What's New - July 2025 | Zoho Backstage

Start smart, end strong.

From knowing who’s coming to celebrating who showed up, July’s updates help you run events that feel organized from the first invite to the final thank you.

Planning an event used to be like writing a choose-your-own-adventure book where half the pages were missing. You'd start with the eternal question mark of RSVPs, stumble through the middle hoping everything holds together, and end wondering if anyone would remember your event existed.

Not anymore. This month, we’re rolling out features that bookend your entire event experience, starting from the very first “maybe” to the final moment of recognition. Because every great event deserves a beginning that makes sense and an ending that lasts.

---

RSVP for events

No more guessing who’s coming.

Event planning has a dirty little secret that no one talks about. You send out invites, hold your breath, and hope you’re not overcatering for ghosts or scrambling at the last minute because twice as many people arrived. It’s like planning a dinner for 50 and ending up with a buffet for 12, or walking into a packed room with no chairs.

Sound familiar? You’re not alone.

Welcome to the end of that chaos. With the new RSVP feature in Zoho Backstage, you can stop planning on hunches and start organizing with clarity.

Why RSVP changes everything

Unlike traditional event management where attendance is a coin flip, RSVP gives you crystal-clear visibility into three simple categories, ensuring that preparation and resourcing decisions are based on real data, not guesswork:

• Attending — Your confirmed guests (the heroes of your story)
• Not Attending — Honest folks who save you money
• Maybe — For those who want to say yes, but life’s a little full right now

This means you can finally plan seating, food, swag kits, and logistics based on actual responses instead of relying on educated guesses.

How it works:

• Navigate to Registrations > RSVP. To activate this feature, the organizer must create at least one ticket class—either free or paid.
  

For paid events, the flow gets even smoother. When guests click Attending, they’re redirected to your event website with all their details pre-filled. There’s no friction or abandoned carts. Just smooth transactions that convert intentions into actual ticket sales. Fewer clicks, fewer drop-offs, more show-ups.

Once RSVP is enabled:

• Invite-only, automatically: Once RSVP is enabled, your event becomes exclusive. Only invited guests can respond, keeping crashers and confusion at bay.
• Plus-one, not plus-chaos: Let guests bring their plus-ones without losing track of headcount. Set limits, track companions, and maintain control over your guest list.
• Response deadlines: Set a cutoff date for responses. Because someone needs to make the final catering call, and it might as well be you.
• Automated everything: From invitation emails to response tracking, the system handles the heavy lifting while you focus on making your event amazing
  

Response management

The RSVP dashboard organizes your guests by response status so you always know where things stand. From sending reminders to bulk editing responses, everything is built to save you time and sanity.

And when someone finally clicks Attending, they receive a ticket immediately—just like a regular registrant. Companion info is tracked in the Orders tab, so your count stays accurate.

Most importantly, you can plan your space with confidence. Goodbye awkward standing corners. Goodbye over-ordered food. Hello intentional, data-backed design.

RSVP is now live in Zoho Backstage. Because the only surprise at your event should be how perfectly everything runs when you actually know who's coming.

Plan availability: Included in the Free, Essentials, Premium, and Ultimate plans. 

Learn more

---

The Certificate Builder

Turn recognition into a moment that lasts

As your event wraps up, recognition takes center stage. Whether it’s a workshop, training session, competition, or conference, handing out a certificate transforms an experience into something lasting. It becomes something people are proud to showcase. But designing and managing certificates has always been tedious. Until now.

Say hello to the Certificate Builder, your all-in-one solution to create and deliver beautiful, professional certificates at scale. No design skills, no complicated workflows.

Drag. Drop. Done. 

Design certificates that match your event’s identity, whether you prefer a classic look or a bold, modern feel. The drag-and-drop editor lets you add everything from participant names and event details to logos, images, and signature fields.

You can customize fonts, positioning, background styles (solid, gradient, or image-based), and even insert QR codes that link to secure verification URLs. You can choose between A4 and US Letter formats and set the layout to portrait or landscape. Everything you create can be previewed before it’s sent, so you know exactly what your participants will receive.

