Use the portal conversation to keep event messages together. Check recipients and attachments before sending.
Why this matters
A portal template is a reusable starting point for an event type. The event portal is the view for one client. Build the repeatable experience once, then check a sample event to see what the client will actually receive.
Before you start
Check the event type and who should see the portal. An account role with portal editing access may be required.
In Releventful
Open the event portal and click Messages > New Message.
Select recipients, write the message and attach a file only if intended.
Read the final recipient list and click Send; reopen Messages to verify the sent item.
A useful decision
Check the audience of each message or shared file. An email-only outside recipient can participate in one message without gaining a portal login or the earlier conversation history.
Check the result
Preview the client's portal and verify access. A template edit may need to be applied to an existing event separately.
Important to know
Saving a template does not automatically prove an existing client's portal changed. Review event impact, open the event portal, and inspect the client view before sharing it.