Product Update – September 2018

Product Update

In this month’s Product Update, we detail our latest enhancement – improved functionality for removing members from a group. And, as always, we give you a sneak peek at some upcoming functionality in development.

To find out everything we’ve been up to through September, keep reading.

New Enhancement: Remove from Group

What’s New…

Previously, when in a member’s record and attempting to remove them from a group, it was necessary to make sure the relevant group form was displayed in the ‘Select which form you would like to view/edit’ first.

This meant that you were only able to remove a member from one group at a time.

The new enhancement enables you to remove a member from multiple groups in one easy step whilst in their record.

Step 1: To remove a member from a group, you first need to go into the member’s record.

Step 2: From here, hover over the ‘Member’ icon and select ‘Remove from group’.

Step 3: You will then see a pop-up box appear displaying the groups which you can remove the member from. Tick the groups you wish to remove the member from and click ‘Remove’.

Step 4: Another pop-up will then appear asking, ‘Remove contact from selected group(s)?’. Click ‘OK’ if you are happy to remove the member from the selected group(s).

Step 5: A final pop-up will then appear to confirm the contact has been removed from the group. Click ‘OK’.

Once you have followed these instructions you will have successfully removed the member from the group(s).

Why it’s Better…

Previously, if you needed to remove members from multiple groups – such as when a member had left – you would need to have loaded each individual form in turn from the members’ record or gone to each group the member was in and removed them from there.

It has also reduced the risk of accidentally removing a member from the wrong group and having to copy them back into it. This is particularly important if the group you are removing them from and copying them back into has an existing payment request associated with it. This is because the payment status view on the ‘members’ side will no longer be correct and it will also alter any instalment payments.

Tip: We recommend that you clear your browser ‘Cache’ to ensure that newly rolled out enhancements function correctly the first time.


September – FAQ’s

Each month, our support team review which questions have been asked the most by clients over the phone, on chat and in the Help Desk.

So, here are the most asked questions of September:

  • Why can’t I pay by card without logging into or creating a PayPal account?

An example would be when a member contacts you when trying to make a payment by card for a recurring payment that requires future payments to be pre-authorised. To read more, Click here.

  • How do I see how much money has been paid?

Click here

  • How do I delete people from the database?

The system only allows you to delete records from specific areas in the system. So, for example, if you need to delete a record with non-member status but you can’t find them in the Master Membership list, you will need to go to ‘Members > System groups > ‘Non-members’ to do so. To read more, Click here.

  • How do I give people access rights?

If you need your coaches to be able to use the mobile attendance register app, they will need to have a record in the system which has been given administrative access to record attendance.

If you need your administrators to email the groups they have access to, you will also need to give them permission to view members’ information. To read more, Click here.

  • How do I view upcoming payments?

For example, if you have changed the prices for an auto-renewing category and you need to update the prices for those members who are already making payments accordingly. To do this, you would need to go to ‘Financials > Upcoming Payments’ and update the amount requested for the relevant payment requests.

Another example would be when you have scheduled the first payment for a pro-rata amount but need their upcoming payment to revert to the full cost.

Coming Soon…

Creating a Class

We will be building in additional settings for classes. One will enable class names to be more consistent, so the system will automatically include the name of the organisation when creating the class.

Another will be the ability to allocate dates, times and coaching resources to a class. These settings will integrate with the new Rota functionality we are introducing which can be found below…


This new enhancement will add brand new functionality under the ‘Settings’ tab called ‘Rota’.  Newly created classes that have class times and dates, as well as coaching resources allocated, will show on a calendar view. From here, you will be able to see an overview of coach allocation to your classes, enter holiday, leave, absence information, change coach allocation and also generate coach payroll information.


We hope you find the new and improved functionality useful.

If you are an existing client and have any questions regarding the new functionality, please get in touch and we will be happy to answer any questions you may have.

If you aren’t currently using the PaySubsOnline software but think the above functionality and enhancements (as well as a wide array of other features) could benefit your organisation, book a free, no-obligation consultation by clicking here – we’d love to talk to you!

Product Update –  August 2018

Product Update


To see what we have been up to, carry on reading this Product Update – the changes we have made are detailed below as well as a sneak peek at some exciting upcoming features and a look at some useful help articles…

New Enhancement: Mass Update/Import Contact

What’s New…

Previously, using the Mass Update or Import tool, the system could take some time to process the data (depending on the amount of contacts and data you’re uploading). We’ve improved the performance of this function by scheduling the processing of the data in the back-end whilst you continue to use the other administrative tools, making your time more productive.

