How to set up booths and manage exhibitors in Zoho Backstage

Exhibitor Request Form

Collect information from exhibitors about their requirements and booth preferences by asking targeted questions that help you understand their expectations and needs.

Add a new field

Insert new fields in your request form to get more information about your exhibitor, such as what they want to showcase in their booth, the metrics that are important to them, or who their contact person is.
 

 
  1. Go to Exhibitors > Exhibitor Request Form from the dock. 
  2. The preview of the form for exhibitor requests will displayed.
  3. Click the Edit form button in the top-right corner. The view that opens up is the Form Builder and will include the following sections: Quick Fields, Custom Fields, Advanced Fields, and Preview.
    Note: You can include Terms and Policies, purpose for data collection, and CAPTCHA fields to your form from the Advanced Fields section.
  4. Drag a field from the Add Fields section and drop it in the Preview section of your form.
  5. Click   at the top of the field and drag the field to move its placement in the form.
  6. Click the Publish button to update the changes.

Edit form field properties

Customize the form-field properties and craft a form that is just right for your event.


 
  1. Go to Exhibitors > Exhibitor Request Form from the dock. 
  2. The preview of the form for exhibitor requests will display.
  3. Click the Edit form button in the top-right corner. The Form Builder will open.
  4. Click on the form field you want to edit. The Field Properties panel will appear.
  5. Enter a title for your field in the Title text box in the General tab. This is the name of the field as visible to attendees.
  6. Enter a name for your field in the Field Name textbox. This is the name of the field as visible to you in the Backstage app.
  7. Enter help text in the Placeholder text box. This will be displayed inside the respective field in the Preview section.
  8. Add a description in the Description text area. This will be shown below the form field.
  9. Set up properties specific to decision based fields such as dropdown, multiple choice checkboxes, or radio buttons.
    1. Default value: Set a value that will be preselected in the field.
      Note: If you've set a default value for a hidden field, this default value will be automatically saved for any entry saved through the form.
    2. Sub fields: Add follow-up fields that display depending on the option selected in the primary field. This can be used to collect more information when a particular option is selected in the primary field.
  10. Set up properties specific to dropdown fields.
    1. Allow new options: Enable new entries to be added to the default list of dropdown options you've provided when this field is filled.
    2. Allow multiple selection: Enable more than one option to be selected when filling this field.
  11. Enable the Mandatory toggle button if you want to make it a required field.
  12. Enter the minimum and maximum character limit allowed for text area fields in the Minimum length and Maximum length  boxes.
  13. Choose how you want to display the field in the Layout section:
    1. Select single-column layout to have just that field in the line.
    2. Select two-column layout to display the field side-by-side with the previous field.
  14. Choose to show or hide the field in the Visibility tab.
    Note: The default form fields cannot be hidden.
  15. Click the Save button.

Note:
  1. Default form fields are always mandatory and can't be made optional.
  2. Default form fields can't be hidden.

Set up the upload field



  1. Enter the maximum file size allowed when uploading in the Maximum size text box.
  2. Select an option for the mode of upload in the Field type section.

Add a CAPTCHA field



  1. Click the CAPTCHA field that was added to the form after the CAPTCHA checkbox was selected from the Advanced Fields section. The Field Properties panel will display.
  2. Select options from the Zoho CAPTCHA Types dropdown.
  3. Optional: Modify the text in the CAPTCHA Title text box.
  4. Set the visibility of the field.

Delete a form field

Remove form fields that do not match your event goals and keep your form updated.
 

 
  1. Go to Exhibitors > Exhibitor Request Form from the dock. 
  2. Click on the form field you want to delete.
  3. Click the Delete icon that appears to the right of the field.

Note: The default fields in the exhibitor request form can't be deleted.

Custom forms is a paid feature enabled based on your subscription plan.

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