Zoom for Bookings, Custom Form Success Pages & Open-Tracking Consent

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New Features

Zoom for Bookings New

You can now connect Zoom to your booking module, so a Zoom meeting is created automatically whenever someone books time with you.

Connect your Zoom account per workspace, and from then on every booking creates a Zoom meeting, reschedules update it, and cancellations remove it, with no manual steps. Google Calendar and Zoom now run as separate pipelines, so a booking still lands on your calendar even if one side has an issue, and neither blocks the other.

Example

  • Automatically create a Zoom meeting whenever a client books a call.
  • Have the Zoom link update itself when a booking is rescheduled.
  • Remove the Zoom meeting automatically when a booking is cancelled.
  • Connect or disconnect your Zoom account per workspace.

This makes Zoom bookings fully hands-off, from the first invite to the final reminder.

Email Open-Tracking Consent New

Contacts can now opt out of email open-tracking on its own, without having to unsubscribe from your emails entirely.

This supports the French CNIL requirement, in effect since April 2026, that open-tracking pixels used for marketing need their own consent, separate from consent to receive the emails. There is a new workspace setting to require tracking consent, which is off by default, so nothing changes for you unless you turn it on. When it is on, new contacts start with tracking withheld until they opt in. Consent can be collected through a toggle on the preferences page and an optional checkbox at double opt-in confirmation, and a new {{tracking_preferences_url}} merge tag links people straight to it. Open rates now account for recipients whose pixel was withheld, so your numbers stay accurate as opt-outs grow.

Example

  • Let privacy-conscious contacts stop open-tracking while still receiving your emails.
  • Turn on a workspace-wide tracking-consent requirement to meet CNIL rules.
  • Add a tracking preference link to your emails with a single merge tag.

This gives you a compliant way to respect tracking preferences without losing subscribers.

Improvements

Custom Success Pages for Forms Improved

You can now design a custom success page that appears after someone submits your form, instead of only showing a message or a redirect.

Build the page in the landing page builder just like the rest of your landing pages, and it displays inline right after submission. A variable picker lets you drop in submitted details, so the page can greet people by name or reflect what they entered, and those values are filled in at the moment the page is shown. The existing message and redirect options still work exactly as before if that is all you need.

Example

  • Show a branded thank-you page after a signup instead of a plain message.
  • Greet people by name on the success page using their submitted details.
  • Give clear next steps right on the confirmation screen.
  • Keep using a simple message or redirect where that is enough.

This makes the moment right after submission feel like part of your brand rather than an afterthought.

Partial Submissions for Multi-Step Forms Improved

Multi-step forms can now save what someone has entered on each step, even if they never reach the end and submit.

This is an opt-in setting that is off by default. When you turn it on, each completed step is saved as a partial submission, so you can see how far people got and what they entered before dropping off. Partial submissions appear in your normal submissions list, marked as partial. Forms without the setting enabled behave exactly as before.

Example

  • See where people abandon a long multi-step form.
  • Recover details someone entered on step one but never completed.
  • Spot which step causes the most drop-off so you can fix it.
  • Leave the feature off on forms where you only want completed submissions.

This turns abandoned forms into something you can learn from and follow up on.

Step-Level Email Engagement in Branch and Filter Improved

Automation Branch and Filter conditions can now check engagement with a specific email step inside an automation, not just overall engagement.

Previously you could branch on lifetime engagement, such as whether a contact had ever opened an email. Now you can ask about one particular step, for example whether a contact opened the Welcome Email step or clicked a specific link in it. You can match on opened, not opened, clicked any link, clicked a specific link, opened without clicking, and similar combinations. A picker lists the email steps in the automation by their subject line, so you can choose the right one without opening each node.

Example

  • Branch contacts based on whether they opened your Welcome Email specifically.
  • Follow up only with people who clicked a particular link in one email.
  • Route people who opened an email but did not click into a separate path.
  • Pick the exact email step from a list instead of guessing.

This gives you much finer control over automation paths based on how people react to individual emails.

Trigger Automations from Bulk Tag and List Actions Improved

Bulk tag and list actions can now optionally trigger the automations connected to those tags and lists.

