Import contacts from Zoho Backstage - Online Help | Zoho Campaigns

Import contacts from Zoho Backstage- New Version

Sync your Zoho Campaigns account with Zoho Backstage and import your contacts and event attendees from Zoho Backstage into Zoho Campaigns. Send your event related email campaigns and promote all your events using Zoho Campaigns. 

 Sync setup  

  1. From the Navigation toolbar, click Contacts and then Sync Services.
    Sync Services
  2. Click Setup icon in Zoho Backstage.
    setup icon
  3. Under Instant Sync, you can configure two types of sync,   
    Yet to check in - To import attendees who have registered for your event but have not checked in yet.
    Checked in - To import attendees who have already checked in to your event.
  4. After deciding the type of sync, click Proceed.
  5. In Setup page, enter the following data,
    1. Choose the events you want to sync under Backstage Events. Ensure to enable the Include future events checkbox to sync all the future events.
    2. Choose the mailing lists you want to sync.
    3. Choose the topics you want to associate
    4. If your contacts cancel from an event, you can choose to keep them in your mailing list, remove them from your mailing list or delete those contacts.
    5. Choose custom tag or event specific tags to associate with your contact.
      backstage sync setup

  6. Click Next. 

 Field mapping 

You can map Backstage fields with Zoho Campaigns fields. Basic fields like first name, last name and email address are pre-mapped. Click Map more to map additional fields.
To add a new custom field in Zoho Campaigns while mapping the fields, enable New Fields option under Map more fields. Click Initiate.

 field mapping 

  Edit Instant Sync

  1. From the Navigation toolbar, click Contacts and then Sync Services.
  2. Click Setup icon in Zoho Backstage.
  3. Under Instant Sync,
    Click Edit icon in the required sync to edit Sync setup.
    Click Edit Mapping link to edit field mapping.          

Import Reports 

1. From the Navigation toolbar, click Contacts and then Sync Services.
2. Click Setup icon in Zoho Backstage.
3. Under Instant Sync, click View Reports button. 

Status

Description

  Subscribed contacts

Contacts added to the mailing list.

  Ignored contacts

Contacts which are not added to mailing list. 

  Unsubscribed contacts

Contacts which are removed from the mailing list. (Cancelled contacts) 

  Deleted contacts 

Contacts which are removed from Zoho Campaigns. (Cancelled contacts) 


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Import Contacts from Zoho WorkDrive - New Version

                                                                                        Zoho Campaigns lets you import contacts from different cloud storage services. You can import contacts stored in Zoho WorkDrive as contacts in Zoho Campaigns. The file to be imported should meet the following requirements, It should be in either ...
                                                                                      • Integrating Zoho Backstage with Zoho Campaigns

                                                                                        Zoho Campaigns serves as a unique platform to gain marketing insights and for products promotion. Integrating Zoho Backstage with Zoho Campaigns provides detailed information about an event, which can be utilized by your team to create campaigns and ...
                                                                                      • Import contacts from Zoho Creator

                                                                                        We have recently updated Topics in Zoho Campaigns. Please click here for the updated help document. Zoho Creator is an online custom apps builder through which you can create different applications using drag & drop feature. Any Zoho Creator will ...
                                                                                      • Import contacts from Zoho Invoice

                                                                                        We have recently updated Topics in Zoho Campaigns. Please click here for the updated help document. Zoho Campaigns integrates with Zoho Invoice to help you build your mailing lists. You can map custom fields in Zoho Invoice to Zoho Campaigns to ...
                                                                                      • Import contacts from Zoho Analytics

                                                                                        We have recently updated Topics in Zoho Campaigns. Please click here for the updated help document. Zoho Campaigns integrates with Zoho Analytics to help you build your mailing lists made out of analyzed data Analytics. The integration lets you ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources