Sure! Here’s a revised version of your content for better readability, using UK English spelling and formatting with bold section headings. Until now, teams had to manually monitor conversations that were at risk of breaching or had already missed their SLA targets. With this release, SLAs are now actionable. You can automate workflows when conversation […]
Overview As agencies handle increasingly sensitive client information, having greater control over document access is more vital than ever. We are pleased to introduce enhanced document privacy and access controls for files stored in the contact record’s documents panel. This update provides users with greater flexibility in how documents are shared, enabling them to align […]
Overview We have introduced a new set of enhancements to the Contact Detail page customization, providing users with greater flexibility to personalise layouts, optimise space utilisation, and tailor the contact experience to their workflow. These updates make the contact record more adaptable while maintaining a clean and efficient user experience. What’s New? * Panels can […]
Ad Manager Updates for Special Ad Category Campaigns Ad Manager now offers intelligent guidance for Meta Special Ad Category campaigns . When users select a Special Ad Category, they will receive helpful notifications, audience guidelines, and field-specific warnings to identify targeting values that may not comply with Meta’s requirements. This functionality assists users in addressing […]
https://clixio.io/wp-content/uploads/2026/06/01f22305dca553ad4bf9434d4463e5fe.png6462048Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-23 00:26:002026-06-23 00:26:00Meta Special Ad Categories – Smart Defaults and Compliance Warnings
With Retry Failed Posts, you can now quickly retry or reschedule failed publishing attempts directly from Social Planner, without the need to clone posts or recreate content from scratch. 🚀 What’s New Instantly Retry Posts When a post fails to publish, you can select “Retry Now” to attempt publishing again using the original content, settings, […]
https://clixio.io/wp-content/uploads/2026/06/a76ede2bb0f5e3a79a8b69ffe047164e-scaled.png13362560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-22 21:11:002026-06-22 21:11:00Retry Failed Posts in Social Planner
YouTube Previews Now Display Correctly in Sent Emails When you paste a YouTube link into an email from Conversations, your recipients will now see a clickable video thumbnail that opens the video in a new tab, just as you intended. Previously, pasted YouTube links could appear as a blank rectangle in your recipients’ inboxes, even […]
https://clixio.io/wp-content/uploads/2026/06/3ebf60a0ae3ed9e43adf66329a8ec368.png15162234Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-22 20:10:002026-06-22 20:10:00Fixed – YouTube previews now display correctly in sent emails
We are introducing three enhancements to improve the Courses experience: a faster way to access member progress directly from Contacts, improved post-login navigation for shared course and lesson links, and more flexible drip scheduling that supports hourly content releases. These updates will help course creators manage learners more efficiently and deliver content with greater precision. […]
A ground-up revamp of the Campaigns module with a cleaner interface and web-parity analytics, allowing you to search, filter, and delve into campaign performance from your phone without needing to access the desktop app. The Challenge You send email campaigns through the web, but checking their performance required switching back to the desktop. The previous […]
https://clixio.io/wp-content/uploads/2026/06/fb7cb56c450e11382f8d69502bdaf7ce.png1706800Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-19 15:24:002026-06-19 15:24:00Campaigns on Mobile App | Clixio Changelog
A dedicated Google Ads section is now available in the Dashboards widget panel. Connect your Google Ads account at the sub-account level once, and all 11 widgets will automatically pull data. 11 ready-to-use widgets include: Total conversions, Conversions over time, Total cost, Cost over time, Total clicks, Clicks over time, Total impressions, Impressions over time, […]
https://clixio.io/wp-content/uploads/2026/06/70e1badc613039160adf5339aca8fcb2.png842448Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-19 03:18:002026-06-19 03:18:00Google Ads Widgets for Dashboards — Your Ad Performance, Right Where You Work
Sync only the contacts you want, precisely where they belong. By connecting Xero to Clixio, you now have complete control over which contacts are synced and where they will appear. Say goodbye to unwanted vendors and suppliers cluttering your CRM. Previously, when you connected Xero, every active contact was automatically imported—without any filtering or choice. […]