When you bulk-add or remove tags or lists across many contacts, you can choose whether that should fire any automations set up on them. It is off by default, so bulk actions stay quiet unless you opt in. When you do turn it on, automations only fire for genuine changes, so re-applying a tag a contact already has will not trigger anything.

Example

  • Bulk-add a tag and have its welcome automation run for each contact.
  • Move many contacts onto a list and start its nurture sequence.
  • Keep a large cleanup silent by leaving the option off.
  • Avoid duplicate triggers when re-applying tags contacts already have.

This gives you control over whether large tag and list changes should set your automations in motion.

Contact Language No Longer Defaults to English Improved

New contacts no longer have their language set to English automatically when it is not actually known.

Previously every contact was created with English as their language by default, even when their real language had not been captured. The language field is now left empty until it is genuinely known, which keeps language-based segmentation and any language-specific content accurate instead of assuming everyone is English.

Example

  • Keep language-based segments accurate instead of showing every contact as English.
  • Send language-specific emails only to contacts whose language you actually know.
  • Avoid wrongly assuming a contact’s language before you have captured it.

This keeps your language data honest, which matters as soon as you send in more than one language.

Bug Fixes

Booking Widget Layout on Narrow Embeds Fixed

Fixed an issue where the booking widget’s calendar and time slots broke visually when embedded in a narrow space, such as a WordPress sidebar or a SureDash panel. Slot labels could overlap or become garbled, and two-digit dates could wrap onto two lines. The calendar and time slots now collapse cleanly into a single column based on the space actually available, and the loading state matches the final layout so there is no visual jump once the widget loads.

Team SureContact
August 16, 2026

Shopify Integration, Export Filters & Custom Field Sorting

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New Features

Shopify Integration New

Connect your Shopify store directly from SureContact using your own Shopify custom app credentials (Client ID and Client Secret), no app review or shared OAuth app required.

The connect dialog walks you through creating a custom app in your Shopify Developer Dashboard, adding the required API scopes and redirect URL, and pasting in your Client ID and Client Secret. Once connected, configure which contacts sync, map Shopify fields to SureContact fields, and control tag syncing — all from the Integrations page.

Example

  • Connect your Shopify store using your own app credentials, right from the Integrations page.
  • Follow step-by-step setup instructions with copyable scopes and redirect URL.
  • Configure field mappings and tag sync before the initial backfill runs.
  • Track sync progress and see created/updated contact counts live.

This makes setting up Shopify a short, self-contained flow instead of a round trip between two apps.

Improvements

Tag and List Filters on Contact Exports Improved

The Create Contact Export sheet now includes a Filters section, so you can narrow down which contacts get exported.

Alongside choosing your fields, you can now select one or more tags and one or more lists, including dynamic lists. Contacts matching any of your selected tags and belonging to any of your selected lists will be included. Leaving both filters empty still exports all contacts, exactly as before.

Example

  • Export only the contacts carrying a specific tag.
  • Export the members of one or two lists rather than your whole database.
  • Combine a tag and a list to export a tightly defined segment.
  • Keep exporting everything by leaving the filters untouched.

This saves you from exporting a full contact list and then filtering it in a spreadsheet.

Sort Contacts by Custom Field Improved

You can now sort your contacts by any Date or Timestamp custom field, oldest first or newest first.

Open the filter icon on a Date or Timestamp custom field column and you will find two new options at the bottom of the dropdown: Sort: Oldest first and Sort: Newest first. Sorting applies straight away without changing any filters you have set. Contacts with no value in that field are placed last. Custom field sorting and standard column sorting (such as Created or Updated) work one at a time, so choosing one clears the other.

Example

  • Sort by a Renewal Date field to see which contacts are due soonest.
  • Find your longest-standing customers using a custom Signup Date field.
  • Review the most recently updated records for a date field you track manually.
  • Keep your existing column filters in place while changing the sort order.

This gives you the same sorting control over your own fields that you already had over SureContact’s built-in ones.

Bug Fixes

Google Fonts on the Email Canvas Fixed

Fixed an issue where a template using a Google web font, either as the base font or on an individual element, showed a fallback font on the editor canvas after a page refresh. The correct font only appeared once you opened the Styles or Settings panel or the font picker. Fonts used in the template now load as soon as the editor opens.

