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Send and manage event portal messages

Keep each event conversation with the people who need to take part.

Written by Erin Pender

Keep each event conversation with the people who need to take part.

Steps

  1. Open the event portal and select Messages.

  2. Open an existing conversation or choose New Message.

  3. Review the participants. Use Add/Remove people from this message when you need to change who is included.

  4. Write the message, review attachments and select the send action when it is ready.

Choose recipients carefully

Each conversation has its own participants. Adding a person to one message does not mean every event contact or employee can see every conversation. An email-only recipient does not automatically receive full portal access.

Drafts, templates and scheduled messages

Use a saved template as a starting point when appropriate, then check the final wording and recipients. Saving a draft is different from sending a message. Review scheduled messages in the scheduling tools; editing a reusable template does not by itself prove an existing pending message changed.

Notifications

Message notifications depend on the participants, account settings and personal preferences. Review the conversation itself for its current messages rather than treating an email notification as the full record.

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