https://clixio.io/wp-content/uploads/2026/06/9d4bfafbb0b5e30a145c94ba1f8d6fa2.png16481396Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-19 00:06:002026-06-19 00:06:00Xero Sync – Smarter Sync Control Is Here
You can now use **Opportunity Owners** and **Opportunity Followers** as conditions in If/Else workflow branches. This enhancement allows you to route contacts based on whether an opportunity has assigned owners or followers, addressing a previous limitation where these fields were unavailable for branching logic. When an If/Else step evaluates an opportunity, it can now check […]
Enhanced Campaign Publishing Experience We’ve improved the campaign publishing experience for Meta campaigns in Ad Manager by introducing better validation and error handling before a campaign is published. When users click Publish, Ad Manager now checks for key campaign setup issues and highlights errors that need to be fixed before the campaign can be submitted. […]
https://clixio.io/wp-content/uploads/2026/06/b9d5afde415ae24b8e485030e6ab87d0-scaled.png14272560Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-18 22:55:002026-06-18 22:55:00Improved Validation & Error Handling for Meta ad campaigns
New Sidebar Toggle in Workflow Builder We’ve introduced a new toggle in the Workflow Builder, allowing you to open the common Clixio sidebar directly from within workflows. This feature provides quick access to other products, tools, and pages without leaving the builder. You can also use the keyboard shortcut Cmd+\ (Mac) or Ctrl+\ (Windows) to […]
You can now select **TikTok Interactive Messenger** as a reply channel in the **Wait → Until the Contact Replies** workflow action. This enhancement allows workflows to pause and resume based on a contact’s reply through TikTok DMs. When a workflow reaches the **Wait Until the Contact Replies** step, you can select **TikTok Interactive Messenger** under […]
Automatic Mandate Creation at Signup — The affiliate signup page now creates the payment method prior to the £1 authorisation charge. This ensures that the card is set up correctly in Stripe, which then automatically generates the e-mandate for Indian cards. Overridden Mandate Parameters for India (Tax Inclusion) — Mandate parameters are overridden to include […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-18 22:30:002026-06-18 22:30:00India Recurring Mandate Support for Affiliate & Indian Signup Pages
Based on the feedback we received, we have introduced multiple actions and triggers for Housecall Pro. The Housecall Pro integration within Workflows now encompasses the entire field-service lifecycle. There are nine triggers, which include jobs, estimates, leads, and customers, alongside fourteen actions related to customer, job, estimate, lead, and job-appointment management. This allows home service […]
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png00Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-18 22:10:002026-06-18 22:10:00Housecall Pro – More workflow actions & triggers
You can now connect Calendly directly to Workflows. There are five triggers — Invitee created, Invitee cancelled, Invitee no show created, New routing form submission, and Event cancelled — along with nine actions covering one-off meeting creation, invitee booking, event lifecycle management, no-show marking, and Calendly contact and user lookups. This enables your automations to […]
Group Your Contacts by Source in Dashboards and Reporting | Clixio Changelog New Features: You can now group Contacts widgets by Source in your dashboards and reports. Break down contact counts by their origin — quickly see which sources generate the most contacts. The same Source grouping you use for Opportunities is now available for […]
https://clixio.io/wp-content/uploads/2026/06/508edab9ddd8290d78ecf8b8727adc1a.png1484902Clixio.iohttps://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.pngClixio.io2026-06-18 19:43:002026-06-18 19:43:00Group Your Contacts by Source in Dashboards and Reporting
New MMLite Adoption Banner We’ve introduced a new MMLite adoption banner in Conversations to assist eligible WhatsApp subscribers in transitioning to the WhatsApp MMLite API version. Convenient Placement This banner appears above the message composer in Conversations, making it easier for users to discover and adopt MMLite while actively managing WhatsApp chats. What’s New ✨ […]
