Drip Migration, Clone Actions, Multi-Select Tags & Lists, and Improvements
New Features
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Clone Action Nodes in Workflows
Quickly duplicate any action inside your workflow with a single click. No need to recreate the same setup again and again—just clone and tweak.
Example
You’re sending similar emails at different stages of a workflow:
Clone your “Send Email” action
Update subject/content for each stage
Save time while keeping consistency across emails
Drip Migration Support
You can now migrate your data from Drip seamlessly into SureContact, including contacts, tags, and custom fields—no manual export/import hassle.
Example
Switching from Drip to SureContact:
Connect using API key
Import all contacts with tags like “Active Subscriber.”
Continue campaigns without rebuilding your audience from scratch
Multi-Select Tags & Lists in Triggers
Automation triggers now support selecting multiple tags and lists. Your workflows will trigger when any of the selected tags or lists are added or removed.
Example
Trigger automation when the user gets Tag A OR Tag B OR Tag C
Add multiple lists like Newsletter, Leads, and Customers
Run one automation instead of creating multiple duplicates
Switch to a darker interface for a more comfortable and modern experience, especially during long working hours or low-light environments. Example: Working late on campaigns? Enable Dark Mode to reduce eye strain and stay focused while designing emails or automations.
Landing Page Builder
You can now create fully functional, beautiful landing pages directly inside SureContact—no need for external tools. Example:
Create a product launch page and share the link in your email campaign
Build a lead capture page with forms and start collecting contacts instantly
Design a webinar registration page and connect it with automation workflows
Sending Domain (Own SMTP)
Send emails using your own domain powered by SureContact’s in-house SMTP system for better deliverability and branding. (Available on Monthly & Annual plans) Example: Instead of sending emails from a generic address, send from [email protected] to improve trust, brand identity, and inbox placement.
Custom Unsubscribe Forms
Create fully customized unsubscribe experiences using forms and landing pages instead of the default unsubscribe screen. Example:
Show a feedback form asking “Why are you leaving?”
Offer users options like “Reduce email frequency” instead of unsubscribing completely
Redirect users to a branded page instead of a plain default message
Migration from Other Email Platforms
Easily migrate your contacts, tags, and lists from popular platforms using just an API key. Supported Platforms: MailerLite, Mailchimp, Brevo, ActiveCampaign, Kit Example: Switching from Mailchimp? Simply enter your API key and import all your contacts and segmentation data in a few clicks—no manual CSV uploads needed.
Workflow Version Control Enhancements
You now have full control over workflow versions—even when workflows are active. Example:
Make small edits without creating a new version every time
Create a new version only when making major changes
Maintain cleaner workflow history and avoid unnecessary duplicates
Contact Limit Usage Alerts
Get notified when you reach 70% of your contact limit so you can take action before hitting the cap. Example: If your plan allows 10,000 contacts, you’ll receive an alert at 7,000—giving you time to upgrade or clean your list without disruption.
Smart CSV Import (Auto Field Creation)
While importing contacts, SureContact now automatically creates missing custom fields, tags, and lists. Example: Import a CSV with fields like “Company Size” or “Lead Source”—these will be automatically created and mapped without manual setup.
New Email Provider — Lettermint
Expanded sending flexibility with the addition of Lettermint as a new SMTP/API provider. Example: Use Lettermint as your primary or backup sending service to optimize email delivery performance.
SMTP Routing (Failover System)
Ensure uninterrupted email delivery with automatic fallback to secondary SMTP providers. Example:
Primary SMTP fails → email is automatically routed to the next provider
Maintain campaign continuity without manual intervention
Expanded MCP Tools (Now 99 Tools)
Massively enhanced MCP capabilities with new tools across landing pages, automation, media, and custom fields. Example:
A/B Test Campaigns, Automation Versioning, MFA, and More
New Features
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A/B Test Campaigns
You can now create A/B test campaigns in SureContact to optimize your email performance. Test different subject lines, content, or designs by sending variants to a percentage of your audience, then automatically or manually select the winning version.
Example
Variant A → 20% audience
Variant B → 20% audience
Best-performing variant → Automatically sent to remaining 60%
Benefit: Improve open rates, clicks, and conversions by sending only the most effective emails.
Automation Version History
Every time you update or activate an automation, a new version is saved. You can track changes over time and revert to any previous version whenever needed.
Example
Version 1 → Initial workflow
Version 2 → Added delay step
Version 3 → Updated email content
→ Revert back to Version 1 anytime
Benefit: Safely experiment with automation changes without the risk of losing previous setups.