Test Email Sender in the Full-Screen Editors Fixed

Fixed an issue where test emails sent from inside the drag-and-drop, rich text, or custom HTML editors arrived from the workspace’s default sender instead of the campaign’s own configured sender. Test emails from these editors now use the campaign’s sender. Also fixed a related display issue where the Send From (SMTP) dropdown on the Subject step reset to Default when you navigated back to it, for campaigns whose sender address was typed in directly. The saved sender details were never lost, only shown incorrectly.

Team SureContact
July 15, 2026

Global Search, Smarter Email Link Triggers & Workflow Table Sorting

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New Features

Global Search New

We’ve introduced a Global Search bar to help you navigate SureContact faster than ever.

Instead of browsing through menus to find a page or feature, type what you’re looking for into the Global Search bar and jump directly to the relevant section with a single click.

Example

  • Search for Contacts and navigate directly to the Contacts page.
  • Find Campaigns, Automations, Bookings, Companies, or other modules instantly.
  • Quickly access platform pages without navigating through the sidebar.
  • Save time when working across multiple features throughout the day.

This helps you move around the platform more efficiently and improves your overall workflow.

Specific Link Picker for Email Link Clicked Trigger New

The Email Link Clicked trigger now supports selecting a specific link for Campaigns, Automations, and Sequences.

Now you can choose an individual link, and the automation will only run when that exact link is clicked.

Example

  • Trigger an automation only when a user clicks the Pricing link in your email.
  • Start a follow-up sequence when someone clicks your Book a Demo button.
  • Apply a tag when recipients click a Download Guide link.
  • Ignore clicks on unsubscribe, preference center, or other unrelated links.

This gives you much more precise engagement tracking and enables highly targeted automation workflows.

Improvements

Workflow Table Sorting Improved

You can now sort workflows using the following columns:

Each column supports both ascending and descending sorting.

Example

  • Find your most frequently executed workflows.
  • Quickly identify workflows that haven’t run recently.
  • Sort by recently updated workflows to review your latest changes.
  • Organize large workflow lists more efficiently.

This makes it easier to manage and locate workflows as your automation library grows.

Bug Fixes

Form Accessibility Improvement   Fixed

Fixed an accessibility issue where the honeypot anti-spam field rendered by the Form Widget and Hosted Forms did not have an associated label, causing Google PageSpeed and Lighthouse to report an accessibility warning.

Team SureContact
July 7, 2026

WS Form Integration — Instantly Sync Form Submissions to SureContact

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New Features

WS Form Integration New

SureContact now integrates with WS Form, making it easy to automatically capture form submissions as contacts in your CRM.

Simply create a WS Form Integration Rule inside the SureContact plugin, select the form you want to connect, and map your WS Form fields to SureContact contact fields. From then on, every new form submission will automatically create or update a contact in SureContact.

This eliminates manual data entry and ensures every lead collected through WS Form is immediately available for segmentation, automations, campaigns, and follow-ups.

Example

  • Connect your Contact Us form to automatically create new contacts in SureContact.
  • Capture lead generation form submissions and instantly add them to your CRM.
  • Map custom fields (such as Company, Phone Number, or Job Title) directly into SureContact.
  • Trigger automations, send welcome emails, or assign tags as soon as someone submits a WS Form.

This integration helps you turn every WS Form submission into an actionable contact, allowing you to automate your follow-up process from the moment a lead is captured.

Team SureContact
July 2, 2026

Group Bookings, Booking Controls & Enhanced Email Automation Triggers

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New Features

Group Booking New

You can now create Group Booking events in SureContact.

Previously, Bookings only supported one-on-one meetings. With this release, you can create events that allow multiple attendees to join the same session and define the maximum number of participants for each booking.

This makes it easy to host webinars, workshops, training sessions, office hours, onboarding calls, or any event where multiple attendees join together.

Example

  • Host a weekly product demo for up to 50 attendees
  • Schedule team onboarding sessions for new customers
  • Run live Q&A or coaching sessions with multiple participants
  • Create workshops, webinars, or classroom-style events

This allows you to manage both one-on-one and group meetings directly from SureContact.

