Dear Backstage users,
This time we've rolled out a new feature to help you with further customizing your microsite in order to provide more flexibility for collecting information from event participants. Along with this, our existing features have also undergone quite a few enhancements, and we hope you can see the difference in how much better and more cohesive the overall Backstage experience is.
So here we go with a quick rundown of all that's happened last month.
Get the right details from event participants with forms you create
Previously, Backstage allowed you to add new fields to default forms to collect more information from microsite visitors. Now you can design your very own form, set properties for all the fields on the form as per your need, and place it anywhere on the microsite using custom sections.
Simply click the Add section button on any microsite page in the Design tab and select the Custom form tab. Then click the Create custom form button, provide a name and description for your form, and continue on to build your form. Once you've published your form, it'll be saved and listed in the Custom form tab, which you can pick anytime and add as a section in the microsite.
Data collected from these forms will be listed in the Form responses tab found inside the Manage Dashboard in the Event Console.
OTHER UPDATES
- Tags can be added for sessions when you create them. This will help attendees easily find them when looking up a specific session in the event agenda on the microsite.
- Tab navigation in the Sponsors tab has been modified to match the other tabs in the Microsite Builder.
- Export event exhibitors from the Exhibitors tab in the Microsite Builder.
- Set different redemption levels for each guest who is invited to use a promo code when purchasing a ticket. Redemption details like how much each individual has redeemed and the maximum redemption limit for each guest can be downloaded when exporting the promo code list. You can also provide the maximum redemption limit for each guest if you choose to import your guest list to easily populate these details in Backstage.
- Default options can be provided for quick fields, sub fields, and custom fields (except the Upload field) in all forms in Backstage, and also for the Country field of the billing address in the registration form. This can be set up by selecting the field in the form and choosing an option in the Default option dropdown in the resulting panel that displays.
- Page visibility, which was earlier limited to only attendees, is now extended to speakers, sponsors, and exhibitors as well. Access to a page can be granted to a specific set of people inside each category. For instance, you could make a page available only to ticket holders of a specific ticket class rather than to all attendees or sponsors from a certain category instead of all sponsors. To set this up, select the Exclusive to event participants option when changing the visibility of a page in the Pages tab inside the Design tab.
- The Queries tab, which initially displayed the data received through the Get In Touch form, has been renamed to Form responses. This tab will now display the data collected from the Get In Touch form and all other custom forms you create for the event.
- Upon signing in to an event on the microsite, users will be welcomed to the event and provided with options for using the microsite based on their role in that event. Each person's role will also be displayed as a tag next to their name in relevant places on the microsite such as in the User Avatar menu in the top-right corner.
- Visitors can also bookmark sessions on the Agenda page when they are signed in to the event microsite. Previously this option was only available for ticket holders.
That's all for February. We'll be back next month with more Backstage news. As always, you can write to us at
support@zohobackstage.com with your queries, feedback, and suggestions.
Happy organizing!
Recent Topics
In Kiosk, please support "File upload field" in the "Field Update" action
Hello. Supporting "File upload field" in the "Field Update" actions would be a great addition to Kiosk Studio. I would appreciate it if you could evaluate it. Saludos,
can I link a contacts to multiple accounts
can I link a contacts to multiple accounts
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
For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.
Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "
Zoho Creator - Zoho Analytics
I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?
The Social Wall: November 2024
Hey everyone, As we move into December, we're excited to share all the updates that went live in Social during November. View, monitor, and respond to your WhatsApp and Telegram messages from Inbox Take your communication a step further by integrating
Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management
Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February
Add an action to set agent as a member of a team in zoho desk
Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, Ram
Power of Automation :: Automatically set the dependency between Parent task and the respective sub tasks
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
Registration in community
Namaste I am from Shimla, But there is no option selection of shimla.
