What's New—April 2023

What's New—April 2023

Hello everyone,

We spent April working on a couple of under-the-hood improvements and squashing quite a few bugs. The result? Backstage runs a lot more smoothly now. And in the midst of all this, we also rolled out a new feature that we're sure you'll like.

So in case you missed them, these are the latest updates from Backstage.

Create consistent on-brand emails with our new email designer

You can now swiftly set up email templates for your event using our revamped email designer.

First, bring together all your emails by setting up a master template. This is the basic layout for all your emails and will include all the essential elements that you want to have consistently in any email that is sent out for your event.

Next, edit individual emails and add specific content and other items using the easy drag-and-drop editor. This allows you to include suggested content blocks that instantly generate information or let you fill in the information yourself.

Other nifty elements to use include merge tags. These act as placeholders to display information dynamically and can be used in all emails. For instance, adding the {{attendeeName}} merge tag in an email template that goes to all attendees will display the actual name of the attendee when they receive your email.



You'll also find a new email type called Reminders, which you can use to send timely prompts about upcoming ticket sales or deadlines, benefits and packages, special instructions, or event activities. Send these reminders to any event participant group or prospects. You can even segment each group further when you want to inform a specific set of people about news that pertains just to them.

The email designer also comes with Draft and Sent folders for your general scheduled emails and reminder emails.

You can choose to switch to the new email designer now or even later. When you switch, this change will only affect the current event and not all events in your portal.

Keep in mind that if you choose to switch now, you won't be able to go back to the old version for that specific event, customizations in current emails won't be preserved, and any scheduled emails you've created will also be deleted.

To access the email designer: Go to Manage Dashboard > Emails

OTHER UPDATES

  • Received sponsor proposals that aren't a good fit for your event or with a conflict of interest based on previously set terms? You can now delete these requests before sending any response when you want to remove them from the list.
  • Use dynamic sliders to enhance the top banner for all pages in your microsite with options for carousel and more. Set this up in the Design tab in the Microsite Builder when you edit an event.
  • Built-in sections on the event microsite can now be added anywhere you want. Use the Add section button in between sections to select one. Existing built-in sections, which are displayed when creating a new event, can also be deleted if not needed.
  • Create webhooks to collect exhibitor requests and custom form data and send this information to Zoho Flow, which you can later use based on the options you've configured in Flow.
  • The broadcast button at the bottom of the Sessions tab in OnAir has been removed for in-person events. Instead, you can do this with the broadcast to screen and halls options, found inside the Sessions panel.
  • If you've added only one session material, it will be automatically loaded for you when you start a session for an in-person event.

That's all for April. We'll be back next month with more Backstage news. Do let us know what you think by writing to us at support@zohobackstage.com with your feedback, suggestions, and questions.

Happy organizing!

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.







                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts





                                                              Manage your brands on social media



                                                                    Zoho TeamInbox Resources



                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Agent Performance Report

                                                                                                                  From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance
                                                                                                                • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

                                                                                                                  Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??
                                                                                                                • How can I adjust column width in Zoho Books?

                                                                                                                  One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but
                                                                                                                • Invalid value passed for file_name

                                                                                                                  System generated file name does not send file anymore - what is the problem?
                                                                                                                • Custom Function for Estimates

                                                                                                                  Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate
                                                                                                                • Search in module lists has detiorated

                                                                                                                  Every module has a problem with the search function :-/
                                                                                                                • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

                                                                                                                  Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in
                                                                                                                • Search in module lists has detiorated

                                                                                                                  Every module has a problem with the search function :-/
                                                                                                                • Bigin: filter Contacts by Company fields

                                                                                                                  Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround
                                                                                                                • Has Zoho changed the way it searches Items?

                                                                                                                  Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.
                                                                                                                • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

                                                                                                                  I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/
                                                                                                                • Zoho Calendar not working since a few days

                                                                                                                  Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a
                                                                                                                • Monthly timesheet, consolidation of time by project

                                                                                                                  I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example
                                                                                                                • Sending emails from an outlook account

                                                                                                                  Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later
                                                                                                                • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

                                                                                                                  My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules
                                                                                                                • can't login Kiosk URGENT

                                                                                                                  already try, can't login pls help to support. thanks.
                                                                                                                • 【Zoho CRM】CRM for Everyoneに関するアップデート:関連データ機能

                                                                                                                  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。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法
                                                                                                                • Profit / margins on Sales orders / Invoices / Estimates

                                                                                                                  When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate
                                                                                                                • Inventory to Xero Invocie Sync Issues

                                                                                                                  Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not
                                                                                                                • How to activate RFQ? What if a price list has ladder price for items?

                                                                                                                  Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?
                                                                                                                • Can't join canal Developers Zoho User

                                                                                                                  Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?
                                                                                                                • Desk Email reply - set default font / use custom font

                                                                                                                  Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is
                                                                                                                • PDF Templates - Checkbox Borders

                                                                                                                  Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single
                                                                                                                • Settings Icon No Longer in ZOHO Desk?

                                                                                                                  In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?
                                                                                                                • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

                                                                                                                  Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer
                                                                                                                • Simplified Call Logging

                                                                                                                  Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following
                                                                                                                • Sub form doesn't as formula field

                                                                                                                  Is it possible to get formula field in sub form in futures?
                                                                                                                • Week date range in pivot table

                                                                                                                  Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,
                                                                                                                • How do I get Status History data of my Projects?

                                                                                                                  I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?
                                                                                                                • Is it possible to hide fields in a Subform?

                                                                                                                  Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the
                                                                                                                • Weekly Tips :Instantly find what you need with Attachment Viewer

                                                                                                                  Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between
                                                                                                                • Missing Zoho Desk integration option for form workflows

                                                                                                                  According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.
                                                                                                                • Gantt for 2 or more projects

                                                                                                                  Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.
                                                                                                                • Integrating a Zoho Project Gantt Chart into Reports

                                                                                                                  Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks
                                                                                                                • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

                                                                                                                  Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check
                                                                                                                • Displaying related quotes in sales order and back

                                                                                                                  Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank
                                                                                                                • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

                                                                                                                  We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong
                                                                                                                • Clearing Fields using MACROS?

                                                                                                                  How would I go about clearing a follow-up field date from my deals? Currently I cannot set the new value as an empty box.
                                                                                                                • Migrating a Zoho Forms form into Zoho Creator

                                                                                                                  Hi, How can I migrate my Zoho Forms form into Zoho Creator? Thanks. Truly, Emad
                                                                                                                • Is there any way to recall an email sent using Zoho CRM?

                                                                                                                  If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.
                                                                                                                • Next Page