The new enhancement to these areas adds the import or update file into a queue as well as displaying its status.

Product Update

Should something in your file not import or update correctly you can click on ‘Failed’ to see what the issue is.

Product Update

Product Update

Once completed, the system will show a ‘Request payment’ button so you can schedule/generate payment requests for anyone newly added to groups.

Why it’s Better…

Instead of waiting for the system to reload, unsure if anything is happening, the queue system allows you to continue with other tasks simultaneously.

Previously, once an upload/import was complete, it displayed the option to generate a payment request. However, now you have the ability to use other tools whilst the upload completes, the option to request payment appears as a link in the upload table so you can come back, click the link and purge the payment request when you’re ready. 

Product Update – July 2018

Product Update

To see what we have been up to throughout June and July, carry on reading – all the changes we have made are detailed below as well as a sneak peek at some exciting upcoming features…

New Feature: Acceptance Terms in Custom Form Fields

What’s New…

‘Acceptance’ is a new type of answer we have introduced for custom form fields that helps you manage the acceptance of things like privacy statements, terms and conditions, photography or medical consent.

It gives your members/customers the option to agree to your policies whilst providing a hyperlink through to the wording of them. As they do, it will create a record and a timestamp on your contact’s profile that records when they agreed to your Policies, Codes of Conduct and/or Terms and Conditions, etc.

To create an Acceptance Form field:

Step 1: Go to the ‘Admin > Forms’.

Product Update - July 2018

Step 2:  Click on ‘Create custom fields/statements’ at the top of the list of fields to the left of your screen:

Product Update - July 2018


Step 3: Type in the text for your question and select the type of answer to be ‘Acceptance’.

Product Update - July 2018

Step 4: Select the relevant properties for your field:

  • Mandatory – making a field mandatory from within the field settings will make this field mandatory for completion on all forms the field is added to.
  • Internal use only – A field with this property will not be viewable by your contact’s – only administrators.
  • View only (Non-editable by member) – A person will be allowed to fill in this field once (if it is blank) but then only view it thereafter. Any subsequent changes can only be made by an administrator. This is useful for the acceptance of Terms and Conditions where you don’t want people disagreeing with them after they initially agreed to them.

Product Update - July 2018

Step 5: Add the answer(s) you wish your contacts to be able to select in response to the question:

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Step 6: Enter or paste the full text you wish to be hyperlinked to the question in the text box, and press ‘Save’:

Product Update - July 2018

Step 7: The new field will be added to the bottom of your form. You will be able to reorder the fields as required by dragging and dropping the field into position. Don’t forget to press ‘Save and Finish’ at the top of the main page for the changes to take effect:

Product Update - July 2018

This is how the ‘Acceptance’ question will display in your members’/customers’ account once they make a selection and have saved their changes:

Product Update - July 2018

Product Update - July 2018

Clicking on the blue hyperlinked text will load the text you entered for the acceptance field.

Why it’s Better…

The ‘Acceptance’ term custom field is better as, unlike the acceptance terms that are added to the registration page, separate hyperlinked fields can be created for different questions. So, one field for your Code of Conduct, another field for your GDPR Privacy Notice, etc.

It also timestamps the acceptance of the field so you have full audit ability. You can easily sort and filter your contacts to identify those that have not agreed yet.

People can view the Terms they have accepted at any time by clicking on the field to view the hyperlinked text.


New Feature: Search Bar for Partial Administrators

What’s New…

Previously, when people with partial admin rights wished to search for contacts, they had to either scroll through the list of contacts (either in a group or on the master membership list) or use the ‘Search +’ tool.

Now, they have the ability to use a search box to search for people they have access to. They can search by name, email, membership number or keyword.

Step 1: Log into your account with partial admin rights and click ‘Switch to Admin view’:

Product Update - July 2018

Product Update - July 2018

Step 2: In the search bar found at the top right-hand side of the screen you will have two search options:

Product Update - July 2018

Option 1: To search by name, email or membership number – enter the name or number directly into the search bar.

Product Update - July 2018

Next, click on the relevant name to navigate to the members’ record.

