What's New in SureContact

New Features

Show, Hide and Reorder Profile Fields New

You can now choose which standard fields appear on contacts, companies, and deals, and in what order.

A new Profile Fields page in Settings has a section for Contacts, Companies, and Deals. Drag fields into the order you want and hide the ones your team does not use. Your choices apply everywhere the record is shown: the contact detail page, the Add New Contact form, the company Overview tab, the Add Company form, the deal Info tab, and the Add Deal form. Contacts now also show the company they are linked to. Email for contacts and Name for companies are always shown.

This keeps every profile focused on the information that matters to your business.

Send Conversation Replies From Your Own Mailbox New

Replies in Conversations now go out through the SMTP configuration that matches your mailbox, so they come from the same address the email was sent to.

When you connect a Gmail mailbox over IMAP, you can tick a box to set up Gmail SMTP sending at the same time, using the same login. Replies, new emails, drafts, and emails sent from a deal then use the SMTP configuration whose sender address matches the mailbox. If there is no match, your workspace default is used, as before. If no SMTP configuration exists at all, you now see a clear “No SMTP configured” message with a button to add one, instead of a general error.

This means contacts see replies from the address they wrote to, and replies are less likely to land in spam.

Custom Field Sections for Companies and Deals New

Company and deal custom fields can now be grouped into sections and reordered, just like contact custom fields.

On the company and deal custom fields settings pages, switch to grouped view to create sections, drag sections into order, and move fields between them. Fields that are not in a section can also be reordered. When you add or edit a custom field, you can choose its section.

This keeps company and deal records tidy as you add more custom fields.

Favicon for Your Public Pages New

You can now upload a favicon in Brand Settings, and it shows on your public pages instead of the SureContact icon.

The new Favicon field sits next to Logo in Brand Settings. Your favicon shows in the browser tab on the unsubscribe, preferences, and manage preferences pages, and on your custom pages. If you do not upload a favicon, the default icon is shown.

This makes every page your contacts see look like your brand.

Public Descriptions for Lists New

You can now add a description to a list that your contacts see on the manage preferences page.

When a list is shown in preferences, a new “Description for recipients” field appears under its display name, with up to 500 characters. The description shows under the list name on the manage preferences page. It is separate from the list’s internal description, which contacts never see.

This helps contacts make informed choices, so fewer of them unsubscribe from everything.

Improvements

Fewer False Flags in Content Moderation Improved

Emails flagged by AI content moderation are now checked a second time before they are blocked.

When the first check flags an email, a second, more accurate check reviews the same content. If it finds the email is fine, the flag is removed and you can send. The second check can only remove a flag. It never adds one, and content that is clearly not allowed stays blocked. This applies to campaigns and automation emails.

This means fewer of your legitimate emails get blocked.

More Reliable Preference and Unsubscribe Pages Improved

The unsubscribe, preferences, and manage preferences pages now load faster and more reliably.

These pages now tell SureContact as soon as they have loaded, so contacts no longer wait for a timeout or see a fallback message on a page that loaded correctly.

This gives your contacts a smoother experience when they manage their subscriptions.

New Features

Ask for Human Review New

If AI content moderation flags an email, you can now ask our team to review it rather than being stuck with a blocked send. This works for campaigns, A/B test variants, automation emails, and sequence emails.

When an email is flagged, an “Ask for human review” button appears in the Pre-Send Analysis panel in all editors (drag-and-drop, rich text, and custom HTML) and on the campaign page. You can add an optional note for our team. While the request is open, the email shows an “In review” state, so you always know where it stands. When it is approved you get an email and an in-app notification, and the email can then be sent. Content that is clearly harmful, such as phishing or malware, stays blocked and cannot be approved through review. Editing an email after you request a review resets the request, so you will be asked to confirm before you open the editor.

This means a flag from the AI no longer has to be a dead end. A real person can confirm your email is fine.

Shareable Campaign Report Link New

You can now share a sent campaign’s performance report with anyone through a public link, without giving them access to your account.