Booking Rescheduling Controls New

You can now control whether attendees are allowed to reschedule their bookings by using the new Allow Rescheduling toggle available in Event Types.

If rescheduling is enabled, attendees can choose a new available time using their booking links.

If disabled, rescheduling will be disabled for attendees.

Example

  • Allow prospects to reschedule sales calls without contacting your team
  • Prevent customers from rescheduling fixed training sessions or webinars
  • Keep appointment schedules locked for high-demand events
  • Give hosts complete control over meeting schedules when required

This gives you greater flexibility to manage different booking scenarios based on your business needs.

Improvements

Email Opened & Email Link Clicked Triggers Now Support Automations and Sequences Improved

The Email Opened and Email Link Clicked automation triggers now support Campaigns, Automations, and Sequences.

Previously, these triggers could only monitor emails sent through Campaigns. Now you can also trigger automations when recipients open emails or click links sent from your automated workflows and email sequences.

Example

  • Trigger a follow-up workflow when a user opens an onboarding email from a Sequence
  • Tag contacts who click a pricing link inside an Automation email
  • Notify your sales team when a prospect engages with a Sequence email
  • Build advanced engagement automations across Campaigns, Automations, and Sequences

This gives you much more flexibility to build engagement-based automations across every email sent from SureContact.

Team SureContact
June 23, 2026

Automation Library & Expanded Language Support

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New Features

Automation Library New

We’ve added a dedicated Automation Library inside SureContact with ready-to-use automation templates to help you get started faster.

The library includes prebuilt workflows for common CRM use cases, so you don’t have to build everything from scratch.

Available automation categories:

Example

  • Launch a welcome onboarding journey in minutes
  • Re-engage inactive contacts automatically
  • Create nurture sequences without building complex workflows manually
  • Start with proven automation structures and customize them for your business

Link Contacts During Company Creation New

Inside the Add Company flyout, we’ve added a new Link Contacts option.

You can now select and associate multiple contacts directly while creating a company instead of linking contacts later.

Example

  • Create a company and immediately attach all relevant contacts
  • Assign decision-makers and team members during company setup
  • Reduce manual steps after company creation
  • Organize company-contact relationships more efficiently

Improvements

Expanded Plugin Language Support Improved

SureContact Plugin now supports translations for the top 20 languages.

The plugin automatically follows the language selected in your WordPress profile and displays SureContact in that language when supported.

Supported languages:

Example

  • Use SureContact in your preferred language automatically
  • Improve adoption for international teams
  • Create a more localized and comfortable CRM experience

This makes SureContact more accessible for global users and multilingual teams.

Team SureContact
June 22, 2026

Folder Organization, Test Automation & Global Experience Improvements

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New Features

Folder Support for Campaigns, Email Templates & Automations New

You can now organize your Campaigns, Email Templates, and Automations using folders to keep your workspace structured and easier to manage.

With folder support, you can group related assets together and create a cleaner workflow as your account grows.

Example

  • Create separate folders for Marketing Campaigns, Newsletters, and Promotions
  • Organize email templates by brand or use case
  • Group automations by department, lifecycle stage, or business process
  • Reduce clutter and find content faster

Test Workflow Before Publishing New

You can now test workflows directly inside the Workflow Builder canvas before publishing them.

This allows you to validate workflow behavior, review execution results, and ensure everything is configured correctly before enabling it for real users.

What happens during testing:

Example

  • Verify welcome sequences before enabling them
  • Confirm conditions and branches work correctly
  • Validate email content and workflow logic before going live
  • Catch issues early without waiting for real execution timing

Edit Campaigns While in Paused State New

You can now edit campaign content even when a campaign is in the Paused state.

This gives you more flexibility to update campaigns without needing to recreate or duplicate them.

Example

  • Pause a campaign and update email copy
  • Fix links or images before resuming
  • Make content changes after internal review
  • Continue sending without starting from scratch

Improvements

Expanded Language Support Improved

SureContact now includes i18n support for 14 additional languages to make the platform more accessible globally.

Newly supported languages:

Example

  • Work in your preferred language
  • Enable better collaboration across international teams
  • Improve adoption for regional users

New Booking Automation Actions Improved

Automation workflows now support booking actions for managing appointments automatically.