Option 2: To search by keyword – click on the down arrow alongside the magnifying glass icon. Then click on the ‘Search by keyword’ box.

Product Update - July 2018

Why it’s Better…

It’s now quicker to search for all records that meet simple criteria without having to use the ‘Search +’ function.

When you have full access rights, a search bar is accessible in the top right-hand corner of the screen which enables you to quickly search using a contact’s name, email address or membership number to find their record. This functionality is now available for Administrators with partial admin rights whilst also making sure they still only have access to the information on members they have been given permission to view.

New Feature: Move from Multiple Locations

What’s New…

Previously,  the ‘Move to new group’ option only allowed you to move a contact from one group to multiple other groups.

This new functionality allows you to see all the groups that the contact is currently sitting in. You can select multiple groups that you wish to remove them from then immediately move them into newly selected groups in three simple steps.

This is useful, for example, when removing a contact out of all groups to an ‘ex-contacts’ group.

To do this, follow the simple steps below:

Step 1: From within the contact’s record, hover over the ‘Member’ icon and select ‘Move to new group’.

Product Update - July 2018

Step 2: Choose which group(s) you wish to move the person from – this could be one or multiple groups.

Product Update - July 2018

Step 3: Click ‘Move to’ and select which group(s) you would like to move the person’s record to. Again, this could be one or multiple groups.

Product Update - July 2018

Step 4: When you are happy with your selection, click ‘Move’.

Product Update - July 2018

Step 5: Press ‘OK’ to confirm.

Product Update - July 2018

Step 6: A confirmation screen will appear to confirm the person has been moved. Press ‘OK’.

Product Update - July 2018

Once you have completed the above steps, you will have successfully moved a person from and into a new group/groups.

Why it’s Better…

This new functionality significantly reduces admin time as it allows you to move people to multiple groups at once, not on an individual basis. Previously you would have to wait for the screen to refresh each time you moved them from a group whereas you can now do it in one streamlined action.

New Feature: Group Search Functionality  

What’s New…

You now have the ability to search for groups, useful if you have lots of groups and you want to identify a sub-section of them. You can also filter this search to display groups that meet certain criteria.

Want to see all your classes and courses listed alphanumerically together? No problem.

Managing your waiting list and want to see all your classes that have availability? No problem.

Want to see the classes that have the least number of members in them? No problem.

Running a group search:

Step 1: Hover over ‘Members’ and select a class, course, group etc.

Product Update - July 2018

Step 2: Click on ‘New Search +’  and use the drop-down arrow to select your search and filter criteria:

Product Update - July 2018

Group Names: This will allow you to apply filters or searches based on your group names:

Product Update - July 2018

Members: This will allow you to apply filters or searches based on the number of members in your groups:

Product Update - July 2018

Selecting ‘is equal to’, ‘is not equal to’, ‘is greater than’ or ‘is less than’ will prompt you to enter a value. So, if you selected the condition ‘is equal to’ 3, the system display all groups that have 3 members in them.

Product Update - July 2018

Selecting ‘Availability’ as a condition will prompt you to choose if you wish to display all the classes that are full or all the classes that have spaces still:

Product Update - July 2018

Why It’s Better…

The ability to filter by group name allows you to see say all your Saturday classes together or all the classes for a certain age group together, for example. This can make it easier to identify specific classes easily. This could be by location or age without having to scroll through the list of all of your classes.

The ability to filter on the number of people in a class, particularly on ‘Availability’, is useful when managing waiting lists or when planning new classes or changes to the number of classes offered, based on demand.


New Feature: Saved Search for All Tables

What’s New…

In addition to adding the ability to run searches, we have added the ability to save a search that you frequently run. For example, it may be that you want to see classes for a particular age group on a regular basis. Instead of filling in your search criteria every time, you are able to save it and bring the search up again at the touch of a button.

Saving a Group Search:

Step 1: Go into the category you would like to run the search for. For example ‘Members > Classes’.

Product Update - July 2018

Step 2: You will follow the steps above to run your first search. You will see an icon for ‘Save as’.

Product Update - July 2018

Step 3: You will be given the option to name your saved search to help locate it in the future.

Product Update - July 2018

Step 4: Once you have saved your search, the page will reload and display a drop-down menu which allows you to select saved searches or delete them.