Create a link from a sent campaign and choose when it expires: never, or after 7, 30, or 90 days. You can also add a password. The shared report shows the email as recipients saw it, along with key stats: opens, clicks, bounces, spam reports, a delivery breakdown chart, link click counts, and a day-by-day opens and clicks timeline. It also lists the lists and tags the campaign was sent to. Internal details such as your sending settings are never included, and only campaigns that have already been sent can be shared.

This makes reporting on your campaigns as easy as sending a link.

Attachments in Conversations New

You can now send and receive file attachments in Conversations.

Attach files when you write a new email, reply to a contact, or email from a deal, using the “Add attachment” button next to the Attachments label. Attachments sent to you by contacts also show up on the message, and you can download them. Files you attach to a draft are saved with the draft, so they are still there when you come back to send it. Attachments work with SMTP mailboxes as well as built-in sending.

This lets you handle the whole conversation inside SureContact, files included.

“No List” and “No Tag” Recipient Filters New

When choosing campaign recipients, you can now target contacts who are not on any list or do not have any tag. You can also exclude them.

Next to the list and tag selectors in the Recipients step, there are new “No List” and “No Tag” checkboxes for both including and excluding contacts. The recipient count estimate and the review summary both reflect these choices.

This helps make sure no contact gets missed, or emailed by mistake.

Improvements

Smarter Pasting in the Email Builder Improved

Pasting formatted text into the drag-and-drop email builder now creates separate blocks for each heading, paragraph, and list, instead of putting everything in one block.

You can paste content from a document or web page and get headings, paragraphs, and lists as their own elements, each ready to style. Markdown, such as text copied from a .md file or an AI chat reply, is detected and converted automatically. Pasted content now keeps its original alignment, and bold or other inline formatting inside list items is applied correctly. New header and text elements also start with 12px of padding, which you can change in the style panel.

This means much less clean-up after pasting content into your emails.

Custom Field Ordering and Required Fields Improved

You can now reorder custom fields that are not in a section, and the order you set is used across your contact screens.

On the custom fields settings page, you can drag fields under Uncategorized into the order you want, just like fields inside sections. The contact detail page and the Add New Contact form now show fields in that order. In the Add New Contact form, field groups that contain a required field now open by default, so you do not miss anything you need to fill in.

This makes adding and reviewing contacts faster and more predictable.

New Features

Campaign Categories New

You can now group your campaigns into categories and let contacts opt out of a category without unsubscribing from everything.

Create your own categories in Settings, under Campaign Categories, each with a name, description, and color, and mark one as the default for new campaigns. When you build a campaign, pick its category in the settings step. Contacts can then choose which categories they want to keep receiving on their preferences page, so someone can stop your newsletters while still getting your product updates. Recipient counts take these choices into account, so your estimated audience already reflects who has opted out of that category.

This gives your contacts finer control over what they hear from you, which helps keep them subscribed.

Unified Preference Center New

There is now a single preference page where contacts can manage everything about the emails they receive from you, in one place.

The new page brings together list subscriptions, email category choices, and tracking consent, with a clearly visible “Unsubscribe from all emails” option kept as a secondary action. Contacts land on a preferences-first screen rather than a bare unsubscribe page, so they are more likely to adjust what they receive instead of opting out completely. Your existing unsubscribe and preferences links keep working exactly as before.

This turns the unsubscribe moment into a chance to keep the relationship rather than lose it.

Configurable Booking Fields New

You can now collect extra information on your booking form, set per event type, beyond the standard name, email, phone, and notes.

Open an event type and use the new Booking Fields tab to add the questions you want to ask. You can pick from a set of standard fields or any of your workspace’s custom fields, and mark each one as required or optional. The fields then appear on the public booking widget for that event type, and the answers are saved with the booking.

This lets you gather what you need up front, so you are ready before the meeting starts.

Improvements

Multi-Language Booking Widget and Pages Improved

Your public booking widget and hosted booking pages now display in your visitor’s language, across 22 supported languages.

The booking widget, the hosted booking pages, and the reschedule and cancel pages all pick up the right language automatically, based on the visitor’s browser or the page settings, including right-to-left languages. Dates, times, and day names are formatted for each language too. English pages look exactly as they did before, and existing embed setups keep working with no changes needed.