Multi-Factor Authentication (MFA)
Secure your account with Multi-Factor Authentication using either Email OTP or an Authenticator App (TOTP).
Example
Login with password → Enter OTP from email or authenticator app
Benefit: Adds an extra layer of security to protect your account and data.
Custom Field Sections (Grouped View)
Organize custom fields into collapsible sections on the contact profile page for better structure and usability.
Example
Section: Shipping Address
→ Address Line 1
→ City
→ ZIP Code
Benefit: Cleaner contact profiles with easy navigation and better data organization.
SureCart Price-Based Tagging
SureCart product prices are now tracked as separate entities, allowing tagging based on the exact pricing option purchased.
Example
Product: Membership
→ Monthly Plan → Tag: Monthly Buyer
→ Yearly Plan → Tag: Yearly Buyer
Benefit: Better segmentation and targeted follow-ups based on customer purchase behavior.
New SMTP Providers Added
Added support for three new SMTP providers: toSend, SocketLabs, and Emailit.
Toggle Columns in Contacts Page
Customize your contacts table by toggling primary and custom fields as columns. Each column also supports filtering.
Example
Add column: City
→ Filter contacts where City = “Mumbai”
Benefit: Quickly segment and find contacts directly from the table view.
A/B Test Campaign MCP Tools
New MCP tools added for managing A/B test campaigns: get-ab-test-stats-tool, configure-ab-test-tool, create-campaign-variant-tool, update-campaign-variant-tool, select-ab-test-winner-tool, delete-campaign-variant-tool
Benefit: Advanced users and integrations can fully control A/B testing workflows via MCP.
Reply-To Name Support in Send Email
You can now define a custom reply-to name in the Send Email action.
Benefit: Improves brand identity and clarity when recipients reply to your emails.
Subscriber Stats Tracking in Automations
Track how many contacts are present at each step of your automation workflow with live counts displayed on nodes.
Benefit: Get real-time visibility into automation performance and user flow.
Company Address in Workspace Settings
Add your company address in workspace settings for use in email footers.
Benefit: Ensures compliance and consistent branding across emails.
End Another Automation Action
You can now stop a specific automation for a contact from within another automation.
Example
User enters new workflow → End old onboarding automation
Benefit: Prevents conflicts and ensures contacts are only in relevant workflows.
Email Metrics Popup in Automation
Each Send Email node now shows a quick metrics popup with stats like sent, opened, clicked, and bounced.
Benefit: Instantly monitor email performance without leaving the workflow builder.
Unengaged Trigger in Automations
Trigger automations for contacts who haven’t opened or clicked emails within a defined number of days.
Example
No activity for 30 days → Trigger re-engagement campaign
Benefit: Easily identify and re-engage inactive subscribers.
Improvements
Contact Date Display Improved
Birthdate and Anniversary fields now display only month and day (year removed).
Bug Fixes
Page Visit Contact Creation
Fixed an issue where contacts were not created for existing WordPress users during page visits if they were not already in SureContact.
SureForms Gender Field Error
Fixed a fatal error when submitting SureForms forms with a gender select field due to incorrect value handling.
You can now create Email Sequences to send a series of automated emails over time.
How it helps you:
Set up onboarding flows for new users automatically
Send follow-up emails after signups or purchases
Build long-term nurture campaigns without manual effort
Example: Create a 5-day onboarding sequence:
Day 1: Welcome email
Day 2: Product introduction
Day 4: Tips & tutorials
Day 7: Upgrade offer
This ensures every contact gets a consistent experience without you needing to send emails manually.
WordPress Page Visit Automation
Trigger actions when users visit specific pages or posts on your WordPress site.
How it helps you:
Automatically tag users based on interest
Add/remove contacts from lists dynamically
Example: If a user visits your “Pricing” page → add tag Interested in Pricing If they visit a blog category → add them to a related list for targeted campaigns
WooCommerce Product Category Targeting
You can now create automation rules based on product categories (purchase, refund, cancellation).
How it helps you:
Segment customers based on what they buy
Example: Customer buys from the “Fitness Equipment” category → → Add tag “Fitness Buyer.”
CartFlows Integration Enhancements
What’s new:
Opt-in Step Started
Opt-in Step Completed
Pre-checkout Offer support
How it helps you:
You can now segment customers in SureContact CRM based on their funnel behavior. These events allow you to create contacts automatically, add them to lists, and assign tags for better targeting.
Examples:
A user starts the opt-in process but doesn’t complete it → add them to a “Started Opt-in” list or tag them for follow-up
A user completes the opt-in step → add them to your main contact list or assign a “Opt-in Completed” tag
A user accepts a pre-checkout offer → tag them as “Pre-checkout Accepted” for better segmentation and future targeting
Right-to-Left (RTL) Support
Improved UI support for RTL languages like Arabic, Hebrew, Persian, and Urdu.
