Sync contacts with Zoho Backstage - Online Help | Zoho Campaigns

Set up sync with Zoho Backstage

Zoho Backstage is a holistic, all-in-one event management software that allows you to organize, promote, and execute unique events. Integrating Zoho Campaigns with Zoho Backstage will allow you to sync registrants and attendees from Zoho Backstage as contacts to promote your events.
 
By syncing your Zoho Campaigns account with Zoho Backstage, you can:
  1. Import the attendees of your events into Zoho Campaigns.
  2. Create a mailing list for the attendees of your events by importing them into Zoho Campaigns.
  3. Keep the attendees posted about the details of your events via email newsletters.
  4. Send promotional newsletters to your attendees about the topics discussed in the events.
 

Set up the Sync 

To sync your Zoho Backstage account with Zoho Campaigns:
  1. Click Contacts in the Navigation Toolbar, then click Sync Services.

    sync services menu

  2. Hover over Zoho Backstage and click Associate New Account. Click on Continue in the new page that appears.



  3. You need to choose the organization from Zoho Backstage that you want to sync, as shown in below image. Click on Proceed once done.



  4. The two apps will be connected. You will see a screen as shown below. Click on Setup to proceed with the sync.



  5. You will see a page where you can set up a new sync. Select the desired option in the Events to Sync field. Once you select the option, all the attendees data in that module from Zoho Backstage will be synced to All Contacts view of Zoho Campaigns.
  6. The Events to Sync field allows you to choose between Upcoming Events or Upcoming and Past Events.
  7. Select the Topics to be associated with the imported attendees. This step is optional.
  8. Choose the Lawful basis for communication.
  9. Click Initiate.



Notes
Notes:
  1. Both your Zoho Campaigns and Zoho Backstage accounts must be registered under the same email address for this integration to take place.
  2. It is not possible to set up multiple syncs using the Add New Sync option. Only one sync can be set up.
  3. In order for you to choose the Topics, you need to have more than one topic created in your Zoho Campaigns account.
  4. In Zoho Campaigns, under Settings -> Compliance Settings -> if you enable GDPR Settings, the Lawful basis for communication option will be available for choosing when setting up the sync.
  5. Events that you create in Zoho Backstage after your account is associated with Zoho Campaigns will automatically be synced here.
  6. View your list of events in Zoho Campaigns by accessing the Sync History tab inside the integration settings of Zoho Backstage.

View mapped fields 

In the integration between Zoho Campaigns and Zoho Backstage, you would not be able to explicitly map the fields of Zoho Backstage against the fields of Zoho Campaigns like how you can do for other Zoho Apps. Hence, you will only be able to view the field mapping. You cannot edit the field mapping either. To view the field mapping:
  1. Click Contacts in the Navigation Toolbar, then click Sync Services.

    sync services menu

  2. Hover over Zoho Backstage. Click on View configuration to go to the sync details page.



  3.  In the sync details page, click on the Field Mapping tab at top. This will show the field mapping available.



Sync Detail View   

To see the detail view of the sync,
  1. From the Navigation Toolbar, choose Sync Settings under Contacts.

    sync services menu

  2. Hover over Zoho Backstage. Click on View configuration to go to the sync details page.



  3. Here, you can view the details of the sync such as the Configuration, Field Mapping, and Sync History.



  4. If you click on Pause Sync button at top right, the sync will be paused.



  5. You can click on Resume Sync button to resume the sync.


     

Edit Sync Configuration

  1. Click Contacts in the Navigation Toolbar, then click Sync Services.



  2. Hover over Zoho Backstage. Click on View configuration to go to the sync details page.
  3. Click Edit at top right to edit the sync.



  4. Make the necessary changes and click on Initiate.

View Sync History    

  1. Click Contacts in the Navigation Toolbar, then click Sync Services.



  2. Hover over Zoho Backstage. Click on View configuration to go to the sync details page.
  3. Click on Sync History tab at the top.



  4. Here you can see a detailed view of your sync list:
          • Sync time - The time at which the sync was performed.
          • Total records - Total number of contacts synced at the given time.
          • Added - Number of new contacts added at the given time.
          • Updated - Number of existing contacts updated.
          • Skipped - Number of contacts not synced since they didn't match the sync criteria. The icon beside the skipped count allows you to export the list of the skipped records.
Notes
Note:
Regarding the skipped records, the email address of the attendees of an event is mandatory during the registration . Hence, when a group email address is specified, you would encounter skipped records.

Disable Integration

To disable the integration between Zoho Campaigns and Zoho Backstage:
  1. Go to Settings. Under Integration section click on Apps.



  2. Search for Zoho Backstage, hover over it, and click on View details.



  3. At far right of the next page click on Deny.



  4. In the pop-up that appears, click on Go Ahead once you've read the effects of disabling this integration.