New actions added:

Example

  • Automatically create bookings after form submissions
  • Cancel meetings when a workflow condition is met
  • Reschedule appointments based on customer actions
  • Build end-to-end booking automation flows

Bug Fixes

Campaign Sending Rate Accuracy Fix  Fixed

Fixed an issue where campaign emails were not being sent according to the configured rate-per-minute limit.

Campaign sending now correctly follows the configured throughput settings.

HTML Editor & Email Rendering Improvements Fixed

Improved the HTML editor experience along with email rendering reliability.

Fixes include:

Mobile Image Styling Fix  Fixed

Resolved an issue where image alignment, margins, and border radius settings were not being applied correctly in generated email HTML on mobile devices.

Emails now render more consistently across devices.

iframe Embedding Compatibility Fix  Fixed

Resolved an issue where iframe embedding was blocked due to CSP frame-ancestors restrictions.

Embedded content now works more reliably where supported.

Team SureContact
June 2, 2026

Booking System, Companies, Multi-Step Forms & Conditional Email Content

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New Features

Booking System New

You can now create and manage bookings directly inside SureContact without relying on external scheduling tools. Create different event types such as Online Meetings, Phone Calls, or In-Person Meetings and share your booking link with users. All bookings are tracked inside SureContact, and users can also reschedule or cancel their bookings easily.

Example

  • Create 15-minute to 120-minute duration meeting events.
  • Share booking URLs with prospects or customers for easy scheduling
  • Track all bookings directly inside SureContact
  • Allow users to reschedule or cancel bookings without manual intervention
  • Replace external tools with SureContact’s built-in booking system

Companies New

You can now organize and manage contacts based on their companies inside SureContact. Assign contacts to companies and better structure your CRM data for account-based workflows and segmentation.

Example

  • Group contacts under their respective companies
  • Assign multiple contacts to the same company
  • Better organize B2B customer data
  • Improve filtering and segmentation based on company relationships

Multi-Step Forms New

Forms now support multi-step layouts, allowing you to create advanced forms such as surveys, onboarding forms, lead qualification forms, and more. These forms can also be embedded directly into landing pages.

Example

  • Create onboarding flows with multiple steps
  • Build detailed survey or application forms
  • Reduce form overwhelm by splitting fields into steps
  • Embed multi-step forms directly on landing pages

Rich Text Static Field in Forms New

A new Rich Text Static Field has been added to forms. This field allows you to display static content such as disclaimers, instructions, notes, or important messages inside forms without allowing users to edit them.

Example

  • Add disclaimers before form submission
  • Display onboarding instructions or important notes
  • Show terms, policies, or informational content inside forms
  • Improve form clarity with formatted static content

Inline Conditional Blocks in Email Editors New

Inline Conditional Block support is now available across all three email editors — Rich Text, Drag & Drop, and Custom HTML. You can now display different email content to different users based on conditions directly inside the email body.

Example

  • Show different content to premium and free users
  • Personalize offers based on contact data
  • Display region-specific or audience-specific messaging
  • Add fallback content when conditions are not met

New Automation Trigger — Sequence Exit Condition Met New

A new automation trigger called Sequence Exit Condition Met has been added to Automation Events. This trigger executes whenever a sequence exits because its configured exit condition has been satisfied.

Example

  • Trigger follow-up workflows when a subscriber exits a sequence
  • Automatically tag users after sequence completion conditions are met
  • Build advanced automation flows based on sequence behavior

Subscriber Activity Tracking in Sequences New

You can now view detailed subscriber activity inside sequences. Track how individual subscribers interact with each sequence step and monitor engagement more effectively.

Example

  • View subscriber engagement for each sequence step
  • Track email opens, clicks, and progression inside sequences
  • Better analyze subscriber journey and behavior

Improvements

Landing Page Full Width Editing Mode Improved

Landing Pages now support a Full Width editing mode, allowing you to create and edit pages using a single full-width layout instead of being restricted to multiple predefined layouts.

    Bug Fixes

    Contact Subscription Status Update for Existing Contacts  Fixed

    Fixed an issue where webhook payloads updated Subscription Status only for new contacts, while existing contacts were not updating correctly, causing workflow branch conditions to break due to outdated contact field values.