How it helps you:
Better usability for global users
Native experience for RTL language audiences
Multilingual Support
SureContact plugin now supports:
French
Spanish
German
Portuguese
Italian
How it helps you:
Use the plugin in your preferred language
Make it easier for teams across regions to work efficiently
JetFormBuilder Integration
Sync form submissions directly to SureContact with field mapping.
How it helps you:
Capture leads from forms instantly
Map form fields to contact properties
Example: User submits a contact form → automatically added to SureContact with name, email, and custom fields
SureMembers Access Group Mapping
New Access Group ID field added.
How it helps you:
Track membership access inside SureContact
Automate actions based on access changes
Example: User gets access to a premium group → → Store Group ID → Trigger premium onboarding emails
Improved Logging System
Enhanced logs for better debugging and monitoring.
What’s new:
Clear visibility into issues
Configurable log retention (1–30 days)
How it helps you:
Quickly identify and resolve issues
Maintain better system reliability
Bug Fixes
Authentication Issue After Domain Transfer
Fixed an issue where authentication failed due to caching/session state (invalid_state) after domain transfer.
WooCommerce Order Status Handling
Fixed incorrect recording of failed/pending orders as purchases.
Improvement:
Pending/failed payments are now excluded from valid purchase conditions
Ensures accurate customer segmentation and automation triggers
New: E-commerce Conditions, Spintax Support, Rejoin Branches & More
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New
E-commerce Conditions in Automations Added new e-commerce-related conditions across Dynamic Lists, Filters, and Branches:
Total Purchases
Total Spent
Average Order Value
Last Purchase
Wait Until Delay Action Introduced a new “Wait Until” delay type in the Wait/Delay action, allowing workflows to pause until a specific date/time condition is met.
Rejoin Branch Feature Branches now support a Rejoin feature, automatically merging the Yes and No paths back into a single flow.
Delete Workspace Option Added the ability to delete a workspace directly from the Settings menu.
Manual Automation Trigger from Contact Profile You can now manually trigger active automations directly from the contact profile, enabling more control over individual workflows.
Spintax Support for Emails Added Spintax support in:
Campaign Emails
Automation Emails
Email Templates
Spintax allows generating multiple variations of email content using {option1|option2} syntax.
Fixes
Contact Updated Trigger Issue Fixed an issue where the trigger was firing even when non-selected fields were updated.
Update Contact Action Issue Fixed an issue where {{trigger.data.*}} was not resolving for webhook data, causing updates to fail and new contacts to be created instead.
New: Advanced Segmentation, Automation Improvements & Form Enhancements
New
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Assign Lists & Tags in Forms – Added new options in Form Settings to automatically assign a List and Tags to contacts when a form is submitted.
Contact Opted Out (Do Not Mail) Trigger – New automation trigger added under Contact Events that runs when a contact opts out via the Preference Center.
Random Range Delay – Added a new Random Range delay type in Wait/Delay actions, allowing delays between a minimum and maximum time range.
Advanced Email Activity Filters in Dynamic Lists – Added new conditions: Email Sent, Last Emailed, and Opened but Not Clicked for improved subscriber segmentation.
Comparison Operators for Number Fields – Added new operators in Filter Conditions for numeric custom fields:
Greater than
Less than
Greater than or equal to
Less than or equal to
Download Failed Contacts After Import – Users can now download failed contacts as a CSV file after an import.
Campaign Deletion Support – Added the ability to delete Draft, Cancelled, and Sent campaigns.
New: Native Forms, Form Trigger, MCP Tools & WordPress MCP Server Support 🚀
New Features
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Native Forms
You can now create native forms directly inside SureContact. This removes the need for third-party form tools for lead capture.
Create and manage forms within SureContact.
Use form links in campaigns or share them anywhere.
When a user submits the form, the contact is automatically added to the CRM.
Form Submission Trigger
A new “Form Submission” trigger has been added to Automations.
Trigger workflows when a specific form is submitted.
Example: When Form A is submitted → add a tag, add a note, or send a specific email to the contact.
New MCP Tools Added
We have added several new tools to MCP so you can manage forms and campaigns directly from your AI clients.
Form Tools
search-forms-tool
publish-form-tool
delete-form-tool
get-form-submissions-tool
get-form-analytics-tool
create-form-tool
update-form-tool
Campaign Tools
update-campaign-tool
WordPress MCP Server Support — Abilities API
Added WordPress MCP Server integration via the SureContact WordPress plugin. AI tools like Claude can now manage your WordPress site and SureContact CRM using natural language through the Abilities API, with no manual setup required.