Dynamic fields and smart placeholders help you generate thousands of certificates in just a few clicks. Whether you’re awarding attendees, speakers, sponsors, exhibitors, organizers, or staff, the builder supports role-specific templates for each participant group. For attendees, you can create a common certificate for all or tailor it by ticket class to recognize different levels of participation.

You can clone templates across events and manage all certificates from a centralized panel. Easily create new designs or update existing ones.

Certificates are sent directly from your event workspace, either individually or in bulk. Use the Download Certificate link option within Scheduled Emails to deliver them automatically based on roles or attendance status, such as checked-in or no show.

You can send certificates in bulk or download them if you prefer handing them out in person. No exporting. No extra tools. Just click, send, and move on.

Every certificate can include a QR code that links to a custom URL of your choice. You can use this to direct recipients to a relevant page, such as your website, portfolio, or resource hub. This adds a professional touch and extends the value of each certificate.

More than just a gesture, certificates reinforce your event’s value and brand identity. They increase engagement, strengthen participant loyalty, and leave a lasting impression that lives beyond the event.

Recognition shouldn’t be hard. Now it isn’t.

Try the Certificate Builder today and deliver achievements that people remember.

Plan availability: Included in the Ultimate plans 

Learn more

---

Canceled requests and action history in registration approvals

See the full picture. No request goes unnoticed.

Ever had an approval request vanish into thin air? We thought disappearing acts should stay in magic shows, not event management. The enhanced Registration Approval workflow in Zoho Backstage gives event organizers better visibility into canceled approval requests, along with a full history of who took action.

Previously, if an order pending approval was canceled, it would disappear from the approval tab. This made it difficult for organizers to track the request or know who canceled it. With this update, all canceled registration approval requests are now retained and shown within the Registration Approval section of your event dashboard.

This change helps maintain a clear audit trail of registration activity. Whether an order was approved, rejected, or canceled, the full record remains accessible, including the user who performed the action.

To view this information:

1. Navigate to Registrations > Registration Approval. 
2. You’ll now see five status types listed: Pending, Approved, Rejected, Canceled, and Completed.

Canceled requests appear alongside the others and can be filtered like any other status. For each request, you’ll also see who approved, rejected, or canceled it, giving you full transparency throughout the registration process.

This update improves accountability and helps organizers understand how many requests were withdrawn or canceled, which is especially helpful when analyzing attendee behavior or refining approval criteria.

---

Exhibitor enhancements 

Booth member listing preferences  

Speaking of visibility (because we're on a roll), let's talk about your exhibitors. You can now control who sees exhibitor booth member details on your event website. These profiles, which were previously visible only to logged-in users, can now be made public using a simple toggle. This is ideal for trade shows, public expos, or hybrid events.

To show/hide booth member profiles:

• Navigate to Exhibitors > Exhibitor Settings and enable/disable the Public Visibility of Booth Member Details toggle. 
• When enabled, anyone can view booth members without logging in. When disabled (default), visibility remains limited to signed-in users.

This update gives organizers more flexibility over exhibitor visibility, helping tailor the experience for both open and closed event formats.

Plan availability: Included in the Premium and Ultimate plans 

Exhibitor tags 

Easily group and showcase your exhibitors with the new exhibitor tags in Zoho Backstage’s Exhibitor module. Tags help organizers manage exhibitors more effectively and make it easier for attendees to find relevant companies.

You can now assign multiple tags, such as FinTech, Startup, or Europe, to each exhibitor while creating or editing their profile. These tags appear across key touchpoints, including exhibitor listings and profile pages on both the website and the mobile app. 

Attendees can filter exhibitors by tags to discover booths that match their interests. Organizers can use the same filters in the editor for faster management. Only active tags (those assigned to at least one exhibitor) are shown to attendees, ensuring a focused browsing experience.

Organizers also have control over tag visibility. Exhibitors can choose to hide certain tags from public view. These hidden tags remain visible to organizers in the editor but won't appear to attendees.

Manage tags from the Exhibitor tab or directly within an exhibitor’s profile. Tag-based filtering is already available on the web and mobile app.