This makes your booking experience feel local to visitors wherever they are.

Bug Fixes

Form Date Fields Now Save in the Correct Format Fixed

Fixed an issue where dates submitted through connected forms in a day/month/year format (such as dd/mm/yyyy) could reach SureContact with the day and month swapped, or fail to save at all. Dates are now read using the format the form actually uses, so a date like 07/09/2026 is stored correctly as 7 September 2026, and invalid dates are no longer saved as raw text. This applies to forms such as SureForms and Fluent Forms. Note that dates stored incorrectly before this fix are not corrected automatically and may need to be re-checked.

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New Features

Link Actions in the Email Builder New

You can now attach tag, list, and automation actions directly to a button, image, or text link in the email builder, without building a separate workflow.

When a reader clicks the link, the action runs. Clicking a button can add a tag, subscribe someone to a list, or start an automation. You set this up right where you add the link’s URL, in the Style tab. For text, a Links and Actions section lists every link in that block so you can attach an action to each one. You can create a new tag or list on the spot while setting it up, and when you reopen the panel it shows the real tag, list, or automation name rather than a raw ID.

This lets a single click in your email do real work in your account, set up in seconds.

Automation Export and Import New

You can now export automations as a file and import them back into SureContact, so you can back them up, move them between workspaces, or reuse a setup.

From the workflow list, export a single automation from its row menu, or select several and export them together. The file downloads on its own as soon as it is ready, so you do not need to open the Exports page. To bring automations in, open the New Workflow menu, choose Import Automations, and upload a file you exported earlier. Imported automations always arrive as drafts, so you can review them before turning them on. The existing analytics export is still there, now labelled CSV Report to keep it separate from this re-importable backup.

This makes your automations portable and safe to experiment with.

Improvements

Campaign Content Auto-Save Improved

The drag-and-drop, rich text, and custom HTML editors now save your campaign content to the server automatically as you work, so a crash or an accidental exit no longer loses unsaved edits.

Auto-save runs quietly in the background while you compose. Moving past the Compose step still requires your content to pass moderation, and you will now see a clear warning if you try to continue before that has happened, in all three editors. This also fixed a couple of related issues: the “choose a new editor” reset button now fully clears your old content and asks you to confirm first, and a bug that could wipe the moderation status right after it was set.

This takes the worry out of composing longer emails.

Success Page Builder Loads Your Saved Design Improved

Opening the success page builder for a form now loads your saved design straight away, and gives you a starter layout when you are building one for the first time.

Previously, opening the builder directly, in a new tab, after a refresh, or from a shared link, showed a blank canvas even when a design was already saved. It now loads the saved design in those cases too. And when a form has no success page yet, the builder starts you off with a ready-made layout: a checkmark, a heading that greets people using their email address, and a subheading, instead of an empty canvas.

This makes building and editing a form’s success page much less fiddly.

Bug Fixes

Attachments on Relayed Emails Now Deliver Fixed

Fixed an issue where file attachments on transactional emails sent through the SureContact SMTP relay, for example emails sent by SureMails, were silently dropped. The email body arrived and the send was logged as successful, but the attached files never reached the recipient. Attachments now deliver correctly. For safety there are limits on attachment size and a list of allowed file types, so certain types such as executables are rejected with a clear message rather than sent.

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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.

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.

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.

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.

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.

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.

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.

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.

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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.

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.

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.

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.

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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.

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.

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:

• Executions
• Last Executed
• Last Updated

Each column supports both ascending and descending sorting.

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.

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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.

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.

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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.

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.

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.

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

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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:

• Lead Nurturing
• Customer Onboarding
• Re-engagement
• E-Commerce
• Event-Based Workflows

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.

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:

• Spanish
• Indonesian
• Portuguese
• French
• German
• Russian
• Italian
• Turkish
• Dutch
• Japanese
• Chinese
• Polish
• Arabic
• Swedish
• Vietnamese
• Hebrew
• Thai
• Greek
• Czech

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