Notable Abilities
Create Automation Rule – Set up contact sync rules from forms, products, etc.
Enable/Disable Integration – Toggle integrations like WooCommerce, WPForms.
Create Custom Contact Field – Add new custom fields to the CRM.
Sync Lists & Tags – Refresh the latest CRM lists and tags.
Get SureContact Settings – Check CRM connection and sync configuration.
Create List – Create new contact lists for segmentation.
New: MCP, Ottokit Embedding, Campaign Analysis with AI and much more
New
Editing Email Templates Inline in Automation – You can now edit email templates directly inside Automations → Actions → Send Email action flyout. No need to create or edit templates separately before setting up automation.
Campaign Analysis with AI – Added automatic AI analysis while creating campaigns to prevent violence, spam, harassment, or restricted content. If such content is detected, the campaign cannot be sent. It also checks whether an unsubscribe link is present.
MCP Integrations – Added MCP support to the platform. You can now connect the SureContact MCP server with AI clients like Claude Desktop, Cursor, ChatGPT, Windsurf, Claude Code CLI, or others, and control SureContact operations directly from those tools.
OttoKit Embedding – OttoKit is now embedded inside SureContact. You can create workflows using SureContact triggers and other actions without leaving the platform.
Contact Import Overwrite Option – Added a checkbox next to each field during contact import to control whether imported data should overwrite existing contact data.
The platform is now responsive on mobile and tablet devices. You can check contacts and other data on mobile. However,we recommend using the web version for the best experience.
In Automations → Contact Unsubscribed Trigger, multiple unsubscribe sources can now be selected.
Fixed a global issue where if an account had lists but no tags (or vice versa), selecting a list in the Add to List dropdown under WordPress integrations would appear empty after saving and reopening the flyout.
Fixed an issue where scheduled emails showed the correct time in the summary, but displayed a 7-hour difference when opened (e.g., 6:11 PM MST instead of 11:11 AM MST). The scheduled time now correctly reflects the timezone.
New: AWS SES Support, Open Rule Engine & Many New Changes, Improvements
New
AWS SES API Support (SMTP) You can now configure AWS SMTP using the API method for a more secure and reliable email sending setup.AWS SES API Support (SMTP)
Import Tags & Lists via CSV Import contacts along with their tags and lists. If a tag or list does not exist, it will be automatically created and assigned during import. Import Tags & Lists via CSV
Enhanced Incoming Webhook Mapping Added support for additional primary fields and custom field mapping inside Automations → Incoming Webhooks. Enhanced Incoming Webhook Mapping
Starter Template in Email Builder A ready-to-use Starter Template now appears when creating a new template from scratch, helping you get started quickly.Starter Template in Email Builder
Dedicated Logo Element Added a dedicated Logo element in the drag-and-drop Email Template Builder for easier branding. Dedicated Logo Element
Unsubscribe & Preference URL Shortcuts Dedicated Unsubscribe and Preference URL options are now available inside the Rich Text Editor and in the Drag and Drop Editor. Unsubscribe & Preference URL Shortcuts
Open Integrations Rule Engine The Rule Engine now supports hooks and filters, allowing third-party plugins to register and integrate directly with SureContact. Read More.
Dashboard Enhancements View your last campaign performance directly on the dashboard and use the new “Last 24 Hours” filter in the graph section. last campaign performance
Improvements
Bulk E-Commerce Order Import Bulk import orders (including past orders) with statuses like Completed, Cancelled, and Refunded into the E-Commerce tab, along with created and updated dates.
SureMembers Compatibility Update Added support for SureMembers 2.0.0 hooks while maintaining backward compatibility with older versions.
Integration Rule Management If a connected plugin is disabled or removed, related rules will appear blurred with options to activate the plugin or delete the rule.
WordPress Role Sync Enhancement When a WordPress user role changes, the old role tag/list is removed and replaced with the new one automatically.
Migration Stability Improvement Changed migration batch size to 100 to prevent migration failures or stuck processes.
Editor & Campaign Page Enhancements Improved bullet and numbered list formatting. Added more advanced filters and detailed information on the Campaign Details page.
Bug Fixes
Workspace Sync Issue Fixed Resolved inconsistencies between SaaS and WordPress workspaces when switching workspaces.
Excel CSV Import Issue Fixed Fixed UTF-8 BOM issue that caused CSV imports generated from Excel to fail.