Plan availability: Included in the Premium and Ultimate plans 

TikTok links in exhibitor profiles

Exhibitors can now showcase their brand’s TikTok presence directly on their profile page. This new social link appears alongside existing options like LinkedIn, Twitter, and Instagram.

---

Other enhancements 

We also have a few more touches to make your backstage run even smoother.

Attachment support for demo emails

You can now attach files to your scheduled test emails, allowing you to preview the full email experience and ensure all documents are ready for your attendees.

Session restarting

We’ve simplified the session engagement flow by removing the Re-Present Session option. Instead, presenters can now Restart sessions, and each restart is tracked separately for engagement metrics like chat, poll responses, and Q&A.

---

Every great event tells a story

From that first tentative “maybe” response to the final certificate download, your event now has a story that actually makes sense. No more planning in the dark. No more anticlimactic endings. Just clear beginnings, smooth middles, and memorable conclusions.

Because the best events aren’t just well attended. They're well remembered. And now you have the tools to make both happen.

---

Onward and upward

We’ve been rolling out a steady stream of updates, each one bringing us closer to the platform we’re working hard to build for you. While some features are still evolving, they’re all meaningful steps forward. Each update is designed with care, built to meet real needs, and shaped by your feedback.

Now that we’re in the second half of the year, we’re picking up even more momentum. There’s plenty more on the way, and we can’t wait to show you what’s next.

Thank you for growing with us and being part of the journey. We’re building something great, and we’re glad you’re here for it.

---

All the features and enhancements mentioned in this article are available across all Zoho Backstage-supported data centers.

If you have any questions or need further assistance, please contact support@zohobackstage.com. 

• Topic Participants

• Jithan Raghuraj

  

• Recent Topics

• Increase Round Robin Scheduler Frequency in Zoho Desk

  Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

• Separate Items & Services

  Hi, please separate items and services into different categories. Thank you

• Metadata API Access to Functions

  I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but

• Zoho mail to contacts and leads, but not to accounts?

  We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient

• Zoho CRM Layouts

  I have customised all our modules, Leads, Contacts and deals, and within them, I have created lots of different layouts depending on the type of Lead or contact, for example. Since the new Zoho UI came out, they have all disappeared. I have gone into

• Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

  Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered

• Python - code studio

  Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

• Direct Access and Better Search for Zoho Quartz Recordings

  Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays

• Task Order

  Hello! I've recently switched to Zoho Projects and a long time user of MS Project, Asana and LiquidPlanner (which has recently been purchased) and I'm running into a frustration I'm hoping someone can assist with. It has to do with how tasks are ordered

• Marketing Tip #19: Upsell on product page to increase order value

  Upselling doesn’t have to feel pushy. It can actually feel helpful when done right. Think "people also bought", upgrades, add-ons, or complementary items. A smart upsell increases your average order value and improves the customer experience by making

• CRM limit reached: only 2 subforms can be created

  we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Anonymous User I've read about imminent increase of other components (e.

• Change Last Name to not required in Leads

  I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

• Kaizen #198: Using Client Script for Custom Validation in Blueprint

  Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

• オンライン勉強会のお知らせ Zoho ワークアウト （2/19 参加無料）

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zoho

• Introducing Record Category in CRM: Group options to see record status at a glance.

  Release update: Currently available for CN, JP, and AU DCs (all paid editions). It will be made available to other DCs by mid-March. Hello everyone, We are pleased to introduce Record Category in Zoho CRM - a new capability where the user can get an overview

• Removing Tables from HTML Inventory Templates - headers, footers and page number tags only?

  I'm a bit confused by the update that is coming to HTML Inventory Templates https://help.zoho.com/portal/en/kb/crm-nextgen/customize-crm-account/customizing-templates/articles/nextgen-update-your-html-inventory-templates-for-pdf-generator-upgrade It says

• Zoho CRM for Everyone's NextGen UI Gets an Upgrade

  Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

• Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

  Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho

• How do i move multiple tickets to a different department?

  Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?