Product Update - July 2018

Step 5: From this point on, when you load a menu (for example ‘Members’ > ‘Classes’), you will see a ‘Saved Search’ option next to the ‘New Search +’ option.

Product Update - July 2018

Step 6: Simply, click on ‘Saved Search’ to bring up a menu of all saved searches which will be selectable from a drop-down menu.

Product Update - July 2018

Once you have completed the above steps, you will have successfully created and saved a Group Data Search.

Why It’s Better…

Having the ability to run searches on your tables is great in itself, but being able to save the search criteria allows you to reduce your admin time even further. Rather than having to manually input your search criteria one at a time each time you run it, you can now add them all instantly.


New Feature: Deleting a Contact’s Information – New System Default Group

Further to the enhancement enabling different levels of deletion on a member’s record, we have created a new ‘System Default Group’ to hold the records of ex-members/customers whose information has been deleted from the system.

When you delete a contacts’ record from the system using any of the first three ‘delete options’, their record will be held in the ‘Members with data deleted’ system group.

Product Update - July 2018

Clicking into this group will show you all the names of the people whose data has been deleted from the system.

It will also allow you to apply further delete options at a later date. For example, if you deleted all your non-returning members using ‘option 1’. At a later date, you can choose a further option – such as also deleting their email history, their log data or even deleting them out of the system completely.

Why It’s Better…

This new functionality allows you to better manage the data you hold in the system and have greater control over how and when you delete peoples’ information. This is especially important given the recent implementation of the GDPR.

Having this system group also allows you to easily identify which people have been deleted, separating them from your ‘Master membership list’ and ‘Non-members’ system groups.

Cosmetic Change: ‘Delete members’ Wording

When we rolled out the new delete members function we named the option ‘Delete members from database’. We have now changed this to ‘Delete (Step 1 of 2)’. You will see this option in 5 places:

  • Master Membership List
  • Non-members list
  • Online registrations awaiting approval
  • Failed registrations
  • Members with deleted data

Product Update - July 2018

Why It’s Better…

This change indicates to Administrators that clicking this button will not just completely delete the selected members immediately.

When the button is clicked, another window opens. This now correctly implies that there is another step to take before the selected members are removed.


Coming Soon…

Deleting Emails

Currently, the function to delete emails is only available to those with full access rights. The new functionality, when rolled out, will allow Administrators with partial admin rights to delete emails that they have sent. They will not be able to delete emails sent by other Administrators.

Attendance History – Enhancement

If you are using the ‘Attendance Register’, you record each session a person attends. However, when a new month or term starts, depending on how you are using the register, you may want to see an overview of attendance for a member who is in multiple classes or over a certain length of time.

This will be useful at the end of term. For example, when you would like to review attendance for members at a glance without having to go directly into the class/group register. Instead, you will be able to access this directly from a dedicated menu.

We hope you find all the new and improved functionality useful.


June and July – FAQ’s

Each month, our support team review which questions they have been asked the most by people over the phone, on chat and in the Help Desk. From now on, at the end of our Product Updates, we will be providing links to the Help Articles of the most Frequently Asked Questions of the month!

So, here are the most asked questions of June and July:

If you are an existing client and have any questions regarding the new functionality, please get in touch and we will be happy to answer any questions you may have.

If you aren’t currently using the software but think the above functionality and enhancements (as well as a wide array of other features) could benefit your organisation, book a free, no-obligation consultation by clicking here – we’d love to talk to you!

Product Update – May 2018

New and Improved Admin Management Software

Admin Management Software

On the 25th of May, the GDPR (General Data Protection Regulations) came into effect.

In short, these require organisations dealing with people’s personal data to be more transparent and provide their contacts with greater access to it.

To help clients become GDPR compliant, we have added new functionality as well as enhancing pre-existing features to accommodate the new regulations.

To see what we have been up to throughout April and May, carry on reading – all the changes we have made are detailed below as well as a glimpse at some upcoming features…

New Feature: New Ways to Delete a Contact’s Information

What’s New…

The 5th principal of the GDPR is ‘Storage Limitation’ – shortly defined, this states you can ‘only retain information for a period that is reasonable’.

So, when a person gives notice they are leaving your organisation, you need to decide what information you need to retain and for how long – need being the keyword (this is typically defined in your Privacy Notice).

Reasons to retain personal information may be for accounting, safeguarding or insurance purposes. It may be the case you need to retain some, but not all, of the information.