API Unsubscribe Trigger Fixed Unsubscribe actions via API no longer trigger workflows set to Manual Update.
External List Paste Formatting Fixed Resolved formatting issues when pasting lists from external apps into the Email Template Builder.
Major Update: 7 Brand New Features Including Multilingual Support, Enhancements & Fixes
New Features
Share Email Template
You can now easily share your email templates with other users, teams, or workspaces. A new Share Template option has been added inside the Email Template Builder. Simply generate a share link and allow others to view, edit, and use the template on their end.
Media Folders
Organize your media assets more efficiently with the new folder system inside the Email Template Builder. You can now create folders to better manage and structure your images and media files.
Multilingual Support
SureContact is now available in multiple languages. The platform currently supports:
English
Spanish
French
German
Portuguese
Italian
Use SureContact in your preferred language for a more personalized experience.
Custom Tracking Domain
You can now use a custom domain for email tracking links, open tracking, and unsubscribe pages. Custom domains can be assigned at the workspace level, allowing emails to use branded tracking links.
Workspace-Level Contact Allocation
Allocate specific contact limits across different workspaces within your organization. For example, if your organization has a limit of 100,000 contacts, you can distribute them across workspaces based on your needs.
CSV Export for Campaigns and Automations
Added CSV export functionality for campaigns and automations. Select specific metrics during export to generate detailed CSV reports for analysis.
Workspace-Level Timezone
Set a dedicated timezone for each workspace. All timestamps and campaign scheduling will now follow the selected workspace timezone.
Improvements
Disabled webhook triggering during bulk operations to improve system performance and prevent unnecessary resource usage.
Performance optimization for Dynamic Lists to improve loading speed and overall contact page performance.
Bug Fixes
Fixed issue where disposable email addresses were not properly rejected during contact creation, migration, and import.
Fixed the missing API Key popup when using the Create button with an empty state.
Fixed activity log issue where delivered emails were incorrectly marked as “Sent,” causing confusion about duplicate sends.
New: Latepoint Integration, Improvements and Bug Fixes
New
LatePoint Integration Added Seamlessly connect LatePoint with SureContact from the WordPress Plugin Integrations and automate your customer workflows effortlessly.
Smart List & Tag Assignment by User Roles Automatically assign Lists and Tags based on WordPress user roles, no manual work required.
Improved E-Commerce Order Display Multiple products purchased in a single order are now shown as one consolidated order in the E-Commerce tab of an individual contact. (Example: Buying 3 products in one checkout now appears as one order containing all 3 items, instead of 3 separate orders.)
Subscription Renewal Orders Support Subscription product renewal orders are now correctly displayed in the E-Commerce tab for each individual contact.
Create Custom Fields, Tags & Lists Directly from the Plugin You can now create Custom Fields, Tags, and Lists without switching to the SureContact SaaS app — everything is available right inside the WordPress plugin.
Bug Fixes
Email Update Sync Issue Fixed When a WordPress user updates their email address, SureContact now correctly updates the existing contact instead of creating a duplicate contact.
Workflow Custom Field Value Issue Resolved Fixed an issue where Custom Field “Actual Values” appeared empty inside Filter/Branch conditions during workflow execution, causing automations and dynamic lists to behave incorrectly.
New: Double Opt-In, Brand Settings & Many Improvements
New
Double Opt-In Support A new Double Opt-In option is now available in Settings. When enabled, contacts added from sources such as API, WordPress integrations/forms, manual entry, or automation webhooks will be created with a Pending status. Emails can only be sent after the contact confirms via the opt-in email. You can also choose which sources should use Double Opt-In.
Gravatar Support Contacts with a Gravatar image will now display their profile image on the Contacts page and inside the individual contact view. This also applies to your account profile photo.
Brand Settings Customize your brand identity directly from Settings:
Logo
Colors
Typography
Button styles These settings are applied automatically to all email templates.
Improvements
Added support for creating Custom Activities inside individual contact profiles.
Added an optional Title field for Notes.
Improved date and time picker while scheduling campaigns, including visibility of time remaining before send.
Contacts are now visible when clicking on a List or Tag.
Added a new “Complained” status for contacts who report emails as spam.
Added new contact fields: Timezone and Language.
Added UUIDs for Contacts, Tags, Lists, Custom Fields, and Workspaces.
Email campaign sending limits are now auto-populated based on the selected SMTP.
Added a new Custom Field type: Timestamp.
Added a Copy option for duplicating Lists.
Added a Do Not Mail badge for contacts who update their email preferences.
Bug Fixes
Fixed an issue where campaigns sent using a non-default SMTP were incorrectly sent via the default SMTP.
