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







                            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

                                                                                                              • New and improved API resources for Zoho Sign Developers

                                                                                                                Hello, Developers community! We know that for you, an API's real value depends on how quickly, easily, and reliably you can integrate the it with your application. That's why we're excited to talk about the recent improvements to our developer resources,
                                                                                                              • Project Approval Process Workflow

                                                                                                                Issue: When a new Project is created, there is lack of process/workflow that provides their manager a process to approve or review. Suggestion/Idea: Similar to “Workflow”, we need “Workflow” ability at Project level, where based on the criteria of the
                                                                                                              • Why can I not choose Unearned Revenue as an account on items?

                                                                                                                Hello, I do not understand why we don't have the ability to code an item to unearned revenue. It is not an uncommon situation to have in business. I understand that there is the Retainer invoice as an option, however that doesn't really work for us. Our
                                                                                                              • Rules not working properly

                                                                                                                I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)
                                                                                                              • Notebook font size issue

                                                                                                                If I copy something from somewhere and paste it in my notebook, the font size becomes smaller.
                                                                                                              • Sign in process is beyond stupid. I'd rather plug my phone into USB and copy files than sign in to this POS.

                                                                                                                792 clicks and fields to fill in just to get into a 3rd rate app is too stupid for me.
                                                                                                              • cant use mail API

                                                                                                                I have generate Auth token from https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoMail/ZohoMailApi&EMAIL_ID=Zoho Mail Username or Email ID&PASSWORD=Your Zoho Mail Password and get the token but when i use that token on http://mail.zoho.com/api/organization/
                                                                                                              • Ampersand in URL parameter // EncodeURL does not work

                                                                                                                Hi Zoho, I have a url link with a parameter. The parameter is including ampersand in some cases (Can be "H&M" or "P&I") When trying to use %26 instead of "&"  (the result I get using EncodeURL()) I get H%26M instead of H&M in the parameter field. How can I solve this? Thanks! Ravid
                                                                                                              • how can we create in zoho crm a new contact when the looup does not find a similar existing one

                                                                                                                In forms/integrations/zoho crm / ne w record tab, contact name is to be mapped with my form contact name. When I go in biew edit/lookup configuration, I don t get the options (help dedicated page simply repeat the same info you get in the app) and does
                                                                                                              • Directory Websites

                                                                                                                Directories are a good website category to gain search engine traffic. Directories for a professional service category as an example can help their members in search results over their individual website. It would be nice to have a directory template
                                                                                                              • Manage Task on Mobile

                                                                                                                How do we manage our task on mobile devices? It seems that there should be a standalone mobile app to handle the new task features. The new features released in regards to Task management are great by the way! Now we need to bring that all together in
                                                                                                              • Set Default Payment Method & Default account

                                                                                                                Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very
                                                                                                              • Customer Portal on Zoho Desk

                                                                                                                Hi, I'd like to know more about the items below I found when setting up the Customer Portal on Zoho Desk. Could someone help me explaining these in details? Especially the 2nd and 3rd point. Thanking you in advance! Permissions Customers can sign up for Customer Portal Customers can view tickets of their organization (contacts) Customers must register to access Customer Portal Display Community in Customer Self Service portal
                                                                                                              • Computer Showing Offline in Unattended Access

                                                                                                                I have a computer that was connected to the internet but showing offline in Assist. I tried uninstalling the program and deleting it from Zoho Assist the reinstalling and it still does not show up. I have been a user for several months and am not pleased with the lack of connectivity with Assist. If this continues I will have to find another product. The computer I reinstalled it on is not even showing up in Assist now. The name is NYRVLI-PC. Thanks
                                                                                                              • Zoho CRM Portal Error

                                                                                                                Hi, We’re experiencing an issue with the Zoho CRM Portal. When we try to access it, we receive an HTTPS connection error: net::ERR_CERT_COMMON_NAME_INVALID. If we proceed past that, we then get a 400 Bad Request error. Could you please help us resolve
                                                                                                              • Integrating Zoho CRM EmbeddedApp SDK with Next.js — Initialization and Data Fetching Issues

                                                                                                                You can get an idea from my code I have given in end: First, I worked on a React project and tried the same thing — it worked. My goal was to import the Zoho script and then load contacts using the Zoho Widget SDK, which was successful in React. Now,
                                                                                                              • monetizing the courses

                                                                                                                Can I add a price for course enrollment ?
                                                                                                              • Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?