When deleting a person from the database, you are now given the following options:

  • Delete personal data excluding first and last name
  • Delete personal data, excluding first name, last name and email history
  • Delete personal data, excluding first name, last name, email history and log data
  • Delete all information from the system

PaySubsOnline Tips: How Do I Setup a GoCardless Account?

A quick, easy guide to online payment

online payment

If you hadn’t guessed already from our name, taking payment online is what we do well. In fact, we’re experts.

In order to provide the smooth online payment process that we do, we have partnered with both PayPal and GoCardless.

This article will run through how to setup a GoCardless account with ease.

What Do I Do?

To accept Direct Debit payments online through PaySubsOnline, you will need a GoCardless merchant account. Whilst at first glance this may seem a hassle, it is actually quick, free and easy to do.

Before we go any further though, please note that Direct Debit is currently only available to our UK clients (this currently does not include the Channel Islands).

PaySubsOnline GDPR Update

What We're Working On


GDPR comes into effect on the 25th of May – a date that is rapidly approaching.

With this in mind, the team have been working with a certified data practitioner to ensure our system and internal processes support compliance with the new General Data Protection Regulations (GDPR).

Here’s what we’re doing:

  • Developing enhanced functionality to help clients manage deleted contacts
  • Creating new Terms and Conditions that help clients comply with contractual obligations with as their Data Processor
  • Creating a new Privacy Policy to ensure our clients’ members/contacts know what we do with their data and their rights
  • Creating a Privacy Policy template for clients to use with their members/contacts
  • Ensuring our internal processes and agreements with sub-data-processors are compliant

Quick, Easy Direct Debit Payment with

direct debit payment

Without regular and timely income, it is unlikely your organisation will be able to function. So, we understand how important it is that payment collection is simple, easy and quick.

With, people can pre-authorise future payments, so each time money is due, it’s automatically collected, transferred to your organisation and then reconciled.

When someone pre-authorises payment, they are authorising your organisation to collect payment for them, and any other accounts linked to them (a sibling, for example), for any payment request your organisation wants paid online.

Pre-authorising payments is perfect for things such as ‘rolling’ memberships (where the subscription auto-renews), making instalment payments and smaller cash payments (to save the hassle of collecting and banking cash physically).

Debit / Credit Card or Direct Debit Payment – Which Is Right for You? uses PayPal to process Debit / Credit Card payments and GoCardless to process Direct Debits (please note – Direct Debit payment is currently only available to UK clients).

Both these payment providers support pre-authorisation.

An Association and Societies’ Guide to GDPR Compliance

GDPR compliance

GDPR Compliance—what is it and how does it affect you?

The acronym stands for the General Data Protection Regulation (GDPR), which was passed by the European Union in 2017, and which comes into effect this year. It covers businesses, but it also applies to associations and societies—anything that regularly handles members’ personal data.

GDPR might look like a headache from the outset, but the chances are you’re already doing some of what it sets out. Read through our guide to look at how it will impact on the way your association or society handles its data.

GDPR—the Benefits

The aim of the regulation is to harmonise data regulations among EU member states, offering better protection to businesses, associations and organisations from data breaches. Improved data management and security as a result ultimately benefits your members.

Download our free association and society's guide to GDPR Risks and Mitigation here!

The Requirements

The regulation kicks in from the 25th May this year (2018). From then on, associations and societies must have robust processes and policies in place to manage their members’ personal data. If your organisation doesn’t follow the regulations, you could face substantial fines—four percent of your previous year’s revenue, for example, or up to €20 million.

Associations or societies must make sure the personal data they hold on members is:

  • Secure
  • Limited to what is needed
  • Accurate, up to date and can be amended easily if incorrect
  • Can be seen by its owner if requested
  • Not shared with third parties unnecessarily
  • Only viewed by those who need to access it
  • Only kept for as long as it’s needed and deleted or destroyed after a period.

Coaching Advice: Failed Communication

Seeing as we do it every day, most people consider themselves experts in communication.

But, here lies the problem with instructional communication. It’s not just about what you see or hear – it’s what you remember.

The greatest problem with communication is the illusion that it has been accomplished

This is of significant importance to coaches – only the information that our athletes retain is of any use to them.