• Let us view and export the full price books data from CRM

  I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

• Something wrong with client script??

  Someone have the same feeling? Client script behavior become very strange..

• Set Default Status of Assembly to "Assembled" When Entered in UI

  I've just discovered the new "confirmed" status of Assemblies within Inventory. While I understand the intent of this (allowing for manufacturing planning and raw material stock allocation), it was initially confusing to me when manually entering some

• How to apply customized Zoho Crm Home Page to all users?

  I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has

• Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

  Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice

• Enrich your contact and company details automatically using the Data Enrichment topping

  Greetings, I hope you're all doing well. We're happy to announce the latest topping we've added to Bigin: The Data Enrichment topping, powered by WebAmigo. This topping helps you automatically enhance your contact and company records in Bigin. By leveraging

• Zoho Analytics + Facebook Ads: Performance Alerts for Active Campaigns

  Is it possible with integration of Zoho Analytics with Facebook Ads and set up alerts or notifications for active campaigns when performance drops? For example, triggering a notification if CTR goes below a defined threshold or if other key metrics (like

• SalesIQ Chat Owner to CRM Lead Owner Mapping

  There is no proper mapping between the SalesIQ chat owner and the CRM lead owner. When a chat is assigned to an agent, the lead created in CRM is often assigned to a different user, forcing admins to manually change ownership every time. This creates

• Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

  The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency

• Zoho Billing Partial Proration...

  Hi, In Zoho billing, we offer upgrades, downgrades, suspends, and resumes. We use online payment for most subscriptions, but have only a few that are offline, but we treat them the same either way.. We prorate only parts of these changes.. Right now zoho

• Ensure Consistent Service Delivery with Comprehensive Job Sheets

  We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on

• Any update on adding New Customer Payment Providers who support in store terminal devices?

  Currently there is only one Customer payment provider listed for terminal devices in USA- Everyware. They charge a monthly fee of almost $149 minimum. Will you add other providers - like Zoho Payments or Stripe or Worldpay that would allow integrated

• Getting Subform Fields to Display Top to Bottom

  I have a form where the fields are all in one column. I want to insert a subform where the fields are stacked in one column as well. I have built both the form and subform but the subform displays the fields from left to right instead of a stacked column. This will cause a problem displaying the subform correctly on mobile apps. How can I do this please?' Here is my form with subform now. As you can see the subform "Follow Up Activity" is displaying the fields left to right. I need them to go top

• [Feature Deprecated] Gamescope in Zoho Projects

  This feature is no longer available. All work and no play makes Jack a dull boy. Well, yes. That's true! Tiring work, buzzing coffee makers, busy turnstiles , occupied meeting rooms, back-to-back status updates and what not. Your everyday routine need not have to be this hectic. It can be more rewarding. It can be more fun. Zoho Projects believes in this fact and hence has launched Gamescope - A module that turns every project into an exciting game and boosts the spirit of your team by leaps and

• How to Convert NSF to PST Format Effortlessly? - SYSessential

  It is highly recommended to obtain the error-free solution of the SYSessential NSF to PST converter to convert NSF files from Lotus Notes. Using this professional software, it becomes easier to convert all NSF database items, including emails, journals,

• Can't connect to POP and SMTP over VPN

  I use Thunderbird to access Zoho Mail via POP and SMTP. I have configured an app-specific password for Thunderbird to use. Everything is properly configured and works correctly — until I enable my VPN. I'm using a paid commercial VPN service (Mullvad).

• my zoho mail is hacked

  my email is sending my username and password to people i dont know

• Suministrar accesos

  Asunto: Enable UPLOAD_RULE for API Attachments Mensaje: Hola, Necesito habilitar la capacidad de subir attachments vía API en Zoho Mail. Actualmente recibo el error: "UPLOAD_RULE_NOT_CONFIGURED" al usar el endpoint: POST /api/accounts/{accountId}/messages/attachments

• how to change the page signers see after signing a document in zoho sign

  Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

• Introducing real-time document commenting and collaboration in Zoho Sign

  Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without

• Polish signer experience to compete with docusign

  I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve the

• Next Page