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Memberships (Courses) Updates : Payments & bother fixes

August 9, 2024/in What's New? Integrations, Memberships, Payments

Get ready to pay your way with our Membership Preview app! 💰 We’ve added iDeal, Bancontact, and SEPA Debit, so you can kiss card-only payments goodbye. Now you’ve got options, and who doesn’t love options? iDeal: Pay like a pro, straight from your Dutch bank account. Bancontact: Belgium’s favourite is now at your fingertips for […]

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Client Portal – Kollab Whitelabel Automation & Other fixes

August 9, 2024/in What's New? Automations, Client Portal, Dashboard

Client Portal – Kollab Whitelabel Automation & Other fixes | Clixio Changelog Bug Fixes/ Enhancements: Added help text on the Client Portal Branding page to clarify the use of each part on the Dashboard. This was done to avoid confusions, as per user feedback. Updated portal icons to be visible in emails once uploaded, replacing […]

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Account Dashboards: Attribution Parameters on Opportunity Widgets

August 9, 2024/in What's New? Dashboard, Opportunities and Pipelines

We’re thrilled to announce a major update to our Opportunity widgets: Attribution and UTM parameters are here! Opportunity attribution widgets enable users to identify which channels, campaigns, or team efforts are most effective in driving sales opportunities and generating revenue. Attribution Property: Filter opportunities based on First or Last attribution with our new Attribution property […]

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YouTube Live Support in Email Campaigns!

August 9, 2024/in What's New? Integrations

**We’re thrilled to introduce YouTube Live stream support to our video element** Previously, our video element did not support live streaming, limiting users’ ability to integrate and display live YouTube broadcasts in emails. Added Support for YouTube Live: Implemented functionality to embed YouTube Live streams directly into the video element, facilitating the integration of live […]

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Documents and Contracts: One time products in recurring product lists

August 9, 2024/in What's New? Documents & Contracts

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 […]

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Chat Widget Upgrade 😇 | Clixio Changelog

August 8, 2024/in What's New? Chat Widget

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 […]

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Field Spacing in Forms and Survey are now LIVE 🚀🚀

August 8, 2024/in What's New? Forms, Surveys

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 […]

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Math Calculation in Forms/Surveys 😎😎

August 8, 2024/in What's New? Forms, Surveys

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 […]

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Voice billing and security changes

August 8, 2024/in What's New? Conversations

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 […]

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WhatsApp: Voice Note | Clixio Changelog

August 8, 2024/in What's New? CRM

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 […]

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GPT Action – New Model Types Launched

August 7, 2024/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 […]

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Communities – Updates & Enhancements

August 7, 2024/in What's New? Communities, Integrations, Payments

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 […]

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Account Reporting: Enhancement and Fixes

August 7, 2024/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 […]

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Account Dashboard: Sales Efficiency Widget on Dashboard

August 7, 2024/in What's New? Dashboard, Opportunities and Pipelines

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. […]

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Prospecting Tool – New Enhancements to Marketing Audit Report 🔍

August 7, 2024/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 […]

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Introducing History for GPT actions (AI Memory Key)

August 6, 2024/in What's New? Automations

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 […]

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Invoices: New workflow statuses – Viewed, Partially Paid, Void

August 6, 2024/in What's New? Automations

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 […]

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Documents and Contracts: UX Bug Fixes

August 5, 2024/in What's New? Dashboard, Documents & Contracts

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 […]

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Addition of new elements in Blog Site Builder😁

August 5, 2024/in What's New? Blogs, Funnels and Websites

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 […]

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Documents and Contracts: UX improvement- Template builder

August 5, 2024/in What's New? Automations, Documents & Contracts

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 […]

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RSS feed: Latest Feature Updates Latest Feature Updates

  • Introducing Recommendations & Error Detection in Forms, Surveys & Quizzes October 21, 2026
  • Introducing the Quiz Element in Funnels & Websites! October 21, 2026
  • Action needed: move your WhatsApp marketing to MM Lite before October 2027 October 19, 2026
  • Get the right ad platform on your number pool calls October 16, 2026
  • Send number pool calls to multiple users who can answer it on any device they choose October 16, 2026
  • Localized Gift Card Communications | Clixio Changelog October 15, 2026
  • A rebuilt WhatsApp template builder, plus per-contact media October 15, 2026
  • Checkout upgrades for AI Studio Payments October 15, 2026
  • AI Studio Chat Widgets: Native Live Chat Built Into Your AI Studio Apps October 14, 2026
  • Enable or Disable Features for Multiple Accounts at Once October 14, 2026
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