The best way to get retention is:

A) Repetition

B) Giving information in digestible chunks

C) Having the athlete think for themselves

D) Give the same message in a variety of different ways.

We want to achieve learning that’s ‘sticky’.

If you’ve ever driven near a school in the UK or through construction areas, you’ll notice a variety of different ways of communicating that you should be driving at an appropriate speed. These are often emotive and frightening, and as a result, stick with you.

Here are some examples:

‘My Daddy works here, please slow down.’

‘Kill your speed before your speed kills.’

’50 accidents were reported here in the last 12 months.’

‘Children play here. Slow down.’

‘There’s no need for speed.’

These communications coupled with other deterrents such as flashing lights, speed bumps and speed cameras make for an effective way of enforcing and communicating your message.

Unfortunately, though, these deterrents only work for a limited time. Once the threat they warned of is gone, their messages leave our minds.

That’s not to say we forget the rules – we always know them – but once they are no longer relevant to us we don’t think of them until they are present again.

Therefore, this raises the important question: what percentage of communication do athletes retain?

Consider the factors below:

You Aren’t Heard

In busy, loud gyms, this is more common than we might think. Or, perhaps, you don’t have the athlete’s attention at all.

Information Isn’t Remembered

This often occurs when coaches give multiple bits of feedback in the same instance or too much information in general. Most information is not retained.

The short-term memory, on average, can only retain seven new pieces of information at a time. Therefore, if an athlete is given more than this they will not remember it. This is worsened if they are distracted too.

You Aren’t Understood

By giving feedback in language and terminology that is not appropriate to the athlete’s age, technical understanding or ability, they will not retain it due to a lack of understanding.

You’re Ignored

You’d like to think this happens the least, but there are times when this does, sadly, occur.

This can occur when athletes are tired of hearing the same message repeatedly.

If the information has been heard and understood, it is down to the coach to help the athlete discover new ways of understanding and applying it.

Sometimes the athlete just can’t ‘feel’ the error, or the way in which they can resolve it. In which case, a ‘diversion’ is often appropriate.

If an athlete is struggling to learn something new after a period of time despite being given the correct advice, consider changing the way you communicate the information:

Enforce the message: make it clear what you are trying to convey.

Change the Language: try an alternative way of ensuring the message is understood.

Create a Diversion: find an alternative approach to the skills methodology.

One of the greatest qualities a coach can have is their ability to communicate and enforce a message correctly.

We should all strive to achieve communication that is heard, understood and retained – without all achieving all these components we have failed.


On the 25th May the new GDPR regulations will be coming into effect. Are you aware of the new changes, and more importantly, are you compliant? If you aren’t you could face large fines.

To ensure you’re compliant, download our free guide to ‘GDPR Risks and Mitigation’ by clicking the big, blue button below.

Download our free club's guide to GDPR Risks and Mitigation here!

Article by Nick Ruddock – resident coaching expert and former Team GB Coach.

Product Update: February – March 2018

It’s April – the clocks have rolled forward, the evenings are brighter, and now you have our latest Product Update to read.

Does life get any better?

This is one of our chunkier Product Updates and it’s filled to the brim with exciting enhancements and improvements – we’ve been working hard!

To see what we’ve been up to recently, read on…

Improved Feature: Ad-hoc Email Templates and Email Sequencing

What’s New…

As promised in our last Product Update, and in line with client feedback, we have added some major new functionality to our email capabilities, all designed to help save you admin time.

  1. Email template: You can now create email templates that can be recalled when sending ad-hoc emails to individuals and groups. This is useful for sending the same emails to different people, for example, offering a place to someone on a waiting list. Or perhaps you want to create an email template with your logo and footer so you can use it every time you send an email.
  2. Email Sequences: We’ve also added functionality so you can send a series of timed emails automatically. We call these Sequenced Emails.
  3. Recurring emails: You can now have the system send recurring emails automatically.  For example, if you wanted to send an email to your members on their birthday, you can, each year, automatically.

Sequences give you the ability to create and schedule any number of emails at dates and times of your choice.  

For example, you may have an upcoming event that you want to send a sequence of reminders for. Or you might want to drip feed content to people on your waiting lists to keep them engaged.

How to use it…

These new features can be found under the new header, ‘Email’, on the menu bar.

The ‘Send New Email (BETA)’ integrates these functions and enables you to load your pre-saved templates and sequences.