Spell Check default language
Hello All, Is it possible to set the Spell Check default language? I can't find it in the settings. Thanks a lot! Levente
Function #4: Schedule Customer Statements
Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over
Music files on Zoho Docs
1) Uploaded a ma3 music file from Itunes. When I click on the link, i go to the page and see a music player but it doesn't play. Clicking on the play arrow does nothing. How to fix???? 2) Also, when i put up a .zip file and goto the page, anyone download it. That's fine. But with a music file, all I get is that non functional player with no way to simply download the song. Do I have to zip every song so it can be downloaded?
5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/19)
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 12月開催のZoho ワークアウトについてお知らせします。 参加登録はこちら: https://us02web.zoom.us/meeting/register/tZAqdOCrrDMtGdL3w__UraUPaZxJpeS_wcyt ━━━━━━━━━━━━━━━━━━━━━━━━ 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的とした「Zoho ワークアウト」を開催します。
Restrict Employees Access to Zoho Support
Dear Zoho Support Team, Greetings! I am the focal point for all Zoho-related matters in our organization, and I would like to request the following features to help us streamline and centralize our support interactions. We request that zoho one support
How to import timesheets or entries into a projecgt
How can one import timesheets into a project via a csv file?
Automatic License Management Upon User Deactivation in Zoho One
Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior by
Shared Snippets Everyone
Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets
Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
How to suppress display of "USD" of currency field?
When is Zoho Vault getting fuzzy search?
Seeing posts on here dating back as far as 3 years complaining about Vaults search functionality. It’s terrible. Please include fuzzy search, and sorting of results according to “most applicable”; not just alphabetically.
Automation#22 Track Ticket Duration at Specific Status
Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s
Self-Support Portal invites
I'm a one man operation and I'm using the free version of the Zoho Desk for now, but I am in need of help. When I do test tickets, I get a reply from the system inviting me to join the Self Service portal. I don't plan on using that, so I wonder if there
Lookup field in User module cannot look up to custom modules!
Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?
Tip #10: Automatically add tags to Zoho CRM records using form responses
You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a
Understanding response time
We have the following set up for our SLA. When a contact first writes in, the response due and resolution due dates are set. When one of our agents responses, the response due goes away. When a ticket gets a response from the contact, it appears to reset
Publish multiple languages at once in Knowledge Base
Does anyone know if it is possible to publish multiple translated articles at the same time? My knowledge base has about 35 languages, and while I have them set up to automatically translate, I still have to go in and select each language and manually
Canvas and Related lists
Hi, As much as I like canvas, when adding in a asection with related lists,it doesnt mimic the same functionality as the standard view within the CRM e.g left hand panel will show the module and total number of records. Is there a way of indicating this
Email address ZOHO suggestions in replying - how to delete unwanted suggestions?
Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where one
Copy Widget to another Dashboard
I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
Zoho Learn vs. Trainer Central
Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP
How to Display a Logo Image on a Public Form?
I would like to display a logo image in the header of a form. To achieve this, I added an Add Notes field to the form. The code below works perfectly for Zoho users accessing the form. However, when the form is made public, the image does not load properly:
Creating a Zoho Online Meeting in a Blueprint
We are looking for an easy solution to schedule online meetings in a blueprint and ran into the same problem discussed in this topic: https://help.zoho.com/portal/en/community/topic/custom-function-to-set-meeting-to-online-meeting (After connecting Zoho
Enabling 'From Number' and 'To Number' fields in the Calls module
Hello everyone, We've added "To Number" and "From Number" fields in the Calls module as part of our latest update to provide users with the option to enable or disable them through the Calls Preferences tab. When enabled, these fields will be displayed
Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!
We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under
Route Optimizer
Does Zoho Inventory offer route optimization for our in-house deliveries? It will save us time to manually route our daily orders. Thank you
Can documents attached to different ZohoForms automatically go to different OneDrive folders?
Hi there, I set a workflow to track and store applications coming in from our website. I created two different Zoho forms, one for unsolicited applications, one for applications to job postings. After any of the forms has been filled in, a new record
Kaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
Next Page