What's New - March 2025 | Zoho Backstage

What's New - March 2025 | Zoho Backstage

Hello there,
 
We’re thrilled to introduce a much-awaited lineup of powerful features and enhancements designed to fulfill your event management needs. Here's a round-up of the latest updates that will enhance your experience with Zoho Backstage this month.

Offer Tickets 

Early bird and limited-time offers are powerful tools to boost ticket sales and generate early revenue. With the new Offer Tickets feature, you can create multiple offers as tiers within a single ticket class, making the process more streamlined and automated.

Previously, you had to create separate ticket classes for each offer and manually manage their availability. Now, you can:
  • Add multiple offers under a single ticket class
  • Automate the offer start and stop conditions
  • Reduce manual intervention
Key benefits
 
  • Increased marketing impact: Time-sensitive discounts create a sense of urgency, encouraging faster ticket purchases.
  • Early revenue and cash flow: Early sales provide immediate cash flow to cover event expenses like venue deposits, marketing, and logistics.
  • Leverage Psychological Triggers:
    • FOMO (Fear of Missing Out): Limited-time availability compels attendees to act quickly.
    • Perceived Savings: Attendees feel they are getting a deal, making them more likely to buy.
How to use
 
Setting up offers



You can add offers as tiers within a ticket class and configure their availability based on:
  • Time: Set specific start and end dates for the offer.
  • Quantity: Define the number of tickets available at the offer price.
Flexible offer progression
 
From the second offer onward, you can choose to automatically start the next offer when the previous one ends. Or, set a custom start date for the new offer.

Customizing offer display

You can customize how offers are displayed on your event website using the Website Designer. The offer card can show:


  • Current Offer
  • Previous Offer
  • Next Offer
  • Both Previous and Next Offers
This flexibility helps you highlight the most relevant deals and enhance visibility.
 
Good to know 
  • During the ticket purchase process, the offer name appears alongside the ticket class name. The order summary clearly displays the applied offer.
  • After attendees purchase their tickets, the "Your Orders" section displays the offer name along with the ticket class name. The invoice also reflects the offer name for transparency.
  • When manually adding an order, any valid offers associated with the ticket class are applied automatically. There's no need for manual price adjustments.
  • During check-in, only the original ticket class amount is displayed.
  • Offer-tiered tickets cannot be selected during manual check-in.
Click here to learn more. 

Tax Rules - Canada (Early access)

Accurate tax calculation is essential for ensuring compliance and transparency in event management. With the new Tax Rules feature for Canada, you can automatically apply the correct tax rates based on your event location, making tax management simpler and more efficient. Zoho Backstage now allows you to create tax rules for all 10 provinces and 3 territories, which can be selected and applied to an event automatically, ensuring the correct tax rates are applied without manual adjustments. This feature supports in-person, hybrid, and online events, offering flexibility and accuracy.
 
The Canadian tax rule engine covers 10 provinces, 3 territories, multiple tax agencies, and 12 sales tax rates, providing a comprehensive solution for handling event-related taxes.
 


How do taxes work on Canadian events?  
 
For in-person and hybrid events, the tax rate is determined by the event’s physical location, based on the Place of Supply, in compliance with Canada Revenue Agency (CRA) regulations. This ensures attendees are charged the appropriate tax rate according to the province or territory where the event takes place.
 
For online events, where no physical venue exists, the tax is calculated based on the attendee’s location. This ensures the correct sales tax is applied, even when attendees purchase tickets from different provinces or countries.
 
How to use
 
To enable Canada Tax Rules, configure your organization’s location:
  1. Go to Portal Settings > Payments and Tax.
  2. Select Canada as the organization location. 
Once configured, the system automatically populates:
  • 12 default tax rates covering all provinces and territories.
  • 13 tax rules (one for each region).
  • A default rule for online events, applying the correct tax based on the attendee’s location.
  • 5 tax agencies for accurate tax handling. 
You can create new tax rates, groups, and authorities to meet your event’s specific needs. Additionally, you can add custom tax rules for both in-person/hybrid and online events, giving you full control over how taxes are applied.
 
Applying Tax Rules to In-Person and Hybrid events  


 
For in-person and hybrid events, Zoho Backstage automatically suggests tax rules based on the event location. The 13 default tax rules cover all Canadian provinces and territories. If the event location changes, the system automatically updates the relevant tax rules to reflect the new region’s rates.
 
You can also create custom tax rules by selecting a specific province or territory and applying a custom tax rate, offering greater flexibility for managing event taxes.
 
Applying Tax Rules to Virtual events
 
For online events, the system uses a default tax rule that covers all Canadian provinces and territories. Taxes are applied based on the attendee's location.
 
Canadian attendees are charged the applicable provincial tax rate.
International attendees are assigned a zero tax rate by default.
 