    Team SureContact
    May 19, 2026

    Customize Sidebar, New Landing Page Integrations & SMTP Improvements

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    New Features

    Customize Sidebar New

    You can now fully customize the sidebar navigation from the Settings menu to match your daily workflow. Pin your most-used menus to the top for quicker access and hide menus you rarely use to keep the interface clean and distraction-free.

    Example

    • Pin Contacts, Automations, and Campaigns at the top for faster daily access
    • Hide menus you don’t use regularly to simplify the sidebar experience
    • Create a cleaner workspace for your team based on their role or workflow

    6 New Landing Page Integrations New

    We’ve added 6 powerful integrations to the Landing Page Builder — Calendly, Cal.com, Typeform, Tally, Google Maps, and Loom. You can now embed these services directly on your landing pages and let visitors interact without leaving the page.

    Example

    • Embed a Calendly or Cal.com scheduler so visitors can instantly book meetings
    • Add Typeform or Tally forms to collect leads, feedback, or survey responses
    • Embed Loom videos to explain your product or share onboarding walkthroughs
    • Add Google Maps to display your office or event location directly on the page

    Improvements

    Auto-Select Account Email for Test Emails Improved

    Your account email address is now automatically selected when sending test emails from Campaigns, Automations, Sequences, and other email editors.

    Example

    • Send a quick test email to yourself without manually entering an email address every time
    • Speed up email testing during campaign creation or workflow setup

    Workflow Builder UI Enhancements Improved

    We’ve optimized the Workflow Builder node UI along with several other platform interface improvements to make the overall experience cleaner, smoother, and easier to use.

    Simplified Internal SMTP Setup Experience. Improved

    The SMTP page has now been redesigned with two dedicated tabs:

    We’ve also simplified the Internal SMTP setup process with clearer onboarding instructions and a more user-friendly flow.

    Example

    • Easily distinguish between external and internal sending providers
    • Follow guided setup steps to configure Internal SMTP faster
    • Better visibility into your sending configuration setup

      Bug Fixes

      Contact Profile UI Fix for Long Tags   Fixed

      Fixed an issue on the Contact Profile page where adding a tag with a long name made the “+ List” button unclickable. Users can now add lists normally, even when long tags are present.

      Team SureContact
      May 12, 2026

      Gradual Sending, Nested List Support, Sending Rate Per Minute, and Bug Fixes

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      New Features

      Gradual Send for Campaigns New

      You can now gradually send campaign emails by starting with a lower sending rate and automatically increasing it over time.

      • Bounce spikes
      • Spam complaints
      • SMTP reputation issues

      What you can configure:

      • Starting sending rate (emails/minute)
      • Ramp-up duration using preset or custom hours
      • Safety thresholds:
        • Conservative
        • Balanced
        • Aggressive

      Example use case

      • Sending a campaign to 50,000 contacts from a newly warmed-up domain:
        • Start slowly at 100 emails/minute
        • Gradually increase over a few hours
        • Auto-pause if bounce rates increase unexpectedly
        • Protects domain reputation while maximizing delivery success

      Nested List Support in Email Template Builder New

      The List element inside the Email Template Builder now supports nested lists using the Tab key.

      How this helps you

      • Create cleaner and more structured email content
      • Design professional-looking step-by-step guides or feature breakdowns
      • Improve readability for longer emails

      Example use case

      • Step 1
        • Create account
        • Verify email
      • Step 2
        • Connect integrations
        • Launch first campaign

      Sending Rate Updated from Per Second → Per Minute New

      Campaign sending rate configuration is now simplified and changed from per second to per minute.

      How this helps you:

      • Easier and more intuitive sending configuration
      • Better understanding of actual sending speed
      • Improved control for both small and large campaigns

      Example use case

      • 500 emails/minute
      • 2000 emails/minute
      • 6000 emails/minute

      Bug Fixes

      Pagination Issue in Tag & List Trigger Dropdowns FIXED

      Resolved an issue in the Sequence Editor where tag and list-related triggers only displayed a limited number of tags or lists due to pagination problems.

      What’s improved:

      • All tags and lists now load correctly in selection dropdowns
      • Easier automation setup for accounts with large datasets
      • No missing options while configuring triggers