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.


 


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            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


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                    All-in-one knowledge management and training platform for your employees and customers.

                                              Create. Review. Publish.

                                              Write, edit, collaborate on, and publish documents to different content management platforms.

                                              Get Started Now




                                                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                    Manage your brands on social media


                                                                      • Desk Community Learning Series


                                                                      • Digest


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Glossary


                                                                      • Desk Marketplace


                                                                      • MVP Corner


                                                                      • Word of the Day


                                                                      • Ask the Experts


                                                                        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 TeamInbox 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

                                                                                                                                • 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 - New Version

                                                                                                                                  Zoho Creator is an online custom apps builder through which you can create different applications using drag & drop feature. Any Zoho Creator will have a form, reports and pages and in reports section, you can view the contacts and other details. ...
                                                                                                                                • Set up sync with Zoho Creator

                                                                                                                                  Zoho Creator is an AI-powered, low-code application development platform that allows users to create custom applications on their own, with minimal coding experience. The intuitive drag-and-drop interface empowers developers and business users to ...
                                                                                                                                • 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. We have recently ...
                                                                                                                                • Contact management in new Zoho CRM integration model

                                                                                                                                  In the new CRM integration model, we can create one sync for each module, and import all the contacts of that module. This reduces the hassles of creating multiple syncs, and also ensures the data in Zoho CRM and Zoho Campaigns is in complete sync ...
                                                                                                                                  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