What's New in Clive

Forms Personalization

Improvements roundup: better form exports, state field suggestions, more accessible forms
Jul 15, 2020

We love bringing you new Clive features when we can, but we also work to continuously improve Clive in small ways every day. Here are the latest improvements from the past few weeks:

  • More readable form submission exports - We've freshened up the look of CSV exports of form submissions. You'll notice some additional formatting and submission timestamps that are both human readable and sortable.
  • Suggestions when personalizing on the State field - When personalizing content on the built-in State field, you'll now get a list of states as suggestions in the value dropdown.
  • More accessible forms - We want forms to be accessible to all, so we've made key improvements to forms focused on visitors using assistive technologies.


Get to your content quicker with a default site
Jun 15, 2020

Sites are a great way to organize your Clive content, but you may have one site that you do most of your work in at any given time. You can now save time by choosing a default site to be taken to right when you log in.

In the Sites menu, click the checkmark next to a site to set it as your default site.

selecting a default site in the Sites menu

Making a site your default site pushes it to the top of the site list and you can change it at any time.

Personalization Visitors

Create reusable audiences with Segments
Apr 30, 2020

Segments are collections of visitors that match one or more rules that you define. For example, new or returning visitors, visitors in a particular geographic area, or visitors with specific explicit attributes. You can use and reuse Segments when personalizing visitor experiences such as with Smart Content or form submission actions.

viewing segment data

When personalizing content such as Smart Content or form submission actions, you can choose one or more of your existing Segments. You can also combine Segments with additional rules for greater flexibility.

personalization with segments

Read more about Segments in our knowledge base.

Forms Personalization

Personalize visitor form submission experiences with submission actions
Apr 29, 2020

Choose what a visitor sees or where they're redirected after submitting a form based on their Visitor Attributes or form submission values. We call these new targeted post-form behavior options "submission actions".

Submission actions let you show different content to different audiences or build lightweight workflows with forms.

form submission actions

Read more about Forms and submission actions in our knowledge base.

Personalization Emails

Personalized subject lines for autoresponder emails
Apr 27, 2020

Use the placeholder button ( { } ) to personalize your form autoresponder email subject lines with information about your visitor such as their name. Research shows that emails with personalized subject lines have better open rates.

email subject line personalization

Read more about Autoresponder Emails in Clive in our knowledge base.

Visitors Personalization SmartContent

Personalization by page views, visits, and search terms
Apr 13, 2020

Implicit personalization just got even more powerful with the introduction of page views, visits, and search term tracking in Clive.

Surface content related to what your visitors browsed or searched for on your site. Welcome them if it's their first visit. Or invite them to take the next step with a call to action if they've visited a few times already.

Page views and visits

Match URLs or parts of URLs to show visitors related content that might interest them based on their page views.

A visit is considered any pages viewed within 30 minutes of each other. If a visitor hasn't viewed a page in your site(s) in over 30 minutes, their next page view will be considered a new visit.

Search terms

Search terms are strings following ?s= or ?q= in the URL when a visitor submits a search query on your site. For example, in the following URL the visitor's search term is "clive":


Implicit personalization by page views, visits, and search terms are available for Team plans and higher.

SmartContent Personalization

And/Or for personalization rules
Mar 10, 2020

When personalizing Smart Content with multiple rules, you can now choose to show content to visitors who match All rules (And) or Any rules (Or) within the rule set.

The ability to group multiple conditions under a single set allows you to re-use Smart Content versions for related audiences.

For example, show location-specific content for West Coast visitors if their geolocation is "Washington", "Oregon", or "California". Or display a link to apply if a visitor checked out your admissions or student life pages.


Notifications Forms

Route submission notifications based on form values
Dec 18, 2019

Route form submission notifications based on values submitted by your visitors. Send requests to the appropriate department contact based on a visitor's selected area of interest, or build lightweight workflows by routing submissions to the appropriate team for processing.

Check it out in the new Notifications area accessible from the form preview.

notifications button


Delete individual form submissions
Dec 02, 2019

You can now delete individual form submissions when viewing them. Great for when you're testing a form but don't want those submissions to impact your conversion rate.

delete form submission button


Indicate optional or required fields
Nov 11, 2019

Select whether optional fields or required fields are visually indicated on your form.

optional required toggle

If selected, required fields will be indicated by an asterisk (*) but we encourage you to choose to indicate optional fields and use optional fields sparingly. It not only reduces visual clutter, but asking only what you need from your visitors increases the likelihood they'll complete your forms.


  • Visitors
  • Forms
  • Emails
  • Personalization
  • Notifications
  • SmartContent
  • Administration