Improved Workflow Opening Times We have significantly enhanced the time it takes to open workflows from the Workflow list, making the transition to Workflow Builder much quicker. In many instances, initial workflow load times are now up to four times faster, allowing you to access your workflows with less waiting. Optimised Resource Loading Behind the […]
Conversations: SLA Workflow Trigger & Permissions
/in What's New? Automations, ConversationsSure! Here’s a revised version of your content for better readability, using UK English spelling and formatting with bold section headings. Until now, teams had to manually monitor conversations that were at risk of breaching or had already missed their SLA targets. With this release, SLAs are now actionable. You can automate workflows when conversation […]
In labs: Enhanced document privacy & access controls
/in What's New? Documents & ContractsOverview As agencies handle increasingly sensitive client information, having greater control over document access is more vital than ever. We are pleased to introduce enhanced document privacy and access controls for files stored in the contact record’s documents panel. This update provides users with greater flexibility in how documents are shared, enabling them to align […]
Contact detail page customization enhancements
/in What's New? AutomationsOverview We have introduced a new set of enhancements to the Contact Detail page customization, providing users with greater flexibility to personalise layouts, optimise space utilisation, and tailor the contact experience to their workflow. These updates make the contact record more adaptable while maintaining a clean and efficient user experience. What’s New? * Panels can […]
Meta Special Ad Categories – Smart Defaults and Compliance Warnings
/in What's New?Ad Manager Updates for Special Ad Category Campaigns Ad Manager now offers intelligent guidance for Meta Special Ad Category campaigns . When users select a Special Ad Category, they will receive helpful notifications, audience guidelines, and field-specific warnings to identify targeting values that may not comply with Meta’s requirements. This functionality assists users in addressing […]
Retry Failed Posts in Social Planner
/in What's New? Social PlannerWith Retry Failed Posts, you can now quickly retry or reschedule failed publishing attempts directly from Social Planner, without the need to clone posts or recreate content from scratch. 🚀 What’s New Instantly Retry Posts When a post fails to publish, you can select “Retry Now” to attempt publishing again using the original content, settings, […]
Fixed – YouTube previews now display correctly in sent emails
/in What's New? ConversationsYouTube Previews Now Display Correctly in Sent Emails When you paste a YouTube link into an email from Conversations, your recipients will now see a clickable video thumbnail that opens the video in a new tab, just as you intended. Previously, pasted YouTube links could appear as a blank rectangle in your recipients’ inboxes, even […]
🎓 Courses Experience Improvements | Clixio Changelog
/in What's New? Client PortalWe are introducing three enhancements to improve the Courses experience: a faster way to access member progress directly from Contacts, improved post-login navigation for shared course and lesson links, and more flexible drip scheduling that supports hourly content releases. These updates will help course creators manage learners more efficiently and deliver content with greater precision. […]
Campaigns on Mobile App | Clixio Changelog
/in What's New?A ground-up revamp of the Campaigns module with a cleaner interface and web-parity analytics, allowing you to search, filter, and delve into campaign performance from your phone without needing to access the desktop app. The Challenge You send email campaigns through the web, but checking their performance required switching back to the desktop. The previous […]
Google Ads Widgets for Dashboards — Your Ad Performance, Right Where You Work
/in What's New? Dashboard, Integrations, ReportingA dedicated Google Ads section is now available in the Dashboards widget panel. Connect your Google Ads account at the sub-account level once, and all 11 widgets will automatically pull data. 11 ready-to-use widgets include: Total conversions, Conversions over time, Total cost, Cost over time, Total clicks, Clicks over time, Total impressions, Impressions over time, […]
Xero Sync – Smarter Sync Control Is Here
/in What's New? CRM, PaymentsSync only the contacts you want, precisely where they belong. By connecting Xero to Clixio, you now have complete control over which contacts are synced and where they will appear. Say goodbye to unwanted vendors and suppliers cluttering your CRM. Previously, when you connected Xero, every active contact was automatically imported—without any filtering or choice. […]
