How to integrate Zoho Backstage with Zoho Campaigns - Online Help | Zoho Campaigns

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 increase the attendees. With this integration, you can also track responses, analyze your campaigns, create event journeys and, monitor the entire business in one place.

Set up integration with Zoho Backstage

The organization administrator performs the following procedure to integrate a portal of any user of the organization.
  1. From the Navigation toolbar, click Settings.
    navigation toolbar settings
  2. Choose Apps under Integration.
    Apps under settings
  3. Mouse over Zoho Backstage, then click Connect.
  4. Select a portal that you want to integrate and click Proceed.
    select portal
  5. To comply with GDPR, we will notify the organization administrator that the following activities will be performed once the accounts are integrated:
  1. Sync your Zoho Backstage data with Zoho Campaigns
  2. Share your events with Zoho Campaigns
  3. Grant access to promote your events on a wider range
  4. View statistical analysis of your event campaigns.
6. Click Continue.

What happens if I deny/change my Zoho Backstage account integration?

If you deny/change Zoho Backstage integration:
  1. Existing active syncs will be disabled.
  2. Scheduled event-based campaigns will be moved to draft.
  3. Scheduled event-based A/B test campaigns will be stopped.

Denying access to Zoho Backstage

1. From the Navigation toolbar, click Settings.
2. Choose Apps under Integration.
3. Mouse over Zoho Backstage and click View Details.
   view details
4. Click the Deny button beside the account name.
5. Click Go Ahead.
deny popup

Create a backstage campaign

In this section, you'll learn how to promote your events by creating a backstage campaign.
  1.  From the Navigation toolbar, click Campaigns.
  2. Choose Advanced Campaign and click Create New Zoho Backstage campaign.
  3. Fill out the following details in the Basic info page like campaign name, choosing an event, subject, and sender details to proceed.
  4. Create content for your campaign by adding one of the following email templates.
    1. Saved Templates - Select one of your own templates used previously.
    2. Pre-designed Templates - Select one of our specially designed templates.
    3. Basic Templates - Pick a basic template. Select recipients for your email campaign by choosing your mailing lists.
  5. Click Send for Review to ensure your campaign lands in your recipients' inbox.
  6. Once your campaign is reviewed, schedule and send your email campaign to your recipients.

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