If you need to apply taxes to international attendees, you can create new tax rules tailored for online events, ensuring compliance with international tax regulations.
Info
  • Tax rules in Zoho Backstage are flexible and dynamic. You can modify them at any time during your event setup. However, changes will only apply to new transactions. Existing transactions will retain the original tax rule, ensuring previous purchases remain unaffected.
  • If you select a non-Canadian location for your event, the Canada Tax Rule will not be applied. This ensures taxes are only charged where applicable, preventing errors in cross-border events.

Event Category  


Categorize and filter events based on custom classifications for organizers and attendees to find and manage events easily. This new addition is aimed at improving event management by giving organizers the flexibility to create, manage, and filter events using custom categories. Organizers can now create up to 100 custom categories when setting up an event, giving them the freedom to define categories that suit their specific needs.
 
Previously, categories selected in Event Info were not utilized elsewhere, and there was no option to add new/manage categories.
Now, organizers can tailor categories to their specific needs and filter them on the Event Directory.

To access: 
  • While Creating an Event: On the Event Info page.
  • For Category Management: Under Portal Settings > Branding > Event Category.
Permissions:
 
Portal Owners & Admins:
  • Add, edit, and delete custom categories.
  • Cannot edit or delete default categories.
Event Organizers:
  • Can only add new categories.
  • Cannot edit or delete existing custom or default categories.


Other Enhancements 

Floor plan Focus Area 



The Focus Area in the floor plan refers to designated spaces within the event venue that are visually highlighted to draw attention to specific sections, such as booths, stages, or key locations. These areas allow organizers to emphasize important spots, making navigation easier for attendees and improving the overall flow of the event. Focus areas help guide visitors to essential parts of the venue, enhancing their event experience.

Custom Dates for  ticket classes (Early access)

In cases where smaller sessions or events (like welcome events, after-event parties, etc.) occur before or after the main event, this feature allows organizers to assign specific dates to separate ticket classes, ensuring tickets are only valid for the selected dates.
Info
Custom dates can be set within 30 days before or after the main event.

New WhatsApp triggers and templates 

The WhatsApp Integration, designed to enhance communication and engagement with all event stakeholders, now includes new triggers and templates to facilitate messaging and ensure timely updates for everyone.
 
For Purchasers:
  • Send Registration Confirmation: Instantly confirm registration to enhance the attendee experience.
  • Order Canceled: Notify purchasers promptly in case of any order cancellations.
For Speakers:
  • Welcome Speaker: Extend a warm welcome to our speakers and set a positive tone for their participation.
  • Speaker Added to a Session: Inform speakers when they’re added to a session, ensuring they are well-prepared.
  • Speaker Removed from a Session: Provide timely updates should there be any changes to their session involvement.
For Sponsors:
  • Thank a Sponsor Before Website is Live: Show appreciation early on, fostering positive relationships with sponsors.
  • Welcome and Thank Sponsor After Website is Live: Acknowledge sponsors publicly once the event website goes live.
  • Deny Sponsor Proposal: Deliver sensitive information with professionalism and clarity.
  • Acknowledge Sponsor Proposal: Confirm receipt of sponsor proposals, keeping communication open and transparent.
For Participants:
  • Event Canceled: Quickly inform participants in the event of cancellations, ensuring they’re kept in the loop.
We are continuously refining Zoho Backstage to make your event management experience even more powerful and intuitive. Stay tuned for more updates in the coming months!
 

If you have any questions, please contact support@zohobackstage.com
    • Recent Topics

    • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

      I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in
    • [Free Webinar] User Management in Zoho Creator - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
    • A couple of minor enhancements to Workflows

      Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"
    • Business Continuity - Disaster Recovery

      I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance were
    • Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

      Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our
    • Narrative 11: Are your customers happy?

      Behind the scenes of a successful ticketing system: BTS Series Narrative 11: Are your customers happy? Happiness isn't just something you experience; it's something you remember. Hear your customers' voices by enabling customer happiness ratings in Zoho
    • Don't understand INVALID_REQUEST_METHOD when I try to post up an attachment

      When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method type
    • Organization Emails in Email History

      How can I make received Org Emails to show up here?
    • Signature field is showing black

      Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?
    • Zoho CRM Android app updates: record sharing, user image upload, Zoho Survey integration, and more

      Hello everyone, We've made some important improvements to Zoho CRM's Android app, and we'd like to walk you through the latest updates. Here's what's new: Record sharing with org users User image upload Zoho Survey integration support Venue preference
    • How to Delete/hide Google adwords section from Layout?