Opportunity Owners & Followers in If/Else Conditions
/in What's New? Automations, Opportunities and PipelinesYou can now use **Opportunity Owners** and **Opportunity Followers** as conditions in If/Else workflow branches. This enhancement allows you to route contacts based on whether an opportunity has assigned owners or followers, addressing a previous limitation where these fields were unavailable for branching logic. When an If/Else step evaluates an opportunity, it can now check […]
Improved Validation & Error Handling for Meta ad campaigns
/in What's New?Enhanced Campaign Publishing Experience We’ve improved the campaign publishing experience for Meta campaigns in Ad Manager by introducing better validation and error handling before a campaign is published. When users click Publish, Ad Manager now checks for key campaign setup issues and highlights errors that need to be fixed before the campaign can be submitted. […]
Workflow Builder: Quick Access Sidebar Toggle
/in What's New? AutomationsNew Sidebar Toggle in Workflow Builder We’ve introduced a new toggle in the Workflow Builder, allowing you to open the common Clixio sidebar directly from within workflows. This feature provides quick access to other products, tools, and pages without leaving the builder. You can also use the keyboard shortcut Cmd+\ (Mac) or Ctrl+\ (Windows) to […]
Wait Action Enhancement: TikTok DM Replies
/in What's New? AutomationsYou can now select **TikTok Interactive Messenger** as a reply channel in the **Wait → Until the Contact Replies** workflow action. This enhancement allows workflows to pause and resume based on a contact’s reply through TikTok DMs. When a workflow reaches the **Wait Until the Contact Replies** step, you can select **TikTok Interactive Messenger** under […]
India Recurring Mandate Support for Affiliate & Indian Signup Pages
/in What's New? Affiliate Manager, PaymentsAutomatic Mandate Creation at Signup — The affiliate signup page now creates the payment method prior to the £1 authorisation charge. This ensures that the card is set up correctly in Stripe, which then automatically generates the e-mandate for Indian cards. Overridden Mandate Parameters for India (Tax Inclusion) — Mandate parameters are overridden to include […]
Housecall Pro – More workflow actions & triggers
/in What's New? Automations, CRM, IntegrationsBased on the feedback we received, we have introduced multiple actions and triggers for Housecall Pro. The Housecall Pro integration within Workflows now encompasses the entire field-service lifecycle. There are nine triggers, which include jobs, estimates, leads, and customers, alongside fourteen actions related to customer, job, estimate, lead, and job-appointment management. This allows home service […]
Calendly – Workflow Actions & Triggers
/in What's New? Automations, CRM, IntegrationsYou can now connect Calendly directly to Workflows. There are five triggers — Invitee created, Invitee cancelled, Invitee no show created, New routing form submission, and Event cancelled — along with nine actions covering one-off meeting creation, invitee booking, event lifecycle management, no-show marking, and Calendly contact and user lookups. This enables your automations to […]
Group Your Contacts by Source in Dashboards and Reporting
/in What's New? Dashboard, Opportunities and Pipelines, ReportingGroup Your Contacts by Source in Dashboards and Reporting | Clixio Changelog New Features: You can now group Contacts widgets by Source in your dashboards and reports. Break down contact counts by their origin — quickly see which sources generate the most contacts. The same Source grouping you use for Opportunities is now available for […]
MMLite Adoption Banner in Conversations
/in What's New? ConversationsNew MMLite Adoption Banner We’ve introduced a new MMLite adoption banner in Conversations to assist eligible WhatsApp subscribers in transitioning to the WhatsApp MMLite API version. Convenient Placement This banner appears above the message composer in Conversations, making it easier for users to discover and adopt MMLite while actively managing WhatsApp chats. What’s New ✨ […]
Workflow Builder – Significant Load Time Improvements
/in What's New? AutomationsImproved Workflow Opening Times We have significantly enhanced the time it takes to open workflows from the Workflow list, making the transition to Workflow Builder much quicker. In many instances, initial workflow load times are now up to four times faster, allowing you to access your workflows with less waiting. Optimised Resource Loading Behind the […]