What's New - July 2025 | Zoho Backstage

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. 

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 


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.

InfoAll 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. 

    • Recent Topics

    • Can I hide empty Contact fields from view?

      Some contacts have a lot of empty fields, others are mostly filled. Is there a way I can hide/show empty fields without changing the actual Layout? I would like to de-clutter my view, and also be able to add information later as I am able. I would be

    • Zoho Cliq not working on airplanes

      Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

    • Option in pipeline deal to select which hotel or branch or store if client has more than one local store

      Hi, I would like to know if there is an option in the deal pipeline to select which hotel, branch, or store a deal is related to—if the company has more than one location. For example, I have a client that owns several hotels under the same company, and

    • Request to Recover Deleted Task List – Project ID: RIV-MOD-10722

      Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted

    • Is this a SCAM email or is it really Zoho?

      L.S. I received the following message. Is this from Zoho? I have had a Zoho One account for many years and my website has been online for years. If it is a scam, I think you should know about it.

    • Is it possible to use HTML formatting in SMS messages sent from Zoho?

      Hi everyone, I have a question regarding sending SMS from Zoho When we send emails from Zoho, we can include HTML code to format the message (like adding links, styling, etc.). Is it possible to do something similar when sending SMS messages through Zoho

    • an issue in Zoho CRM where the workflow rule is not triggering

      H I’m currently facing an issue in Zoho CRM where the workflow rule is not triggering when a new lead is created through a webform. I’ve double-checked the criteria and field updates, everything seems fine but it still doesn’t fire. Has anyone faced this

    • Email Insights included in Bigin emals are marked as SPAM everywhere

      Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is

    • Email Parser Not Extracting Fields Correctly with Certain Label Formats

      I’ve been testing the Email Parser functionality in Zoho CRM to automatically extract data from incoming emails and map it to CRM fields. During testing, I noticed that parsing sometimes fails when the email contains field labels formatted like this:

    • How do I import Connected Records for a Deal?

      Can you point me to an example of the CSV file that would add related records to an existing CRM Deal? I imported a Deal, then tried importing a connected record using a unique ID that references the Deal ID, but it doesn't attach it to the Deal rec

    • File Upload Field in Zoho Forms Not Updating Existing File in Zoho CRM

      Hi everyone, I’m trying to understand the behavior of a file upload field mapped from Zoho Forms to Zoho CRM. Scenario There is a File Upload field in a Zoho CRM module. A Zoho Form also has a File Upload field, which is mapped to that CRM field. When

    • Zoho Training

      Greetings! I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for studies. Recently a client

    • Detailed list of scoring rules in Zoho CRM

      Good morning Zoho community, warm greetings The reason for my message today is that I have a problem with my CRM, which I will explain below: Our organization has scoring rules designed to rate our potential customers or leads in the application based

    • How to create a summary document from Projects details

      Hi, Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a Writer

    • Host in US Data Centre

      I humble apply to be registered on US Data centre

    • convert the project to templet

      i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every time

    • Best practices for managing Project Charters, Business Case and RAID logs within Zoho?

      Hello everyone, I’m currently refining our PMO setup within Zoho Projects and I’m curious how others are handling high-level governance documentation. We’ve been using the standardized Project Charter, Business Case and RAID frameworks from projectmanagertemplate.com

    • Resource Management System built using Zoho CRM, Creator, Projects, and People:

      In a Resource Management System built using Zoho CRM, Creator, Projects, and People: CRM Deal Closed → Creator Allocation Engine → Zoho Projects Task Assignment What is the recommended architecture to handle dynamic reassignment when: an employee goes

    • Dynamic Remaining Quantity in Lookup During Allocation

      Hi everyone, From what I understand in Zoho Creator, lookup fields only display the stored value from the source record and do not dynamically update while a form is being filled. Because of this, showing a real-time updated remaining quantity inside

    • connect zoho creator with google drive

      Hello everyone, I need to connect to a folder drive. The idea, is that google drive loads a text document with some data, I must read that text document to be able to autofill a form that I have in zoho creator with that data. I also attach PDFs and place

    • Ability to Attach Record-Specific Files Automatically in Workflow Email Templates

      Currently in Zoho CRM, email templates allow attachments to be added, but these attachments are static and remain the same for every recipient. There is no straightforward option to automatically attach a file that is stored within the specific CRM record

    • Uploaded files are not included when using "Include user submitted data" in Email Notification

      In Send Email notification workflow in Zoho Creator, there is an option called "Include user submitted data" which allows the email to contain all the form submission details. However, when this option is enabled, files or images uploaded through File

    • kanban view for client portal

      Are kanban views an option for client portals? Access to Kanban views in the client portals would solve some mobile-compliant issues I have with the UI. Kanban functions very nicely on mobile and would be a super asset for my clients and vendors as they

    • Credit Card Pre-Authorization with later Capture/Settlement

      We really enjoy the convenience of being able to pay off a customer's invoice using our Auth.Net integration with Zoho Books. Unfortunately, we can only take advantage of this feature with a small percentage of our customers as it leaves a gaping hole

    • Zoho Sign 2025–2026: What's new and what's next

      Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.

    • Work Orders / Bundle Requests

      Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

    • Izettle or Sumup Integration for Zoho Books.

      The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.

    • Train Zoho Answer Bot Based on Customer

      Hi all, Is it currently possible to mark Help Centre articles to a specific customer, and restrict the answer bot to only use relevant information if it is either marked as "General", or tagged for the specific customer in question? We currently have

    • Trying to access records in a custom module in Zoho Desk and not having luck

      I've built a custom module in Zoho Desk and am using a custom function to query the records in the module and I'm not having any luck. The only way I have found to retreive a record is by getting it by its recordID (the long zoho assigned one). The function

    • Composite items inside of composite items; bill of materials needed

      Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights

    • ZOHO Books Smart Accounting Software for Travel Agency

      Dear Travel partner, Contact for Travel Agency Accounting Setup & Training Vansh Travel (ZOHO Books Authorised partner) Email: info@vanshtravel.com Mo: +91 98984 95155 Please find PDF   

    • 452 Mailbox delivery restricted by policy error

      We have been testing Zoho desk for about a week now and have been forwarding emails in via an Exchange Online Mail flow rule without issue until yesterday. Suddenly yesterday morning we started getting the vast majority of the emails stuck in Pending

    • Send Email reply on behalf of Agent

      Hi, When using the send email reply via the API I can set the reply on behalf of the customer by using impersonatedUserId in the header of the API call. Is there a way to do this for Agents too? I need to be able to send an email reply on behalf of an

    • Sharing Tickets to a team within a department

      Hi there, We have a need for one department to be able to share tickets to a specific team within a department, I'm wondering if this is possible? All the shared tickets are going into the 'Shared Tickets' view for the whole department but is there a

    • Removing To or CC Addresses from Desk Ticket

      I was hoping i could find a way to remove unnecessary email addresses from tickets submitted via email. For example, a customer may email the support address AND others who are in the helpdesk notification group, in either the TO or CC address. This results

    • Do not use isnull()

      Does not always return booleans. Can also return null. Never use this function. Just use var==null instead.

    • Organization wide Account and Contacts Visibility/Sharing Capabilities?

      Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to

    • Is there a way to configure dark mode for Campaigns emails that go out to customers?

      I've found a lot of information on how to configure dark mode for my (The user) personal Zoho workspace and email, but is there any way to edit dark mode settings on emails that we send out to customers via campaigns?  We sent out a test email the other

    • When Does WorkDrive integrate with Books?

      When Does WorkDrive integrate with Books?

    • FSM integration with Books

      Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders

    • Next Page