      Hi people, maybe someone can tell me how to remove or hide the Google adwords section from my layout? Im not using it and it takes too much space.
    • WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?

      he need: Read and write two custom subform line-item fields on Quotes: Segment_wyceny (picklist/text) and W_pakiecie (number). Write works; read does not return these fields via SDK. Environment Zoho CRM Widget Zoho Embedded App SDK v1.2 Module: Quotes
    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
    • Way to update CRM records in quik view

      I have custom module in zoho crm and that module have 500 records. I want a quick way or UI so that user can easily update the record information in quick view without going to record detail view or edit view. I tried zoho sheet option but in zoho sheet
    • Writer sing up problom

      Zoho writer sing up prolom face
    • Where to integrate Price Book and Product List Price

      Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset
    • Form / CRM Integration Not entering into workflow

      I have a simple form setup with company name, first name, last name and lead source. Each of the fields are mapped to CRM Leads module. When the form is submitted, the lead is populated properly. I also have a workflow created that when the lead source
    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
    • Zoho Slowness - Workarounds

      Hi all, We've been having intermittent slowness and Zoho just asks for same stuff each time but never fix it. It usually just goes away on it's own after a couple weeks. Given that speed is a very important thing for companies to be able to keep up with
    • First day of trying FSM in the field.

      What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
    • Don't understand why Forms Mobile Scan and Fill not working

      I have configure enabled mobile scan and fill, I have enabled QR and Bar code on two fields name and position, I have mapped seq 1 to Name and seq 2 to position, I have created a 2d QR code with the person names and position, seperated by a comma. When
    • Recurring Supervisor Rule Reminders for Open/In-Progress Tickets

      Hello Zoho Support Team, I would like to suggest a potential improvement regarding reminders for tickets and activities in Zoho Desk. Currently, it is possible to set reminders only once. In the Supervisor Rules section, it is possible to configure reminders
    • Template usage

      Hi, We are using some templates as a response to customer questions. Is it possible to analyze the usage of these templates? We want to know if the use of our templates has increased over time
    • Round robin

      Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I
    • How to mute chat notification sound by default in Zoho SalesIQ?

      We’ve recently embedded the Zoho SalesIQ chatbot on our website, and we’ve noticed that notification sounds sometimes play even when the visitor hasn’t interacted with the chat widget yet. We’re trying to understand two things: Why do these sounds occur
    • Ticket Status Colors

      Can i change the colors of Ticket Status in the admin panel? Or even change the background of the entire cell of a Critical ticket? This way its easy for my agents to see a urgent ticket when it comes in. Right now everything is black text. Here Right
    • Sync Lookup Fields from Zoho CRM

      HI Team, I have synced a lookup field from my CRM data to Campaigns. When I view the synced data the field appears to display a Zoho CRM record ID rather than the text value. Is it possible to get the sync to import the text value rather than the CRM
    • New From Address cannot verify

      I have created a new From Address, which is the support@ address for my domain, that forwards to the default support mailbox. Presumably then, the verification email that is sent, should turn up as a ticket, but it does not. How can I verify my from address so that I can use my own domain?
    • Closing Accounting Periods - Invoice/Posting dates

      Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting
    • How to update/remove file in zoho creator widgets using javascript API

      Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API
    • issue with image thumbnails not showing in Image Selector

      We have been using Zoho Campaigns for over a year, maybe close to two years, and this issue just started happening in the last month. I wanted to wait to see if it would resolve on it's own, and it doesn't seem to be. The thumbnail images for all new
    • Deluge Script for adding tag

      Trying to create a custom function where a tag is added to a record - but for the life of me, I cannot figure out how. Help please! Moderation Update: Adding the help doc and sample to add Tags to records via deluge here for everyone's benefit. tag1 =
    • Unlock your Zoho Vault with OneAuth, Windows Hello, TouchID, YubiKey, and many more!

      Hello everyone, We are thrilled to introduce one of the most highly requested features – the ability to unlock your Zoho Vault using various authenticators. The primary purpose of a password manager is to remember just one master password and securely
    • Blueprint or Validation Rules for Invoices in Zoho Books

      Can I implement Blueprint or Validation Rules for Invoices in Zoho Books? Example, use case could be, Agent confirms from client that payment is done, but bank only syncs transactions tomorrow. in this case, Agent can update invoice status to done, and
    • Creator roadmap for the rest of 2022

      Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements
    • How can I get base64 string from filecontent in widget

      Hi, I have a react js widget which has the signature pad. Now, I am saving the signature in signature field in zoho creator form. If I open the edit report record in widget then I want to display the Signature back in signature field. I am using readFile
    • Add Setting Values to the Rules

      Hi, It would be great to use the rules to set values in fields for submission, such as if a Type is X then set the Field Y to 10. Thanks Dan
    • So we ran with it for the week

      In our company i bit the bullet and ran with FSM for a whole week. Service calls, deliveries and surveys. Covering about 30-120 miles a day to domestic properties. Loved the appointment list and satnav integration. Loved the timer to measure the appointments.
    • Is there a way to set Document Owner/Sender via the API

      When sending requests for zoho sign, it would seem zoho uses the id of the person that created the zoho api cred to determine the owner_id, is there a way to set a default for this?
    • What's New - September 2025 | Zoho Backstage

      September has been a different month for Zoho Backstage. Instead of rolling out a long list of new features, we focused on something just as important: Performance, reliability, and stability The event season is in full swing, and organizers are running
    • Next Page