Choose client messages for customer updates and team messages for internal preparation. A client To-Do reminder is a separate notification tied to a task.
Choose the message
Client message: an update for a configured client or recipient.
Team message: an internal update for selected staff.
To-Do reminder: asks the assignee to complete a task; its send time is separate from the deadline.
Prepare delivery
Open Automations > Manage Portal Templates, select the event type and choose Edit workflow. Create or open a draft.
Select Add workflow, choose Client message or Team message, then a build method.
Review subject or title, body, recipient, sender and attachments. Use Open full editor where needed.
Check starting conditions and Delivery schedule. Use hours only where a sales campaign supports them.
Check both workflow and notification enabled settings.
Select Save draft, then Test the portal to check the saved experience.
Select Review saved draft, then Review event impact. Read the proposed changes and confirmation before publishing.
For one event
Inspect the event's current scheduled work before changing a shared workflow. Do not add a duplicate message just because the reusable setup changed.
Saving a draft does not make it live. Publishing an enabled workflow can create tasks or send real messages when its conditions are met. Review existing events separately; do not assume every event will receive the change.