with any of their contacts. This update is available on Clixio, LeadConnector, […]
Edit Email Snippets – Mobile App
/in What's New? ConversationsWe’re thrilled to announce our latest update to our Mobile Apps – The ability to edit email templates. Sub-account admins and users will now be able to edit email templates before sending them out. To make this happen, we have added a powerful rich text editor with the ability to turn text bold, italicise, underline, […]
Invoices: We now support Setup Fee in Recurring Invoices
/in What's New?Let’s say you have a product with an initial set-up fee and then a monthly recurring charge. So far, you were not able to use a single invoice to let the customer pay for both and had to rely on 2 invoices. Not anymore. You can now add a recurring product -> add a set […]
Business Card Scanner – Mobile App
/in What's New?Latest Update on Clixio and LeadConnector Mobile Apps: Business Card Scanner We’re thrilled to announce our latest update to our Clixio and LeadConnector Mobile Apps – Business Card Scanner. Sub-account admins and users can now scan a business card to create a new contact. This update is available on Clixio, LeadConnector, and White-labelled (update needs […]
Account Affiliate Manager: Manual Sales and Commissions
/in What's New? Affiliate ManagerWe are thrilled to introduce Manual Sales and Commissions, allowing you to add manual sales for affiliates and providing a flexible way to track and credit sales that may not be captured automatically. Open Account Affiliate Manager Go to the Affiliate Page Find and select the affiliate for whom you want to add manual sales. […]
Communities – Updates | Clixio Changelog
/in What's New? CommunitiesExciting Updates Hey there! We’ve got some exciting updates in this release to improve user engagement: Themes Themes are now officially out of labs and are applied by default to all community groups. Invite Member Invite member feature is now accessible from the group info card. Dark Mode Dark mode can now be accessed more […]
Updates in Public APIs for Social Planner😁
/in What's New? Social PlannerWe’re excited to announce the release of public API support for CSV API Module in Social Planner as part of the Phase 3 release. These APIs will enable developers to fetch, upload, delete, process CSVs and its posts We’ve added few new scopes for accessing the Social Planner CSV APIs – – socialplanner/csv.readonly – socialplanner/csv.write […]
Custom Payments Integration: Bring your own Payment Provider
/in What's New? E-Commerce, Forms, Integrations, PaymentsWe’re thrilled to announce the release of our Custom Payments Integration Framework, now available with comprehensive public documentation! :star2: Marketplace app developers can now integrate virtually any payment provider with Clixio. Wide Compatibility: Supports payments through Order Forms, E-commerce Stores, Payment Links, One-time Invoices, and Forms. Comprehensive Features: Includes all existing functionalities like taxes, coupons, […]
Workflows – Fixes | Clixio Changelog
/in What's New?Workflows – Fixes | Clixio Changelog Now when adding a comment in any action, the cursor will focus on the text editor directly. Before user had to click inside the editor to activate it. When selecting an Email Template in workflows user will see the “updated at” date in sync with the “updated at” date […]
Changes in Location transfer behaviour
/in What's New? AutomationsChanges in Location Transfers We have made a few changes in the behaviour in the case of location transfers. Now, on transferring a location: Contacts will remain in the workflow. Workflows, Campaigns and Triggers won’t be drafted. The workflow enrolled data remains as it is in workflows.
Allow Re-Entry Default Setting changes
/in What's New? AutomationsChanges in Default Behaviour Previously when a new workflow was created, the “Allow Re-Entry” setting was turned “Off” by default. Going forward, the “Allow Re-entry” toggle will be turned “On” by default for the new workflows that are created. No changes will be made to the pre-existing workflows; this change only applies to newly created […]
Revamped Contact Restore App | Clixio Changelog
/in What's New? Conversations, CRM, Opportunities and PipelinesThis update introduces a new module federated app within CRM-frontend called contact-restore, replacing the existing contact restore component. The user interface has been redesigned for a better user experience. Restoring a Single Contact: Click on Contacts. Click on Restore in the tabs on the top. Click on Restore on the right of any of these […]
Unique Pipeline and Stage Names
/in What's New? Opportunities and PipelinesTo improve data accuracy and streamline processes, we are introducing a new feature that prevents creation or addition of pipelines or stages with identical names. No Duplicate Names: Users will no longer be able to create or add pipelines or stages with the same exact name. Existing Pipelines and Stages: This change will not impact […]