                                                                                                                Can we add zoho books features like invoices estemates etc on our zohocommerce website. When our customer login with their account they can able to see all books features in one place on zohocommerce?
                                                                                                              • Taxes for EU B2B Transactions

                                                                                                                Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid. This is essential for all inter EU B2B trade.
                                                                                                              • Unable to Receive Emails on Zoho Mail After Office 365 Coexistence Setup – Error: 553 Relaying Disallowed

                                                                                                                Hello, My domain name is bigniter.com, and I’ve been using Zoho Mail as my email service provider without any issues. Recently, I followed the steps outlined in the Zoho documentation to enable Coexistence with Office 365: 🔗 https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html#multi-server
                                                                                                              • Candidate Registration/Invitation

                                                                                                                It would be great to include the 'invite' candidate functionality into some of the automation functions - ether through a custom function trigger or webhook or accessible through an email template.  Currently there is no way to add this functionality into any workflows or blueprint steps which, I find limits the ability to invite candidates to engage with us directly through our candidate portal. 
                                                                                                              • [Free Webinar] Learning Table Series - Creator for Infrastructure Management | A Partner-driven collaborative session

                                                                                                                Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About the Learning Table Series The Learning Table Series is a free,
                                                                                                              • I have error AS101 when I try to add paypal@mydomain.com to Zoho

                                                                                                                Please help me with this. I tried to call the help line 4 times but don't get any response.
                                                                                                              • VAT on Multiple Expenses

                                                                                                                Firstly, might I say I am based in Ireland, and I'm not an accountant, and therefore my understanding of procedures could be somewhat limited. Scenario. An employee pays for items throughout a month, and therefore their claim for expenses includes multiple items - some of the items are VAT deductible (eg, an IT product) and some are not (eg, a client lunch). Discovery The odd thing in ZBooks, is that whilst it seems possible to add a VAT rate to a one-off item of expense, it is not possible to add
                                                                                                              • Agent assignment filter?

                                                                                                                Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't
                                                                                                              • Kiosk Page Refresh

                                                                                                                We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
                                                                                                              • Tips & tricks: Make SalesIQ automations work for you

                                                                                                                Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this
                                                                                                              • Digest Octobre - Un résumé de ce qui s'est passé le mois dernier sur Community

                                                                                                                Chers utilisateurs, Faisons le point sur les temps forts du mois d'octobre au sein de notre Community Zoho France. Partager des informations sensibles, comme des mots de passe, peut vite devenir compliqué et risqué. Les données circulent par email ou
                                                                                                              • How do I fully delete a user account

                                                                                                                Hi, I have two old accounts on my CRM which are inactive and show as 'Closed' in the list of users. BUT they are basically still there. How do I fully delete these accounts? They appear in some parts of CRM still such as the on the contact record emails
                                                                                                              • Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar

                                                                                                                Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar
                                                                                                              • Credit Management: #6 Tackling Common Mistakes in Credit Based Billing

                                                                                                                Businesses extend credit to build relationships, make buying easy, and drive more sales. But somewhere between extending and collecting, things begin to slip. A few late payments here and there, an overlooked invoice, and a backlog make cash flow feel
                                                                                                              • Updating Blueprint stage from my Deluge function

                                                                                                                Hi all, I need to update the blueprint stage. Its almost working, but ONLY if the current Deal stage is 'Closed Lost'. On any of my custom stages that Ive specified in the pipeline it doesnt work! My code: dealmap = Map(); deal_stage = deal.get("Stage");
                                                                                                              • Canvas: is it possible to have a fixed header?

                                                                                                                Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!
                                                                                                              • Limited layout rules in a module

                                                                                                                There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. Are
                                                                                                              • Using Contains as a filter

                                                                                                                We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports?  This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice
                                                                                                              • Set off Unearned Revenue

                                                                                                                Hi, I would like to get a clarification on the below. I have an opening balance of BD.725/- in my Unearned Revenue A/c which includes the overpayments of 6 clients. No One of my clients settled his invoices by paying the value of the invoice less the
                                                                                                              • How Zoho Desk contributes to the art of savings

                                                                                                                Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something you
                                                                                                              • Add Webhook Response Module to Zoho Flow

                                                                                                                Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements
                                                                                                              • When moments in customer support get "spooky"

                                                                                                                It’s Halloween again! Halloween is celebrated with spooky symbols and meanings based on history and traditions, with each region adding its own special touch. While we were kids, we would dress up in costumes along with friends, attend parties, and enjoy
                                                                                                              • How to backdate record payment for the invoice

                                                                                                                I would like to record a payment which happened 2 days ago, but I am not able to select any date later than today. I backdated the invoice, too, but it doesn't change anything
                                                                                                              • Next Page