How to setup sponsor category and add sponsors in Zoho Backstage

Sponsors


Add a sponsor

Add a sponsor, select a package, and update contact information for the sponsor. 



  1. Go to Manage > Sponsors from the dock
  2. Click the All Sponsors tab.
  3. Click the Add Sponsor button. The Add Sponsor panel will display.
  4. Provide all the sponsor details:
    • Sponsor company/organization's name
    • Website URL of the sponsor
    • Amount that is being sponsored
    • Sponsor logo
    • Description of the sponsor
    • Sponsor contact details
      Note: If you have set up sponsor categories, select the appropriate category based on sponsored amount.
  5. Click the Done button.
Note: Sponsors that you add before setting up any sponsor category will be set to the default category named Basic.

View a sponsor

View the sponsor you've added to see more details about them.



  1. Go to ManageSponsors from the dock.
  2. Click the All Sponsors tab.
  3. Click the View button for a sponsor. The Sponsor Details panel will be displayed.

Edit a sponsor

Modify any detail you have saved for a sponsor such as sponsor category or the amount.



  1. Go to ManageSponsors from the dock.
  2. Click the All Sponsors tab.
  3. Click the Edit button for a sponsor. The Edit Sponsor panel will be displayed.
  4. Modify the details in this panel.
  5. Click Done.

Delete a sponsor

Remove a sponsor that you have already added or approved and refund the sponsor amount, if anything has been received.


  1. Go to ManageSponsors from the dock.
  2. Click the All Sponsors tab.
  3. Click the dropdown for a sponsor and select Delete. The Remove Sponsor dialog box will be displayed.
  4. Click Remove in the resulting dialog box.

Export sponsor list

Keep an offline record of your sponsors list by exporting them into a spreadsheet.


  1. Go to ManageSponsors from the dock.
  2. Click the All Sponsors tab.
  3. Click the Export button in the top-right corner. The Export Sponsors dialog box will appear.
  4. Optional: Select the Password Protect the file checkbox to password protect the file.
  5. Optional: Enter a password in the Password text box.
  6. Select the format in which you want to export the file in the Choose Format section.
  7. Click the Export button.

Supported file formats
 
XLS        CSV

Sponsor management is a paid feature enabled based on your subscription plan.

Assign an exhibitor booth to a sponsor

Set aside an exhibitor booth for a sponsor so that they can exhibit to attendees at your event.



  1. Go to ManageSponsors from the dock.
  2. Click the All Sponsors tab.
  3. Click the dropdown menu for a sponsor and select the Assign Booth option. The Assign Booth to Sponsor pop-up box with sponsor information will display.
  4. Select a booth category and a booth.
  5. Click the Assign Booth button to assign the sponsor to the selected booth.
  6. Click the View Details link in the resulting pop-up to navigate to the Exhibitors tab to view and manage the booth.

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